OANMX vs. FBLEX
Compare and contrast key facts about Oakmark Fund Institutional Class (OANMX) and Fidelity Series Stock Selector Large Cap Value Fund (FBLEX).
OANMX is managed by Oakmark. It was launched on Nov 30, 2016. FBLEX is managed by Fidelity. It was launched on Dec 6, 2012.
Performance
OANMX vs. FBLEX - Performance Comparison
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OANMX vs. FBLEX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
OANMX Oakmark Fund Institutional Class | -2.41% | 14.38% | 16.28% | 31.21% | -13.18% | 34.87% | 13.09% | 27.35% | -12.62% | 15.96% |
FBLEX Fidelity Series Stock Selector Large Cap Value Fund | 0.05% | 17.06% | 18.04% | 15.60% | -4.82% | 26.83% | 4.34% | 25.57% | -9.04% | 11.66% |
Returns By Period
In the year-to-date period, OANMX achieves a -2.41% return, which is significantly lower than FBLEX's 0.05% return.
OANMX
- 1D
- 1.76%
- 1M
- -3.55%
- YTD
- -2.41%
- 6M
- 2.42%
- 1Y
- 10.38%
- 3Y*
- 16.34%
- 5Y*
- 11.18%
- 10Y*
- —
FBLEX
- 1D
- 2.10%
- 1M
- -4.43%
- YTD
- 0.05%
- 6M
- 5.21%
- 1Y
- 15.19%
- 3Y*
- 16.31%
- 5Y*
- 11.26%
- 10Y*
- 11.35%
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OANMX vs. FBLEX - Expense Ratio Comparison
OANMX has a 0.68% expense ratio, which is higher than FBLEX's 0.01% expense ratio.
Return for Risk
OANMX vs. FBLEX — Risk / Return Rank
OANMX
FBLEX
OANMX vs. FBLEX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Oakmark Fund Institutional Class (OANMX) and Fidelity Series Stock Selector Large Cap Value Fund (FBLEX). 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.
| OANMX | FBLEX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.55 | 1.00 | -0.44 |
Sortino ratioReturn per unit of downside risk | 0.89 | 1.44 | -0.55 |
Omega ratioGain probability vs. loss probability | 1.13 | 1.22 | -0.09 |
Calmar ratioReturn relative to maximum drawdown | 0.84 | 1.39 | -0.55 |
Martin ratioReturn relative to average drawdown | 3.34 | 6.40 | -3.06 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
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Sharpe Ratios by Period
| OANMX | FBLEX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.55 | 1.00 | -0.44 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.61 | 0.76 | -0.15 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | — | 0.65 | — |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.59 | 0.70 | -0.11 |
Correlation
The correlation between OANMX and FBLEX is 0.93, 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.
Dividends
OANMX vs. FBLEX - Dividend Comparison
OANMX's dividend yield for the trailing twelve months is around 1.17%, less than FBLEX's 11.10% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
OANMX Oakmark Fund Institutional Class | 1.17% | 1.14% | 1.34% | 1.22% | 1.17% | 1.94% | 0.33% | 8.53% | 8.37% | 0.66% | 0.00% | 0.00% |
FBLEX Fidelity Series Stock Selector Large Cap Value Fund | 11.10% | 9.95% | 12.63% | 5.05% | 12.66% | 14.51% | 3.85% | 5.65% | 10.97% | 7.09% | 2.47% | 13.81% |
Drawdowns
OANMX vs. FBLEX - Drawdown Comparison
The maximum OANMX drawdown since its inception was -40.08%, roughly equal to the maximum FBLEX drawdown of -39.73%. Use the drawdown chart below to compare losses from any high point for OANMX and FBLEX.
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Drawdown Indicators
| OANMX | FBLEX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -40.08% | -39.73% | -0.35% |
Max Drawdown (1Y)Largest decline over 1 year | -13.46% | -11.55% | -1.91% |
Max Drawdown (5Y)Largest decline over 5 years | -23.55% | -19.00% | -4.55% |
Max Drawdown (10Y)Largest decline over 10 years | — | -39.73% | — |
Current DrawdownCurrent decline from peak | -4.92% | -4.93% | +0.01% |
Average DrawdownAverage peak-to-trough decline | -5.62% | -3.86% | -1.76% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 3.37% | 2.51% | +0.86% |
Volatility
OANMX vs. FBLEX - Volatility Comparison
Oakmark Fund Institutional Class (OANMX) and Fidelity Series Stock Selector Large Cap Value Fund (FBLEX) have volatilities of 4.20% and 4.24%, respectively, indicating that both stocks experience similar levels of price fluctuations. This suggests that the risk associated with both stocks, as measured by volatility, is nearly the same. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| OANMX | FBLEX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 4.20% | 4.24% | -0.04% |
Volatility (6M)Calculated over the trailing 6-month period | 10.34% | 8.05% | +2.29% |
Volatility (1Y)Calculated over the trailing 1-year period | 18.77% | 15.24% | +3.53% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 18.36% | 14.81% | +3.55% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 20.79% | 17.40% | +3.39% |