ARSQX vs. OANMX
Compare and contrast key facts about Aristotle Value Equity Fund (ARSQX) and Oakmark Fund Institutional Class (OANMX).
ARSQX is managed by Aristotle. It was launched on Aug 31, 2016. OANMX is managed by Oakmark. It was launched on Nov 30, 2016.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: ARSQX or OANMX.
Correlation
The correlation between ARSQX and OANMX is 0.85, which is considered to be high. That indicates a strong positive relationship between their price movements. Having highly-correlated positions in a portfolio may signal a lack of diversification, potentially leading to increased risk during market downturns.
Performance
ARSQX vs. OANMX - Performance Comparison
Key characteristics
Returns By Period
ARSQX
N/A
N/A
N/A
N/A
N/A
N/A
OANMX
3.54%
3.40%
10.56%
19.66%
15.25%
N/A
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ARSQX vs. OANMX - Expense Ratio Comparison
ARSQX has a 0.69% expense ratio, which is higher than OANMX's 0.68% expense ratio.
Risk-Adjusted Performance
ARSQX vs. OANMX — Risk-Adjusted Performance Rank
ARSQX
OANMX
ARSQX vs. OANMX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Aristotle Value Equity Fund (ARSQX) and Oakmark Fund Institutional Class (OANMX). Risk-adjusted metrics are performance indicators that assess an investment's returns in relation to its risk, enabling a more accurate comparison of different investment options.
Dividends
ARSQX vs. OANMX - Dividend Comparison
ARSQX has not paid dividends to shareholders, while OANMX's dividend yield for the trailing twelve months is around 1.30%.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | |
|---|---|---|---|---|---|---|---|---|---|---|
ARSQX Aristotle Value Equity Fund | 0.00% | 0.00% | 1.17% | 1.92% | 2.28% | 0.51% | 0.89% | 1.33% | 0.94% | 0.26% |
OANMX Oakmark Fund Institutional Class | 1.30% | 1.34% | 1.22% | 1.17% | 0.76% | 0.33% | 1.00% | 0.96% | 0.66% | 0.00% |
Drawdowns
ARSQX vs. OANMX - Drawdown Comparison
Volatility
ARSQX vs. OANMX - Volatility Comparison
The current volatility for Aristotle Value Equity Fund (ARSQX) is 0.00%, while Oakmark Fund Institutional Class (OANMX) has a volatility of 3.14%. This indicates that ARSQX experiences smaller price fluctuations and is considered to be less risky than OANMX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.