PortfoliosLab logo
PortfoliosLab logo
Tools
Portfolios
Screeners
Discussions
ARSQX vs. OANMX
Performance
Risk-Adjusted Performance
Dividends
Drawdowns
Volatility

ARSQX vs. OANMX

Last updated May 12, 2025

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 0.00. This indicates that the assets' prices tend to move in opposite directions. Negative correlation can be particularly beneficial for diversification and risk management, as one asset may offset the losses of the other during market fluctuations.

Performance

ARSQX vs. OANMX - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in Aristotle Value Equity Fund (ARSQX) and Oakmark Fund Institutional Class (OANMX). The values are adjusted to include any dividend payments, if applicable.

Loading data...

Key characteristics

Returns By Period

ARSQX

YTD

N/A

1M

N/A

6M

N/A

1Y

N/A

5Y*

N/A

10Y*

N/A

OANMX

YTD

N/A

1M

N/A

6M

N/A

1Y

N/A

5Y*

N/A

10Y*

N/A

*Annualized

Compare stocks, funds, or ETFs

Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.

ARSQX vs. OANMX - Expense Ratio Comparison

ARSQX has a 0.69% expense ratio, which is higher than OANMX's 0.68% expense ratio.

ARSQX
Aristotle Value Equity Fund
OANMX
Oakmark Fund Institutional Class

Risk-Adjusted Performance

ARSQX vs. OANMX — Risk-Adjusted Performance Rank

Compare risk-adjusted metric ranks to identify better-performing investments over the past 12 months.
ARSQX
OANMX
The Risk-Adjusted Performance Rank of OANMX is 5555
Overall Rank
The Sharpe Ratio Rank of OANMX is 4949
Sharpe Ratio Rank
The Sortino Ratio Rank of OANMX is 5252
Sortino Ratio Rank
The Omega Ratio Rank of OANMX is 5353
Omega Ratio Rank
The Calmar Ratio Rank of OANMX is 6464
Calmar Ratio Rank
The Martin Ratio Rank of OANMX is 5656
Martin Ratio Rank
The risk-adjusted ranks indicate the investment's position relative to the market. A rank closer to 100 signifies top-performing investments, while a rank closer to 0 might suggest underperformance, based on the selected ratio. The values are calculated based on the past 12 months of returns.

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.

No data
No data
No data
No data
No data

Loading data...

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 1.35%.

TTM202420232022202120202019201820172016
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		1.35%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%

Drawdowns

ARSQX vs. OANMX - Drawdown Comparison

Loading data...

Volatility

ARSQX vs. OANMX - Volatility Comparison

Loading data...