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 44 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% | 65.50B | 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 31. There are 103 mutual funds in the Small Cap Value Equities category with higher risk-adjusted ranks, going as high as 90.
| Symbol | Name | Risk / Return Rank | AUM | Inception | |
|---|---|---|---|---|---|
| Aegis Value Fund | 90 | — | May 1998 | OWLLX vs AVALX | |
| Victory Integrity Discovery Fund | 89 | — | Dec 1996 | OWLLX vs MMEYX | |
| Transamerica Small Cap Value | 88 | — | Jan 2003 | OWLLX vs TSLTX | |
| VY Columbia Small Cap Value II Portfolio | 86 | — | Apr 2006 | OWLLX vs ICISX | |
| Third Avenue Small Cap Value Fund | 86 | — | Apr 1997 | OWLLX vs TASCX |
Top Performing OWLLX Alternatives (YTD)
OWLLX is at 16.81% YTD. There are 95 mutual funds in the Small Cap Value Equities category with higher YTD returns, going as high as 34.12%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| Victory Integrity Discovery Fund | 34.12% | — | Dec 1996 | OWLLX vs MMEYX | |
| Royce Opportunity Fund | 29.57% | — | Nov 1996 | OWLLX vs RYPNX | |
| First Eagle Small Cap Opportunity Fund | 28.34% | — | Apr 2021 | OWLLX vs FESCX | |
| Invesco Small Cap Value Fund | 27.70% | — | Jun 1999 | OWLLX vs VSCAX | |
| Columbia Select Small Cap Value Fund | 26.68% | — | Apr 1997 | OWLLX vs SSCVX |
Lowest Volatility Alternatives to OWLLX
OWLLX has 19.23% 1-year volatility. There are 109 mutual funds in the Small Cap Value Equities category with lower 1-year volatility, going as low as 0.66%.
| Symbol | Name | Volatility 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| American Beacon Shapiro SMID Cap Equity Fund | 0.66% | — | Sep 2017 | OWLLX vs SHDPX | |
| Palm Valley Capital Fund Investor Class | 4.30% | — | Apr 2019 | OWLLX vs PVCMX | |
| Third Avenue Small Cap Value Fund | 14.18% | — | Apr 1997 | OWLLX vs TASCX | |
| VELA Small Cap Fund | 14.29% | — | Sep 2020 | OWLLX vs VESMX | |
| Royce Special Equity Fund | 14.30% | — | May 1998 | OWLLX vs RYSEX |
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 BRSIX, ARSMX, NSDVX. These 8 comparison targets span 1 categories, based on PortfoliosLab usage data.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|---|---|
| Bridgeway Ultra Small Company Market Fund | Small Cap Value Equities | 69 | 19.21% | — | Jul 1997 | OWLLX vs BRSIX | |
| AMG River Road Small-Mid Cap Value Fund | Small Cap Value Equities | 5 | 7.66% | — | Mar 2007 | OWLLX vs ARSMX | |
| North Star Dividend Fund | Small Cap Value Equities | 38 | 21.37% | — | May 2013 | OWLLX vs NSDVX | |
| Brandes Small Cap Value Fund | Small Cap Value Equities | 86 | 21.82% | — | Jan 2018 | OWLLX vs BSCMX | |
| FPA Queens Road Small Cap Value Fund Investor Clas... | Small Cap Value Equities | 81 | 25.54% | — | Jun 2002 | OWLLX vs QRSVX | |
| Walthausen Small Cap Value Fund | Small Cap Value Equities | 86 | 25.53% | — | Feb 2008 | OWLLX vs WSCVX | |
| Goldman Sachs Small Cap Value Insights Fund Invest... | Small Cap Value Equities | 82 | 22.21% | — | Nov 2007 | OWLLX vs GTTTX | |
| Diamond Hill Small Cap Fund Class I | Small Cap Value Equities | 66 | 25.26% | — | Dec 2000 | OWLLX vs DHSIX |
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