Optimum Large Cap Value Fund (OILVX) Alternatives
Optimum Large Cap Value Fund (OILVX) 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 OILVX. Use the tables to find lower-cost options, better risk-adjusted returns, or funds that fit a different role in your portfolio.
Cheapest Alternatives to OILVX
OILVX charges 0.92% annually. Among mutual funds in the Large Cap Value Equities category, these options have the lowest expense ratios among OILVX alternatives.
| Symbol | Name | Expense Ratio | Inception | |
|---|---|---|---|---|
| Fidelity Series Stock Selector Large Cap Value Fun... | 0.01% | Dec 6, 2012 | OILVX vs FBLEX | |
| Schwab U.S. Large-Cap Value Index Fund | 0.04% | Dec 20, 2017 | OILVX vs SWLVX | |
| Fidelity Large Cap Value Index Fund | 0.04% | Jun 7, 2016 | OILVX vs FLCOX | |
| Vanguard Value Index Fund Institutional Shares | 0.04% | Jul 2, 1998 | OILVX vs VIVIX | |
| TIAA-CREF Large-Cap Value Index Fund | 0.05% | Oct 1, 2002 | OILVX vs TILVX |
Best Risk-Adjusted Alternatives to OILVX
Among mutual funds in the Large Cap Value Equities category, these options rank highest on PortfoliosLab's risk-adjusted score, which accounts for volatility, drawdown, and return consistency over a 1-year period.
| Symbol | Name | Risk / Return Rank | Inception | |
|---|---|---|---|---|
| Vanguard International High Dividend Yield Index F... | 92 | Mar 2, 2016 | OILVX vs VIHAX | |
| Delaware Growth and Income Fund | 88 | Oct 4, 1993 | OILVX vs FGINX | |
| Towpath Focus Fund | 87 | Dec 31, 2019 | OILVX vs TOWFX | |
| Neiman Large Cap Value Fund | 86 | Apr 1, 2003 | OILVX vs NEIMX | |
| Al Frank Fund | 85 | May 1, 2006 | OILVX vs VALAX |
Top Performing OILVX Alternatives (YTD)
OILVX alternatives from the Large Cap Value Equities category, sorted by year-to-date return.
| Symbol | Name | YTD Return | Inception | |
|---|---|---|---|---|
| Ave Maria Value Focused Fund | 18.00% | Jan 1, 1984 | OILVX vs AVERX | |
| Voya Corporate Leaders Trust Fund | 15.27% | Nov 18, 1935 | OILVX vs LEXCX | |
| GQG Partners US Quality Dividend Income Fund | 11.95% | Jun 29, 2021 | OILVX vs GQHPX | |
| AMG Yacktman Focused Fund | 8.59% | May 1, 1997 | OILVX vs YAFFX | |
| Hennessy Cornerstone Value Fund | 8.31% | Nov 1, 1996 | OILVX vs HFCVX |
Lowest Volatility Alternatives to OILVX
OILVX alternatives from the Large Cap Value Equities category, sorted by annualized volatility over the past year.
| Symbol | Name | Volatility 1Y | Inception | |
|---|---|---|---|---|
| Advisors Capital Tactical Fixed Income Fund | 4.68% | Feb 1, 2021 | OILVX vs ACTIX | |
| The Income Fund of America Class R-1 | 9.48% | Dec 1, 1973 | OILVX vs RIDAX | |
| Rational Equity Armor Fund | 11.05% | Feb 28, 2001 | OILVX vs HDCTX | |
| American Century Equity Income Fund | 11.59% | Aug 1, 1994 | OILVX vs TWEIX | |
| American Century Equity Income Fund Class I | 11.61% | Jul 8, 1998 | OILVX vs ACIIX |
Lowest Drawdown Alternatives to OILVX
OILVX alternatives from the Large Cap Value Equities category, sorted by maximum drawdown over the past year.
| Symbol | Name | Max Drawdown 1Y | Inception | |
|---|---|---|---|---|
| Advisors Capital Tactical Fixed Income Fund | -3.07% | Feb 1, 2021 | OILVX vs ACTIX | |
| Rational Equity Armor Fund | -6.95% | Feb 28, 2001 | OILVX vs HDCTX | |
| Auxier Focus Fund | -8.19% | Jul 9, 1999 | OILVX vs AUXFX | |
| The Income Fund of America Class R-1 | -8.25% | Dec 1, 1973 | OILVX vs RIDAX | |
| 1789 Growth and Income Fund | -8.36% | Jan 21, 2011 | OILVX vs PSECX |
Other Mutual Funds from Delaware Funds
Most popular Delaware Funds mutual funds on PortfoliosLab, across asset classes.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | Inception | |
|---|---|---|---|---|---|---|
| Delaware Ivy Mid Cap Growth Fund | Mid Cap Growth Equities | 5 | -9.94% | Jun 30, 2000 | OILVX vs WMGAX | |
| Delaware Ivy Large Cap Growth Fund | Large Cap Growth Equities | 5 | -15.30% | Jun 30, 2000 | OILVX vs WLGAX | |
| Delaware Small Cap Value Fund | Small Cap Value Equities | 41 | 3.11% | Jun 24, 1987 | OILVX vs DEVLX | |
| Delaware Emerging Markets Fund | Emerging Markets Diversified | 97 | 13.36% | Jun 9, 1996 | OILVX vs DEMIX | |
| Delaware Small Cap Core Fund | Small Cap Blend Equities | 18 | -3.22% | Dec 29, 1998 | OILVX vs DCCIX | |
| Optimum Large Cap Growth Fund | Large Cap Growth Equities | 27 | -11.98% | Aug 1, 2003 | OILVX vs OILGX | |
| Delaware Value Fund | Large Cap Value Equities | 38 | 1.00% | Sep 14, 1998 | OILVX vs DDVIX | |
| Delaware Ivy Mid Cap Income Opportunities Fund | Mid Cap Value Equities | 20 | -1.41% | Oct 1, 2014 | OILVX vs IVOIX | |
| Delaware Tax Free USA Fund | Municipal Bonds | 11 | -1.20% | Jan 10, 1984 | OILVX vs DMTFX | |
| Delaware National High-Yield Municipal Bond Fund | High Yield Muni | 8 | -0.87% | Sep 21, 1986 | OILVX vs CXHYX |
Often Compared With OILVX
What investors most often compare with OILVX, based on PortfoliosLab usage data.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | Inception | |
|---|---|---|---|---|---|---|
| Vanguard S&P 500 ETF | S&P 500 | 65 | -4.42% | Sep 7, 2010 | OILVX vs VOO |
Compare OILVX with Any Fund or Stock
Compare OILVX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.