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 279 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 | |
|---|---|---|---|---|---|
| Vanguard Total Stock Market Index Fund Institution... | 0.01% | — | Jun 2016 | POGSX vs VSTSX | |
| Vanguard 500 Index Fund Institutional Select Share... | 0.01% | — | — | POGSX vs VFFSX | |
| Fidelity Total Market Index Fund | 0.02% | — | — | POGSX vs FSKAX | |
| Fidelity SAI U.S. Large Cap Index Fund | 0.02% | — | Feb 2016 | POGSX vs FLCPX | |
| Schwab S&P 500 Index Fund | 0.02% | 143.85B | May 1997 | POGSX vs SWPPX |
Best Risk-Adjusted Alternatives to POGSX
POGSX has a PortfoliosLab risk / return rank of 87. There are 12 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 | |
|---|---|---|---|---|---|
| Vanguard PRIMECAP Core Fund | 96 | 17.20B | Dec 2004 | POGSX vs VPCCX | |
| Vanguard PRIMECAP Fund Admiral Shares | 95 | 92.00B | Nov 2001 | POGSX vs VPMAX | |
| PrimeCap Odyssey Stock Fund | 94 | — | Nov 2004 | POGSX vs POSKX | |
| Glenmede Quantitative U.S. Large Cap Core Equity P... | 92 | — | Feb 2004 | POGSX vs GTLOX | |
| Integrity ESG Growth & Income Fund | 91 | — | Jan 1995 | POGSX vs IGIAX |
Top Performing POGSX Alternatives (YTD)
POGSX is at 16.85% YTD. There are 15 mutual funds in the Large Cap Blend Equities category with higher YTD returns, going as high as 33.95%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| Vanguard PRIMECAP Core Fund | 33.95% | 17.20B | Dec 2004 | POGSX vs VPCCX | |
| Vanguard PRIMECAP Fund Admiral Shares | 29.80% | 92.00B | Nov 2001 | POGSX vs VPMAX | |
| Integrity ESG Growth & Income Fund | 27.12% | — | Jan 1995 | POGSX vs IGIAX | |
| Fidelity Leveraged Company Stock Fund Class K | 27.04% | — | May 2008 | POGSX vs FLCKX | |
| Fidelity Leveraged Company Stock Fund | 26.99% | — | Dec 2000 | POGSX vs FLVCX |
Lowest Volatility Alternatives to POGSX
POGSX has 15.32% 1-year volatility. There are 369 mutual funds in the Large Cap Blend Equities category with lower 1-year volatility, going as low as 2.29%.
| Symbol | Name | Volatility 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| North Square Preferred and Income Securities Fund | 2.29% | — | Jun 2013 | POGSX vs ORDNX | |
| Goldman Sachs Strategic Volatility Premium Fund | 2.40% | — | Mar 2021 | POGSX vs SVPFX | |
| AQR Large Cap Defensive Style Fund Class R6 | 8.39% | — | Jul 2012 | POGSX vs QUERX | |
| AQR Large Cap Defensive Style Fund | 8.40% | — | Jul 2012 | POGSX vs AUEIX | |
| Fidelity SAI U.S. Low Volatility Index Fund | 8.59% | — | May 2015 | POGSX vs FSUVX |
Lowest Drawdown Alternatives to POGSX
POGSX has a 1-year max drawdown of -8.03%. There are 45 mutual funds in the Large Cap Blend Equities category with shallower 1-year drawdowns, going as shallow as -1.33%.
| Symbol | Name | Max Drawdown 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| Goldman Sachs Strategic Volatility Premium Fund | -1.33% | — | Mar 2021 | POGSX vs SVPFX | |
| North Square Preferred and Income Securities Fund | -2.66% | — | Jun 2013 | POGSX vs ORDNX | |
| Rock Oak Core Growth Fund | -4.14% | — | Dec 2004 | POGSX vs RCKSX | |
| AQR Large Cap Defensive Style Fund | -5.91% | — | Jul 2012 | POGSX vs AUEIX | |
| AQR Large Cap Defensive Style Fund Class R6 | -5.93% | — | Jul 2012 | POGSX vs QUERX |
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 | |
|---|---|---|---|---|---|---|---|
| Red Oak Technology Select Fund | Technology Equities | 48 | 16.36% | — | Dec 1998 | POGSX vs ROGSX | |
| Black Oak Emerging Technology Fund | Technology Equities | 88 | 47.12% | — | Dec 2000 | POGSX vs BOGSX | |
| White Oak Select Growth Fund | Large Cap Blend Equities | 58 | 10.87% | — | Aug 1992 | POGSX vs WOGSX | |
| Live Oak Health Sciences Fund | Health & Biotech Equities | 26 | 0.81% | — | Jun 2001 | POGSX vs LOGSX | |
| River Oak Discovery Fund | Small Cap Blend Equities | 92 | 34.51% | — | Jun 2005 | POGSX vs RIVSX |
Often Compared With POGSX
Investors most often compare POGSX with CGGR, SCHG, QQQ. These 20 comparison targets span 5 categories, 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.
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