MUHLX vs. OAKMX
Compare and contrast key facts about Muhlenkamp Fund (MUHLX) and Oakmark Fund Investor Class (OAKMX).
MUHLX is managed by Muhlenkamp. It was launched on Nov 1, 1988. OAKMX is managed by Oakmark. It was launched on Aug 5, 1991.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: MUHLX or OAKMX.
Correlation
The correlation between MUHLX and OAKMX is 0.82, 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
MUHLX vs. OAKMX - Performance Comparison
Key characteristics
MUHLX:
0.69
OAKMX:
1.63
MUHLX:
0.95
OAKMX:
2.35
MUHLX:
1.14
OAKMX:
1.29
MUHLX:
0.32
OAKMX:
2.92
MUHLX:
2.24
OAKMX:
7.03
MUHLX:
4.59%
OAKMX:
2.94%
MUHLX:
14.96%
OAKMX:
12.69%
MUHLX:
-68.37%
OAKMX:
-61.02%
MUHLX:
-25.60%
OAKMX:
-1.55%
Returns By Period
In the year-to-date period, MUHLX achieves a 4.92% return, which is significantly higher than OAKMX's 4.66% return. Over the past 10 years, MUHLX has underperformed OAKMX with an annualized return of 1.45%, while OAKMX has yielded a comparatively higher 9.77% annualized return.
MUHLX
4.92%
0.43%
-3.08%
8.51%
7.38%
1.45%
OAKMX
4.66%
2.10%
9.49%
17.79%
15.22%
9.77%
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MUHLX vs. OAKMX - Expense Ratio Comparison
MUHLX has a 1.14% expense ratio, which is higher than OAKMX's 0.91% expense ratio.
Risk-Adjusted Performance
MUHLX vs. OAKMX — Risk-Adjusted Performance Rank
MUHLX
OAKMX
MUHLX vs. OAKMX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Muhlenkamp Fund (MUHLX) and Oakmark Fund Investor Class (OAKMX). 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
MUHLX vs. OAKMX - Dividend Comparison
MUHLX's dividend yield for the trailing twelve months is around 0.56%, less than OAKMX's 1.07% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
MUHLX Muhlenkamp Fund | 0.56% | 0.58% | 0.89% | 0.38% | 0.00% | 0.27% | 0.41% | 0.40% | 0.34% | 0.00% | 0.00% | 0.00% |
OAKMX Oakmark Fund Investor Class | 1.07% | 1.12% | 1.02% | 0.92% | 0.52% | 0.17% | 0.81% | 0.73% | 0.47% | 1.06% | 0.95% | 0.64% |
Drawdowns
MUHLX vs. OAKMX - Drawdown Comparison
The maximum MUHLX drawdown since its inception was -68.37%, which is greater than OAKMX's maximum drawdown of -61.02%. Use the drawdown chart below to compare losses from any high point for MUHLX and OAKMX. For additional features, visit the drawdowns tool.
Volatility
MUHLX vs. OAKMX - Volatility Comparison
Muhlenkamp Fund (MUHLX) has a higher volatility of 3.31% compared to Oakmark Fund Investor Class (OAKMX) at 2.76%. This indicates that MUHLX's price experiences larger fluctuations and is considered to be riskier than OAKMX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.