POGSX Alternatives & Similar Mutual Funds

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 a closer substitute for your current allocation.

Cheapest Alternatives to POGSX

POGSX charges 0.91% annually. There are 272 mutual funds in the Large Cap Blend Equities category with lower expense ratios, going as low as 0.01%.

Symbol	Name	Expense Ratio	AUM	Inception
VSTSX	Vanguard Total Stock Market Index Fund Institution...	0.01%	—	Jun 2016	POGSX vs VSTSX
VFFSX	Vanguard 500 Index Fund Institutional Select Share...	0.01%	—	—	POGSX vs VFFSX
FSKAX	Fidelity Total Market Index Fund	0.02%	—	—	POGSX vs FSKAX
FLCPX	Fidelity SAI U.S. Large Cap Index Fund	0.02%	—	Feb 2016	POGSX vs FLCPX
WBREOX	CIT: BlackRock Equity Index Fund Class 1	0.02%	—	Jul 2017	POGSX vs WBREOX

Best Risk-Adjusted Alternatives to POGSX

POGSX has a PortfoliosLab risk / return rank of 91. There are 5 mutual funds in the Large Cap Blend Equities category with higher risk-adjusted ranks, going as high as 96.

Symbol	Name	Risk / Return Rank	AUM	Inception
SVPFX	Goldman Sachs Strategic Volatility Premium Fund	96	—	Mar 2021	POGSX vs SVPFX
VPCCX	Vanguard PRIMECAP Core Fund	93	18.10B	Dec 2004	POGSX vs VPCCX
GTLOX	Glenmede Quantitative U.S. Large Cap Core Equity P...	93	—	Feb 2004	POGSX vs GTLOX
FTZIX	Fuller & Thaler Behavioral Unconstrained Equity Fu...	92	—	Dec 2018	POGSX vs FTZIX
RCKSX	Rock Oak Core Growth Fund	91	—	Dec 2004	POGSX vs RCKSX

Top Performing POGSX Alternatives (YTD)

POGSX is at 20.40% YTD. There are 8 mutual funds in the Large Cap Blend Equities category with higher YTD returns, going as high as 24.41%.

Symbol	Name	YTD Return	AUM	Inception
VPCCX	Vanguard PRIMECAP Core Fund	24.41%	18.10B	Dec 2004	POGSX vs VPCCX
FTZIX	Fuller & Thaler Behavioral Unconstrained Equity Fu...	23.90%	—	Dec 2018	POGSX vs FTZIX
POGRX	PRIMECAP Odyssey Growth Fund	22.34%	—	Nov 2004	POGSX vs POGRX
RESGX	Glenmede Responsible ESG U.S. Equity Portfolio	22.17%	—	Dec 2015	POGSX vs RESGX
IGIAX	Integrity ESG Growth & Income Fund	21.69%	—	Jan 1995	POGSX vs IGIAX

Lowest Volatility Alternatives to POGSX

POGSX has 15.55% 1-year volatility. There are 362 mutual funds in the Large Cap Blend Equities category with lower 1-year volatility, going as low as 2.21%.

Symbol	Name	Volatility 1Y	AUM	Inception
SVPFX	Goldman Sachs Strategic Volatility Premium Fund	2.21%	—	Mar 2021	POGSX vs SVPFX
QUERX	AQR Large Cap Defensive Style Fund Class R6	8.21%	—	Jul 2012	POGSX vs QUERX
AUEIX	AQR Large Cap Defensive Style Fund	8.22%	—	Jul 2012	POGSX vs AUEIX
JEPIX	JPMorgan Equity Premium Income Fund Class I	8.83%	—	Aug 2018	POGSX vs JEPIX
SILVX	SGI U.S. Large Equity Fund	9.32%	—	Feb 2012	POGSX vs SILVX

Lowest Drawdown Alternatives to POGSX

POGSX has a 1-year max drawdown of -8.03%. There are 42 mutual funds in the Large Cap Blend Equities category with shallower 1-year drawdowns, going as shallow as -0.91%.

Symbol	Name	Max Drawdown 1Y	AUM	Inception
SVPFX	Goldman Sachs Strategic Volatility Premium Fund	-0.91%	—	Mar 2021	POGSX vs SVPFX
RCKSX	Rock Oak Core Growth Fund	-4.14%	—	Dec 2004	POGSX vs RCKSX
AUEIX	AQR Large Cap Defensive Style Fund	-5.91%	—	Jul 2012	POGSX vs AUEIX
QUERX	AQR Large Cap Defensive Style Fund Class R6	-5.93%	—	Jul 2012	POGSX vs QUERX
AMFEX	AAMA Equity Fund	-6.07%	—	Jun 2017	POGSX vs AMFEX

Other Mutual Funds from Oak Associates

The 5 most viewed Oak Associates mutual funds shown here include ROGSX, BOGSX, WOGSX and span 4 categories.

