Pin Oak Equity (POGSX) Alternatives
Pin Oak Equity (POGSX) belongs to the Large Cap Blend Equities category. Below you'll find alternative mutual funds from the same category, ranked by key criteria, plus funds that investors commonly compare with POGSX. 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 POGSX
POGSX charges 0.91% annually. Among mutual funds in the Large Cap Blend Equities category, these options have the lowest expense ratios among POGSX alternatives.
| Symbol | Name | Expense Ratio | Inception | |
|---|---|---|---|---|
| Vanguard 500 Index Fund Institutional Select Share... | 0.01% | — | POGSX vs VFFSX | |
| Vanguard Total Stock Market Index Fund Institution... | 0.01% | Jun 27, 2016 | POGSX vs VSTSX | |
| Fidelity Total Market Index Fund | 0.02% | — | POGSX vs FSKAX | |
| Fidelity SAI U.S. Large Cap Index Fund | 0.02% | Feb 2, 2016 | POGSX vs FLCPX | |
| State Street Equity 500 Index Fund Class K | 0.02% | Sep 17, 2014 | POGSX vs SSSYX |
Best Risk-Adjusted Alternatives to POGSX
Among mutual funds in the Large Cap Blend 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 PRIMECAP Fund Admiral Shares | 93 | Nov 12, 2001 | POGSX vs VPMAX | |
| First Eagle Overseas Fund Class I | 89 | — | POGSX vs SGOIX | |
| Permanent Portfolio Aggressive Growth Portfolio | 88 | Jan 2, 1990 | POGSX vs PAGRX | |
| Centre American Select Equity Fund | 87 | Dec 21, 2011 | POGSX vs DHAMX | |
| Permanent Portfolio Aggressive Growth Fund Class A | 86 | Jan 2, 1990 | POGSX vs PAGDX |
Top Performing POGSX Alternatives (YTD)
POGSX alternatives from the Large Cap Blend Equities category, sorted by year-to-date return.
| Symbol | Name | YTD Return | Inception | |
|---|---|---|---|---|
| GQG Partners US Select Quality Equity Fund | 9.81% | Sep 28, 2018 | POGSX vs GQEIX | |
| Nationwide GQG US Quality Equity Fund | 9.70% | Jan 24, 2021 | POGSX vs NWAUX | |
| AMG Yacktman Global Fund | 8.16% | Jan 30, 2017 | POGSX vs YFSIX | |
| Muhlenkamp Fund | 6.53% | Nov 1, 1988 | POGSX vs MUHLX | |
| Rock Oak Core Growth Fund | 6.05% | Dec 31, 2004 | POGSX vs RCKSX |
Lowest Volatility Alternatives to POGSX
POGSX alternatives from the Large Cap Blend Equities category, sorted by annualized volatility over the past year.
| Symbol | Name | Volatility 1Y | Inception | |
|---|---|---|---|---|
| North Square Preferred and Income Securities Fund | 2.63% | Jun 28, 2013 | POGSX vs ORDNX | |
| Goldman Sachs Strategic Volatility Premium Fund | 8.02% | Mar 28, 2021 | POGSX vs SVPFX | |
| Fidelity Advisor Growth & Income Fund Class Z | 10.78% | Mar 20, 2025 | POGSX vs FGJEX | |
| Fidelity Hedged Equity Fund | 10.94% | Sep 8, 2022 | POGSX vs FEQHX | |
| AQR Large Cap Defensive Style Fund Class R6 | 12.03% | Jul 9, 2012 | POGSX vs QUERX |
Lowest Drawdown Alternatives to POGSX
POGSX alternatives from the Large Cap Blend Equities category, sorted by maximum drawdown over the past year.
| Symbol | Name | Max Drawdown 1Y | Inception | |
|---|---|---|---|---|
| North Square Preferred and Income Securities Fund | -2.66% | Jun 28, 2013 | POGSX vs ORDNX | |
| Goldman Sachs Strategic Volatility Premium Fund | -5.22% | Mar 28, 2021 | POGSX vs SVPFX | |
| Fidelity Hedged Equity Fund | -7.40% | Sep 8, 2022 | POGSX vs FEQHX | |
| Fidelity Infrastructure Fund | -8.43% | Nov 5, 2019 | POGSX vs FNSTX | |
| GQG Partners US Select Quality Equity Fund | -8.67% | Sep 28, 2018 | POGSX vs GQEIX |
Other Mutual Funds from Oak Associates
Most popular Oak Associates mutual funds on PortfoliosLab, across asset classes.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | Inception | |
|---|---|---|---|---|---|---|
| Red Oak Technology Select Fund | Technology Equities | 46 | -10.98% | Dec 30, 1998 | POGSX vs ROGSX | |
| White Oak Select Growth Fund | Large Cap Blend Equities | 43 | -7.61% | Aug 3, 1992 | POGSX vs WOGSX | |
| Black Oak Emerging Technology Fund | Technology Equities | 57 | -1.72% | Dec 28, 2000 | POGSX vs BOGSX | |
| River Oak Discovery Fund | Small Cap Blend Equities | 65 | 4.25% | Jun 30, 2005 | POGSX vs RIVSX | |
| Live Oak Health Sciences Fund | Health & Biotech Equities | 46 | -1.53% | Jun 28, 2001 | POGSX vs LOGSX |
Often Compared With POGSX
What investors most often compare with POGSX, based on PortfoliosLab usage data.
Compare POGSX with Any Fund or Stock
Compare POGSX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.