O'Shaughnessy Market Leaders Value Fund (OFVIX) belongs to the Large Cap Value Equities category. Below you'll find alternative mutual funds from the same category, ranked by key criteria, plus funds that investors commonly compare with OFVIX. Use the tables to find lower-cost options, better risk-adjusted returns, or a closer substitute for your current allocation.
Cheapest Alternatives to OFVIX
OFVIX charges 0.56% annually. There are 66 mutual funds in the Large Cap Value Equities category with lower expense ratios, going as low as 0.01%.
| Symbol | Name | Expense Ratio | AUM | Inception | |
|---|---|---|---|---|---|
| Fidelity Series Stock Selector Large Cap Value Fun... | 0.01% | — | Dec 2012 | OFVIX vs FBLEX | |
| Vanguard Value Index Fund Institutional Shares | 0.03% | — | Jul 1998 | OFVIX vs VIVIX | |
| Schwab U.S. Large-Cap Value Index Fund | 0.04% | — | Dec 2017 | OFVIX vs SWLVX | |
| Fidelity Large Cap Value Index Fund | 0.04% | 13.00B | Jun 2016 | OFVIX vs FLCOX | |
| TIAA-CREF Large-Cap Value Index Fund | 0.05% | — | Oct 2002 | OFVIX vs TILVX |
Best Risk-Adjusted Alternatives to OFVIX
OFVIX has a PortfoliosLab risk / return rank of 54. There are 201 mutual funds in the Large Cap Value Equities category with higher risk-adjusted ranks, going as high as 96.
| Symbol | Name | Risk / Return Rank | AUM | Inception | |
|---|---|---|---|---|---|
| Nomura Growth and Income Fund Institutional Class | 96 | — | Oct 1993 | OFVIX vs FGIPX | |
| Delaware Growth and Income Fund | 96 | — | Oct 1993 | OFVIX vs FGINX | |
| BlackRock Advantage Large Cap Value Fund | 95 | — | Dec 1999 | OFVIX vs MALVX | |
| Integrity Dividend Harvest Fund | 95 | — | May 2012 | OFVIX vs IDIVX | |
| Avantis U.S. Large Cap Value Fund Institutional Cl... | 94 | — | Jun 2022 | OFVIX vs AVLVX |
Top Performing OFVIX Alternatives (YTD)
OFVIX is at 11.68% YTD. There are 168 mutual funds in the Large Cap Value Equities category with higher YTD returns, going as high as 25.44%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| PIMCO RAE US Fund | 25.44% | — | Jun 2015 | OFVIX vs PKAIX | |
| Voya Corporate Leaders Trust Fund | 24.02% | — | Nov 1935 | OFVIX vs LEXCX | |
| Avantis U.S. Large Cap Value Fund Institutional Cl... | 23.70% | — | Jun 2022 | OFVIX vs AVLVX | |
| Al Frank Fund | 22.75% | — | May 2006 | OFVIX vs VALAX | |
| AMG Yacktman Focused Fund | 22.70% | — | May 1997 | OFVIX vs YAFFX |
Lowest Volatility Alternatives to OFVIX
OFVIX has 12.33% 1-year volatility. There are 235 mutual funds in the Large Cap Value Equities category with lower 1-year volatility, going as low as 1.33%.
| Symbol | Name | Volatility 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| American Beacon Shapiro Equity Opportunities Fund | 1.33% | — | Sep 2017 | OFVIX vs SHXPX | |
| Advisors Capital Tactical Fixed Income Fund | 3.62% | — | Feb 2021 | OFVIX vs ACTIX | |
| The Income Fund of America Class R-1 | 7.37% | — | Dec 1973 | OFVIX vs RIDAX | |
| Fidelity Advisor Large Cap Fund Class M | 7.50% | — | Feb 1996 | OFVIX vs FALGX | |
| SEI Institutional Managed Trust Tax-Managed Manage... | 8.51% | — | Dec 2007 | OFVIX vs TMMAX |
Lowest Drawdown Alternatives to OFVIX
OFVIX has a 1-year max drawdown of -6.26%. There are 47 mutual funds in the Large Cap Value Equities category with shallower 1-year drawdowns, going as shallow as -2.90%.
| Symbol | Name | Max Drawdown 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| Advisors Capital Tactical Fixed Income Fund | -2.90% | — | Feb 2021 | OFVIX vs ACTIX | |
| Hennessy Cornerstone Value Fund | -3.77% | — | Nov 1996 | OFVIX vs HFCVX | |
| Buffalo Flexible Income Fund | -4.45% | — | Aug 1994 | OFVIX vs BUFBX | |
| Torray Fund | -4.50% | — | Dec 1990 | OFVIX vs TORYX | |
| Federated Hermes Strategic Value Dividend Fund | -4.66% | — | Mar 2005 | OFVIX vs SVAIX |
Often Compared With OFVIX
Investors most often compare OFVIX with OAKLX, SPY, VVIAX. These 20 comparison targets span 6 categories, based on PortfoliosLab usage data.
Compare OFVIX with Any Fund or Stock
Compare OFVIX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.
Pair OFVIX with funds that move differently
O'Shaughnessy Market Leaders Value Fund alternatives help with substitution. Diversifiers are the next step when you want funds with lower historical correlation to OFVIX.
Explore OFVIX Diversifiers