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 a closer substitute for your current allocation.
Cheapest Alternatives to SAMKX
SAMKX charges 0.67% annually. There are 193 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 500 Index Fund Institutional Select Share... | 0.01% | — | — | SAMKX vs VFFSX | |
| Vanguard Total Stock Market Index Fund Institution... | 0.01% | — | Jun 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 2016 | SAMKX vs FLCPX | |
| Vanguard Institutional Index Fund Institutional Pl... | 0.02% | 355.20B | Jul 1997 | SAMKX vs VIIIX |
Best Risk-Adjusted Alternatives to SAMKX
SAMKX has a PortfoliosLab risk / return rank of 64. There are 70 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 | |
|---|---|---|---|---|---|
| Vanguard PRIMECAP Core Fund | 95 | 17.20B | Dec 2004 | SAMKX vs VPCCX | |
| Vanguard PRIMECAP Fund Admiral Shares | 92 | 92.00B | Nov 2001 | SAMKX vs VPMAX | |
| PrimeCap Odyssey Stock Fund | 92 | — | Nov 2004 | SAMKX vs POSKX | |
| Glenmede Quantitative U.S. Large Cap Core Equity P... | 89 | — | Feb 2004 | SAMKX vs GTLOX | |
| Glenmede Responsible ESG U.S. Equity Portfolio | 89 | — | Dec 2015 | SAMKX vs RESGX |
Top Performing SAMKX Alternatives (YTD)
SAMKX is at 7.76% YTD. There are 215 mutual funds in the Large Cap Blend Equities category with higher YTD returns, going as high as 30.27%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| Vanguard PRIMECAP Core Fund | 30.27% | 17.20B | Dec 2004 | SAMKX vs VPCCX | |
| Vanguard PRIMECAP Fund Admiral Shares | 25.44% | 92.00B | Nov 2001 | SAMKX vs VPMAX | |
| PrimeCap Odyssey Stock Fund | 24.51% | — | Nov 2004 | SAMKX vs POSKX | |
| Integrity ESG Growth & Income Fund | 24.37% | — | Jan 1995 | SAMKX vs IGIAX | |
| Archer Multi Cap Fund | 24.19% | — | Dec 2019 | SAMKX vs ALSMX |
Lowest Volatility Alternatives to SAMKX
SAMKX has 12.14% 1-year volatility. There are 84 mutual funds in the Large Cap Blend Equities category with lower 1-year volatility, going as low as 2.28%.
| Symbol | Name | Volatility 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| North Square Preferred and Income Securities Fund | 2.28% | — | Jun 2013 | SAMKX vs ORDNX | |
| Goldman Sachs Strategic Volatility Premium Fund | 2.40% | — | Mar 2021 | SAMKX vs SVPFX | |
| AQR Large Cap Defensive Style Fund Class R6 | 8.39% | — | Jul 2012 | SAMKX vs QUERX | |
| AQR Large Cap Defensive Style Fund | 8.41% | — | Jul 2012 | SAMKX vs AUEIX | |
| Fidelity SAI U.S. Low Volatility Index Fund | 8.58% | — | May 2015 | SAMKX vs FSUVX |
Lowest Drawdown Alternatives to SAMKX
SAMKX has a 1-year max drawdown of -8.75%. There are 103 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 | SAMKX vs SVPFX | |
| North Square Preferred and Income Securities Fund | -2.66% | — | Jun 2013 | SAMKX vs ORDNX | |
| Rock Oak Core Growth Fund | -4.14% | — | Dec 2004 | SAMKX vs RCKSX | |
| AQR Large Cap Defensive Style Fund | -5.91% | — | Jul 2012 | SAMKX vs AUEIX | |
| AQR Large Cap Defensive Style Fund Class R6 | -5.93% | — | Jul 2012 | SAMKX vs QUERX |
Other Mutual Funds from SA Funds
The 9 most viewed SA Funds mutual funds shown here include SAEMX, SAHMX, SABTX and span 9 categories.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|---|---|
| SA Emerging Markets Value Fund | Emerging Markets Diversified | 87 | 23.09% | — | Apr 2007 | SAMKX vs SAEMX | |
| SA International Value Fund | Foreign Large Cap Equities | 89 | 9.95% | — | Aug 1999 | SAMKX vs SAHMX | |
| SA U.S. Value Fund | Large Cap Value Equities | 94 | 17.93% | — | Aug 1999 | SAMKX vs SABTX | |
| SA International Small Company Fund | Foreign Small & Mid Cap Equities | 36 | 5.78% | — | Aug 1999 | SAMKX vs SAISX | |
| SA Worldwide Moderate Growth Fund | Global Allocation | 93 | 9.88% | — | Jun 2015 | SAMKX vs SAWMX | |
| SA Global Fixed Income Fund | Global Bonds | 65 | 1.73% | — | Jul 1999 | SAMKX vs SAXIX | |
| SA Real Estate Securities Fund | REIT | 12 | 15.24% | — | Apr 2007 | SAMKX vs SAREX | |
| SA U.S. Fixed Income Fund | Ultrashort Bond | 92 | 0.96% | — | Apr 2007 | SAMKX vs SAUFX | |
| SA U.S. Small Company Fund | Small Cap Blend Equities | 70 | 17.42% | — | Aug 1999 | SAMKX vs SAUMX |
Often Compared With SAMKX
Investors most often compare SAMKX with FEQHX, FNSTX, FULVX. These 20 comparison targets span 4 categories, based on PortfoliosLab usage data.
Compare SAMKX with Any Fund or Stock
Compare SAMKX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.
Pair SAMKX with funds that move differently
SA U.S. Core Market Fund alternatives help with substitution. Diversifiers are the next step when you want funds with lower historical correlation to SAMKX.
Explore SAMKX Diversifiers