Symbol	Name	Category	Risk / Return Rank	YTD Return	AUM	Inception
ROGSX	Red Oak Technology Select Fund	Technology Equities	29	13.70%	—	Dec 1998	POGSX vs ROGSX
BOGSX	Black Oak Emerging Technology Fund	Technology Equities	56	30.67%	—	Dec 2000	POGSX vs BOGSX
WOGSX	White Oak Select Growth Fund	Large Cap Blend Equities	58	10.65%	—	Aug 1992	POGSX vs WOGSX
LOGSX	Live Oak Health Sciences Fund	Health & Biotech Equities	80	8.33%	—	Jun 2001	POGSX vs LOGSX
RIVSX	River Oak Discovery Fund	Small Cap Blend Equities	92	30.67%	—	Jun 2005	POGSX vs RIVSX

Often Compared With POGSX

Investors most often compare POGSX with CGGR, SEHAX, QQQ. These 20 comparison targets span 7 categories, based on PortfoliosLab usage data.

Symbol	Name	Category	Risk / Return Rank	YTD Return	AUM	Inception
CGGR	Capital Group Growth ETF	Large Cap Growth Equities	28	2.98%	23.64B	Feb 2022	POGSX vs CGGR
SEHAX	SEI Institutional Investments Trust U.S. Equity Fa...	Large Cap Blend Equities	83	13.78%	—	Apr 2018	POGSX vs SEHAX
QQQ	Invesco QQQ ETF	Nasdaq-100	58	14.23%	452.80B	Mar 1999	POGSX vs QQQ
AFIFX	American Funds Fundamental Investors Class F-1	Large Cap Blend Equities	60	13.16%	—	Mar 2001	POGSX vs AFIFX
SCHG	Schwab U.S. Large-Cap Growth ETF	Large Cap Growth Equities	39	7.11%	59.97B	Dec 2009	POGSX vs SCHG
PXNIX	Pax International Sustainable Economy Fund Institu...	Foreign Large Cap Equities, ESG	55	12.94%	—	—	POGSX vs PXNIX
BEQGX	American Century Equity Growth Fund	Large Cap Blend Equities	62	9.43%	1.86B	May 1991	POGSX vs BEQGX
FGRTX	Fidelity Mega Cap Stock Fund	Large Cap Blend Equities	75	11.94%	—	Dec 1998	POGSX vs FGRTX
ESGIX	Dana Epiphany ESG Equity Fund	Large Cap Blend Equities	34	8.41%	—	Feb 2008	POGSX vs ESGIX
ALSMX	Archer Multi Cap Fund	Large Cap Blend Equities	67	19.07%	—	Dec 2019	POGSX vs ALSMX
MUHLX	Muhlenkamp Fund	Large Cap Blend Equities	51	11.07%	—	Nov 1988	POGSX vs MUHLX
VPMAX	Vanguard PRIMECAP Fund Admiral Shares	Large Cap Blend Equities	90	20.78%	96.10B	Nov 2001	POGSX vs VPMAX
PXWGX	Pax U.S. Sustainable Economy Fund	Large Cap Blend Equities	66	11.08%	—	Jun 1997	POGSX vs PXWGX
MIGYX	Invesco Main Street Fund Class Y	Large Cap Blend Equities	33	7.09%	—	Nov 1996	POGSX vs MIGYX
BCAMX	Boston Common ESG Impact U.S. Equity Fund	Large Cap Blend Equities	43	7.51%	—	Apr 2012	POGSX vs BCAMX
SOPAX	ClearBridge Dividend Strategy Fund	Large Cap Blend Equities	65	9.87%	—	Nov 1992	POGSX vs SOPAX
LMISX	Franklin U.S. Large Cap Equity Fund	Large Cap Blend Equities	79	11.63%	—	Apr 2008	POGSX vs LMISX
PAGDX	Permanent Portfolio Aggressive Growth Fund Class A	Large Cap Blend Equities	43	6.93%	—	Jan 1990	POGSX vs PAGDX
SWPPX	Schwab S&P 500 Index Fund	Large Cap Blend Equities, S&P 500	59	10.09%	144.34B	May 1997	POGSX vs SWPPX
PRDGX	T. Rowe Price Dividend Growth Fund, Inc.	Large Cap Blend Equities, Dividend	75	10.76%	—	Dec 1992	POGSX vs PRDGX

Compare POGSX with Any Fund or Stock

Compare POGSX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.

Symbol name

Diversifiers

Pair POGSX with funds that move differently

Pin Oak Equity alternatives help with substitution. Diversifiers are the next step when you want funds with lower historical correlation to POGSX.

Explore POGSX Diversifiers

Pin Oak Equity (POGSX) Alternatives