SA U.S. Core Market Fund (SAMKX) Alternatives
SA U.S. Core Market Fund (SAMKX) 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 SAMKX. 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 SAMKX
SAMKX charges 0.67% annually. Among mutual funds in the Large Cap Blend Equities category, these options have the lowest expense ratios among SAMKX alternatives.
| Symbol | Name | Expense Ratio | Inception | |
|---|---|---|---|---|
| Vanguard 500 Index Fund Institutional Select Share... | 0.01% | — | SAMKX vs VFFSX | |
| Vanguard Total Stock Market Index Fund Institution... | 0.01% | Jun 27, 2016 | SAMKX vs VSTSX | |
| Fidelity Total Market Index Fund | 0.02% | — | SAMKX vs FSKAX | |
| Fidelity SAI U.S. Large Cap Index Fund | 0.02% | Feb 2, 2016 | SAMKX vs FLCPX | |
| State Street Equity 500 Index Fund Class K | 0.02% | Sep 17, 2014 | SAMKX vs SSSYX |
Best Risk-Adjusted Alternatives to SAMKX
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 | SAMKX vs VPMAX | |
| Pin Oak Equity | 91 | Aug 3, 1992 | SAMKX vs POGSX | |
| First Eagle Overseas Fund Class I | 89 | — | SAMKX vs SGOIX | |
| Permanent Portfolio Aggressive Growth Portfolio | 88 | Jan 2, 1990 | SAMKX vs PAGRX | |
| Centre American Select Equity Fund | 87 | Dec 21, 2011 | SAMKX vs DHAMX |
Top Performing SAMKX Alternatives (YTD)
SAMKX 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 | SAMKX vs GQEIX | |
| Nationwide GQG US Quality Equity Fund | 9.70% | Jan 24, 2021 | SAMKX vs NWAUX | |
| AMG Yacktman Global Fund | 8.16% | Jan 30, 2017 | SAMKX vs YFSIX | |
| Muhlenkamp Fund | 6.53% | Nov 1, 1988 | SAMKX vs MUHLX | |
| Rock Oak Core Growth Fund | 6.05% | Dec 31, 2004 | SAMKX vs RCKSX |
Lowest Volatility Alternatives to SAMKX
SAMKX 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 | SAMKX vs ORDNX | |
| Goldman Sachs Strategic Volatility Premium Fund | 8.02% | Mar 28, 2021 | SAMKX vs SVPFX | |
| Fidelity Advisor Growth & Income Fund Class Z | 10.78% | Mar 20, 2025 | SAMKX vs FGJEX | |
| Fidelity Hedged Equity Fund | 10.94% | Sep 8, 2022 | SAMKX vs FEQHX | |
| AQR Large Cap Defensive Style Fund Class R6 | 12.03% | Jul 9, 2012 | SAMKX vs QUERX |
Lowest Drawdown Alternatives to SAMKX
SAMKX 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 | SAMKX vs ORDNX | |
| Goldman Sachs Strategic Volatility Premium Fund | -5.22% | Mar 28, 2021 | SAMKX vs SVPFX | |
| Fidelity Hedged Equity Fund | -7.40% | Sep 8, 2022 | SAMKX vs FEQHX | |
| Fidelity Infrastructure Fund | -8.43% | Nov 5, 2019 | SAMKX vs FNSTX | |
| GQG Partners US Select Quality Equity Fund | -8.67% | Sep 28, 2018 | SAMKX vs GQEIX |
Other Mutual Funds from SA Funds
Most popular SA Funds mutual funds on PortfoliosLab, across asset classes.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | Inception | |
|---|---|---|---|---|---|---|
| SA Emerging Markets Value Fund | Emerging Markets Diversified | 83 | 2.65% | Apr 1, 2007 | SAMKX vs SAEMX | |
| SA International Value Fund | Foreign Large Cap Equities | 92 | 3.60% | Aug 4, 1999 | SAMKX vs SAHMX | |
| SA Real Estate Securities Fund | REIT | 7 | 1.73% | Apr 2, 2007 | SAMKX vs SAREX | |
| SA International Small Company Fund | Foreign Small & Mid Cap Equities | 81 | -2.08% | Aug 4, 1999 | SAMKX vs SAISX | |
| SA U.S. Value Fund | Large Cap Value Equities | 47 | 2.28% | Aug 5, 1999 | SAMKX vs SABTX | |
| SA Worldwide Moderate Growth Fund | Global Allocation | 77 | 0.40% | Jun 30, 2015 | SAMKX vs SAWMX | |
| SA Global Fixed Income Fund | Global Bonds | 90 | 0.12% | Jul 28, 1999 | SAMKX vs SAXIX | |
| SA U.S. Small Company Fund | Small Cap Blend Equities | 26 | 0.50% | Aug 5, 1999 | SAMKX vs SAUMX | |
| SA U.S. Fixed Income Fund | Ultrashort Bond | 92 | 0.29% | Apr 2, 2007 | SAMKX vs SAUFX |
Often Compared With SAMKX
What investors most often compare with SAMKX, based on PortfoliosLab usage data.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | Inception | |
|---|---|---|---|---|---|---|
| Permanent Portfolio Aggressive Growth Fund Class A | Large Cap Blend Equities | 86 | -3.91% | Jan 2, 1990 | SAMKX vs PAGDX | |
| State Street Equity 500 Index II Portfolio | Large Cap Blend Equities | 44 | -7.05% | Aug 11, 2014 | SAMKX vs SSEYX |
Compare SAMKX with Any Fund or Stock
Compare SAMKX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.