OANMX vs. SFLNX
Compare and contrast key facts about Oakmark Fund Institutional Class (OANMX) and Schwab Fundamental US Large Company Index Fund (SFLNX).
OANMX is managed by Oakmark. It was launched on Nov 30, 2016. SFLNX is a passively managed fund by Charles Schwab that tracks the performance of the Russell RAFI US Large Company Index. It was launched on Apr 2, 2007.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: OANMX or SFLNX.
Correlation
The correlation between OANMX and SFLNX 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.
Performance
OANMX vs. SFLNX - Performance Comparison
Key characteristics
OANMX:
1.35
SFLNX:
1.50
OANMX:
1.95
SFLNX:
2.07
OANMX:
1.24
SFLNX:
1.28
OANMX:
2.10
SFLNX:
2.22
OANMX:
5.89
SFLNX:
7.40
OANMX:
2.94%
SFLNX:
2.28%
OANMX:
12.85%
SFLNX:
11.29%
OANMX:
-42.36%
SFLNX:
-60.01%
OANMX:
-6.17%
SFLNX:
-6.12%
Returns By Period
The year-to-date returns for both stocks are quite close, with OANMX having a 0.86% return and SFLNX slightly lower at 0.83%.
OANMX
0.86%
-4.42%
9.64%
16.72%
14.74%
N/A
SFLNX
0.83%
-5.23%
5.40%
16.46%
12.88%
11.29%
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OANMX vs. SFLNX - Expense Ratio Comparison
OANMX has a 0.68% expense ratio, which is higher than SFLNX's 0.25% expense ratio.
Risk-Adjusted Performance
OANMX vs. SFLNX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Oakmark Fund Institutional Class (OANMX) and Schwab Fundamental US Large Company Index Fund (SFLNX). 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
OANMX vs. SFLNX - Dividend Comparison
Neither OANMX nor SFLNX has paid dividends to shareholders.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
OANMX Oakmark Fund Institutional Class | 0.00% | 0.00% | 1.22% | 1.17% | 0.76% | 0.33% | 1.00% | 0.96% | 0.66% | 0.00% | 0.00% | 0.00% |
SFLNX Schwab Fundamental US Large Company Index Fund | 0.00% | 0.00% | 1.86% | 2.09% | 1.74% | 2.43% | 2.39% | 2.86% | 2.10% | 2.25% | 2.42% | 1.73% |
Drawdowns
OANMX vs. SFLNX - Drawdown Comparison
The maximum OANMX drawdown since its inception was -42.36%, smaller than the maximum SFLNX drawdown of -60.01%. Use the drawdown chart below to compare losses from any high point for OANMX and SFLNX. For additional features, visit the drawdowns tool.
Volatility
OANMX vs. SFLNX - Volatility Comparison
Oakmark Fund Institutional Class (OANMX) and Schwab Fundamental US Large Company Index Fund (SFLNX) have volatilities of 3.84% and 4.00%, 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.