OAKMX vs. MUHLX
Compare and contrast key facts about Oakmark Fund Investor Class (OAKMX) and Muhlenkamp Fund (MUHLX).
OAKMX is managed by Oakmark. It was launched on Aug 5, 1991. MUHLX is managed by Muhlenkamp. It was launched on Nov 1, 1988.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: OAKMX or MUHLX.
Correlation
The correlation between OAKMX and MUHLX 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
OAKMX vs. MUHLX - Performance Comparison
Key characteristics
OAKMX:
0.18
MUHLX:
0.50
OAKMX:
0.37
MUHLX:
0.80
OAKMX:
1.05
MUHLX:
1.11
OAKMX:
0.19
MUHLX:
0.64
OAKMX:
0.79
MUHLX:
2.18
OAKMX:
4.09%
MUHLX:
3.73%
OAKMX:
18.23%
MUHLX:
16.40%
OAKMX:
-61.02%
MUHLX:
-68.37%
OAKMX:
-12.86%
MUHLX:
-7.21%
Returns By Period
In the year-to-date period, OAKMX achieves a -7.36% return, which is significantly lower than MUHLX's 0.48% return. Over the past 10 years, OAKMX has outperformed MUHLX with an annualized return of 8.53%, while MUHLX has yielded a comparatively lower 6.90% annualized return.
OAKMX
-7.36%
-8.87%
-7.44%
2.72%
19.05%
8.53%
MUHLX
0.48%
-3.60%
-4.29%
9.14%
18.93%
6.90%
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OAKMX vs. MUHLX - Expense Ratio Comparison
OAKMX has a 0.91% expense ratio, which is lower than MUHLX's 1.14% expense ratio.
Risk-Adjusted Performance
OAKMX vs. MUHLX — Risk-Adjusted Performance Rank
OAKMX
MUHLX
OAKMX vs. MUHLX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Oakmark Fund Investor Class (OAKMX) and Muhlenkamp Fund (MUHLX). 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
OAKMX vs. MUHLX - Dividend Comparison
OAKMX's dividend yield for the trailing twelve months is around 1.20%, less than MUHLX's 7.87% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
OAKMX Oakmark Fund Investor Class | 1.20% | 1.12% | 1.02% | 0.92% | 0.52% | 0.17% | 0.81% | 0.73% | 0.47% | 1.06% | 0.95% | 0.64% |
MUHLX Muhlenkamp Fund | 7.87% | 7.91% | 0.89% | 6.80% | 7.77% | 10.28% | 1.26% | 14.70% | 4.30% | 0.00% | 11.02% | 15.21% |
Drawdowns
OAKMX vs. MUHLX - Drawdown Comparison
The maximum OAKMX drawdown since its inception was -61.02%, smaller than the maximum MUHLX drawdown of -68.37%. Use the drawdown chart below to compare losses from any high point for OAKMX and MUHLX. For additional features, visit the drawdowns tool.
Volatility
OAKMX vs. MUHLX - Volatility Comparison
Oakmark Fund Investor Class (OAKMX) has a higher volatility of 12.94% compared to Muhlenkamp Fund (MUHLX) at 10.10%. This indicates that OAKMX's price experiences larger fluctuations and is considered to be riskier than MUHLX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.