Channing Intrinsic Value Small-Cap Fund (OWLLX) belongs to the Small 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 OWLLX. Use the tables to find lower-cost options, better risk-adjusted returns, or a closer substitute for your current allocation.
Cheapest Alternatives to OWLLX
OWLLX charges 0.95% annually. There are 45 mutual funds in the Small Cap Value Equities category with lower expense ratios, going as low as 0.05%.
| Symbol | Name | Expense Ratio | AUM | Inception | |
|---|---|---|---|---|---|
| Fidelity Small Cap Value Index Fund | 0.05% | — | Jul 2019 | OWLLX vs FISVX | |
| Vanguard Small-Cap Value Index Fund Institutional ... | 0.06% | — | Dec 1999 | OWLLX vs VSIIX | |
| Vanguard Small-Cap Value Index Fund Admiral Shares | 0.07% | 67.80B | Sep 2011 | OWLLX vs VSIAX | |
| Vanguard Russell 2000 Value Index Fund Institution... | 0.08% | — | Jul 2012 | OWLLX vs VRTVX | |
| Vanguard S&P Small-Cap 600 Value Index Fund Instit... | 0.08% | — | Nov 2014 | OWLLX vs VSMVX |
Best Risk-Adjusted Alternatives to OWLLX
OWLLX has a PortfoliosLab risk / return rank of 48. There are 104 mutual funds in the Small Cap Value Equities category with higher risk-adjusted ranks, going as high as 95.
| Symbol | Name | Risk / Return Rank | AUM | Inception | |
|---|---|---|---|---|---|
| Victory Integrity Discovery Fund | 95 | — | Dec 1996 | OWLLX vs MMEYX | |
| Third Avenue Small Cap Value Fund | 94 | — | Apr 1997 | OWLLX vs TASCX | |
| Aegis Value Fund Class I | 94 | — | May 1998 | OWLLX vs AVALX | |
| Royce Special Equity Fund | 94 | — | May 1998 | OWLLX vs RYSEX | |
| PGIM Quant Solutions Small-Cap Value Fund | 93 | — | Jan 1993 | OWLLX vs TASVX |
Top Performing OWLLX Alternatives (YTD)
OWLLX is at 18.78% YTD. There are 82 mutual funds in the Small Cap Value Equities category with higher YTD returns, going as high as 35.52%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| Victory Integrity Discovery Fund | 35.52% | — | Dec 1996 | OWLLX vs MMEYX | |
| Diamond Hill Small Cap Fund Class I | 28.15% | — | Dec 2000 | OWLLX vs DHSIX | |
| Diamond Hill Small Cap Fund | 27.91% | — | Dec 2000 | OWLLX vs DHSCX | |
| Columbia Select Small Cap Value Fund | 27.34% | — | Apr 1997 | OWLLX vs SSCVX | |
| Royce Special Equity Fund | 27.23% | — | May 1998 | OWLLX vs RYSEX |
Lowest Volatility Alternatives to OWLLX
OWLLX has 19.41% 1-year volatility. There are 110 mutual funds in the Small Cap Value Equities category with lower 1-year volatility, going as low as 4.52%.
| Symbol | Name | Volatility 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| Palm Valley Capital Fund Investor Class | 4.52% | — | Apr 2019 | OWLLX vs PVCMX | |
| Third Avenue Small Cap Value Fund | 14.05% | — | Apr 1997 | OWLLX vs TASCX | |
| VELA Small Cap Fund | 14.28% | — | Sep 2020 | OWLLX vs VESMX | |
| AMG River Road Small-Mid Cap Value Fund | 14.41% | — | Mar 2007 | OWLLX vs ARSMX | |
| Pear Tree Polaris Small Cap Fund | 14.43% | — | Aug 1992 | OWLLX vs USBNX |
Lowest Drawdown Alternatives to OWLLX
OWLLX has a 1-year max drawdown of -14.10%. There are 120 mutual funds in the Small Cap Value Equities category with shallower 1-year drawdowns, going as shallow as -2.81%.
| Symbol | Name | Max Drawdown 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| Palm Valley Capital Fund Investor Class | -2.81% | — | Apr 2019 | OWLLX vs PVCMX | |
| Third Avenue Small Cap Value Fund | -6.29% | — | Apr 1997 | OWLLX vs TASCX | |
| PIMCO RAE US Small Fund | -7.62% | — | Jun 2015 | OWLLX vs PMJIX | |
| PIMCO RAE US Small Fund Class A | -7.66% | — | Jun 2015 | OWLLX vs PMJAX | |
| Transamerica Small Cap Value | -7.73% | — | Jan 2003 | OWLLX vs TSLTX |
Often Compared With OWLLX
Investors most often compare OWLLX with FESCX, BRSIX, NSDVX. These 14 comparison targets span 1 categories, based on PortfoliosLab usage data.
Compare OWLLX with Any Fund or Stock
Compare OWLLX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.
Pair OWLLX with funds that move differently
Channing Intrinsic Value Small-Cap Fund alternatives help with substitution. Diversifiers are the next step when you want funds with lower historical correlation to OWLLX.
Explore OWLLX Diversifiers