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 280 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
VIIIX	Vanguard Institutional Index Fund Institutional Pl...	0.02%	355.20B	Jul 1997	POGSX vs VIIIX

Best Risk-Adjusted Alternatives to POGSX

POGSX has a PortfoliosLab risk / return rank of 92. There are 2 mutual funds in the Large Cap Blend Equities category with higher risk-adjusted ranks, going as high as 95.

Symbol	Name	Risk / Return Rank	AUM	Inception
SVPFX	Goldman Sachs Strategic Volatility Premium Fund	95	—	Mar 2021	POGSX vs SVPFX
VPCCX	Vanguard PRIMECAP Core Fund	93	17.20B	Dec 2004	POGSX vs VPCCX
VPMAX	Vanguard PRIMECAP Fund Admiral Shares	91	92.00B	Nov 2001	POGSX vs VPMAX
GTLOX	Glenmede Quantitative U.S. Large Cap Core Equity P...	90	—	Feb 2004	POGSX vs GTLOX
POGRX	PRIMECAP Odyssey Growth Fund	90	—	Nov 2004	POGSX vs POGRX

Top Performing POGSX Alternatives (YTD)

POGSX is at 19.88% YTD. There are 12 mutual funds in the Large Cap Blend Equities category with higher YTD returns, going as high as 28.68%.

Symbol	Name	YTD Return	AUM	Inception
VPCCX	Vanguard PRIMECAP Core Fund	28.68%	17.20B	Dec 2004	POGSX vs VPCCX
POGRX	PRIMECAP Odyssey Growth Fund	27.40%	—	Nov 2004	POGSX vs POGRX
IGIAX	Integrity ESG Growth & Income Fund	26.40%	—	Jan 1995	POGSX vs IGIAX
VPMAX	Vanguard PRIMECAP Fund Admiral Shares	25.12%	92.00B	Nov 2001	POGSX vs VPMAX
RESGX	Glenmede Responsible ESG U.S. Equity Portfolio	24.23%	—	Dec 2015	POGSX vs RESGX

Lowest Volatility Alternatives to POGSX

POGSX has 15.38% 1-year volatility. There are 367 mutual funds in the Large Cap Blend Equities category with lower 1-year volatility, going as low as 2.22%.

Symbol	Name	Volatility 1Y	AUM	Inception
SVPFX	Goldman Sachs Strategic Volatility Premium Fund	2.22%	—	Mar 2021	POGSX vs SVPFX
ORDNX	North Square Preferred and Income Securities Fund	2.28%	—	Jun 2013	POGSX vs ORDNX
QUERX	AQR Large Cap Defensive Style Fund Class R6	8.26%	—	Jul 2012	POGSX vs QUERX
AUEIX	AQR Large Cap Defensive Style Fund	8.28%	—	Jul 2012	POGSX vs AUEIX
JEPIX	JPMorgan Equity Premium Income Fund Class I	8.70%	—	Aug 2018	POGSX vs JEPIX

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 -0.91%.

Symbol	Name	Max Drawdown 1Y	AUM	Inception
SVPFX	Goldman Sachs Strategic Volatility Premium Fund	-0.91%	—	Mar 2021	POGSX vs SVPFX
ORDNX	North Square Preferred and Income Securities Fund	-2.66%	—	Jun 2013	POGSX vs ORDNX
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

Other Mutual Funds from Oak Associates

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

Symbol	Name	Category	Risk / Return Rank	YTD Return	AUM	Inception
ROGSX	Red Oak Technology Select Fund	Technology Equities	42	17.29%	—	Dec 1998	POGSX vs ROGSX
WOGSX	White Oak Select Growth Fund	Large Cap Blend Equities	60	12.30%	—	Aug 1992	POGSX vs WOGSX
BOGSX	Black Oak Emerging Technology Fund	Technology Equities	83	42.94%	—	Dec 2000	POGSX vs BOGSX
LOGSX	Live Oak Health Sciences Fund	Health & Biotech Equities	52	7.22%	—	Jun 2001	POGSX vs LOGSX
RIVSX	River Oak Discovery Fund	Small Cap Blend Equities	89	33.23%	—	Jun 2005	POGSX vs RIVSX

Often Compared With POGSX

Investors most often compare POGSX with CGGR, QQQ, SCHG. These 20 comparison targets span 6 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	26	4.18%	24.88B	Feb 2022	POGSX vs CGGR
QQQ	Invesco QQQ ETF	Nasdaq-100	58	16.13%	481.14B	Mar 1999	POGSX vs QQQ
SCHG	Schwab U.S. Large-Cap Growth ETF	Large Cap Growth Equities	33	5.60%	60.56B	Dec 2009	POGSX vs SCHG
SEHAX	SEI Institutional Investments Trust U.S. Equity Fa...	Large Cap Blend Equities	77	12.65%	—	Apr 2018	POGSX vs SEHAX
AFIFX	American Funds Fundamental Investors Class F-1	Large Cap Blend Equities	61	14.13%	—	Mar 2001	POGSX vs AFIFX
BEQGX	American Century Equity Growth Fund	Large Cap Blend Equities	65	10.36%	1.86B	May 1991	POGSX vs BEQGX
FGRTX	Fidelity Mega Cap Stock Fund	Large Cap Blend Equities	76	11.71%	—	Dec 1998	POGSX vs FGRTX
PXNIX	Pax International Sustainable Economy Fund Institu...	Large Cap Blend Equities, ESG	33	11.10%	—	—	POGSX vs PXNIX
ESGIX	Dana Epiphany ESG Equity Fund	Large Cap Blend Equities	35	8.65%	—	Feb 2008	POGSX vs ESGIX
ALSMX	Archer Multi Cap Fund	Large Cap Blend Equities	75	22.33%	—	Dec 2019	POGSX vs ALSMX
MUHLX	Muhlenkamp Fund	Large Cap Blend Equities	29	8.33%	—	Nov 1988	POGSX vs MUHLX
PXWGX	Pax U.S. Sustainable Economy Fund	Large Cap Blend Equities	69	12.88%	—	Jun 1997	POGSX vs PXWGX
MIGYX	Invesco Main Street Fund Class Y	Large Cap Blend Equities	37	7.98%	—	Nov 1996	POGSX vs MIGYX
AMFEX	AAMA Equity Fund	Large Cap Blend Equities	88	13.89%	—	Jun 2017	POGSX vs AMFEX
PAGDX	Permanent Portfolio Aggressive Growth Fund Class A	Large Cap Blend Equities	57	11.72%	—	Jan 1990	POGSX vs PAGDX
PRDGX	T. Rowe Price Dividend Growth Fund, Inc.	Large Cap Blend Equities, Dividend	61	10.60%	—	Dec 1992	POGSX vs PRDGX
SOPAX	ClearBridge Dividend Strategy Fund	Large Cap Blend Equities	48	8.89%	—	Nov 1992	POGSX vs SOPAX
SWPPX	Schwab S&P 500 Index Fund	Large Cap Blend Equities, S&P 500	65	11.35%	145.69B	May 1997	POGSX vs SWPPX
BCAMX	Boston Common ESG Impact U.S. Equity Fund	Large Cap Blend Equities	46	8.34%	—	Apr 2012	POGSX vs BCAMX
LMISX	Franklin U.S. Large Cap Equity Fund	Large Cap Blend Equities	79	11.82%	—	Apr 2008	POGSX vs LMISX

Compare POGSX with Any Fund or Stock

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

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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