Columbia Disciplined Core Fund (AQEAX) belongs to the Large Cap Blend Equities category. Below you'll find alternative mutual funds from the same category, ranked by key criteria, plus funds that investors commonly compare with AQEAX. Use the tables to find lower-cost options, better risk-adjusted returns, or a closer substitute for your current allocation.
Cheapest Alternatives to AQEAX
AQEAX charges 0.97% annually. There are 296 mutual funds in the Large Cap Blend Equities category with lower expense ratios, going as low as 0.01%.
| Symbol | Name | Expense Ratio | AUM | Inception | |
|---|---|---|---|---|---|
| Vanguard Total Stock Market Index Fund Institution... | 0.01% | — | Jun 2016 | AQEAX vs VSTSX | |
| Vanguard 500 Index Fund Institutional Select Share... | 0.01% | — | — | AQEAX vs VFFSX | |
| Fidelity Total Market Index Fund | 0.02% | — | — | AQEAX vs FSKAX | |
| Fidelity SAI U.S. Large Cap Index Fund | 0.02% | — | Feb 2016 | AQEAX vs FLCPX | |
| Schwab S&P 500 Index Fund | 0.02% | 143.85B | May 1997 | AQEAX vs SWPPX |
Best Risk-Adjusted Alternatives to AQEAX
AQEAX has a PortfoliosLab risk / return rank of 37. There are 273 mutual funds in the Large Cap Blend Equities category with higher risk-adjusted ranks, going as high as 95.
| Symbol | Name | Risk / Return Rank | AUM | Inception | |
|---|---|---|---|---|---|
| Vanguard PRIMECAP Core Fund | 95 | 17.20B | Dec 2004 | AQEAX vs VPCCX | |
| Vanguard PRIMECAP Fund Admiral Shares | 93 | 92.00B | Nov 2001 | AQEAX vs VPMAX | |
| PrimeCap Odyssey Stock Fund | 92 | — | Nov 2004 | AQEAX vs POSKX | |
| Glenmede Quantitative U.S. Large Cap Core Equity P... | 90 | — | Feb 2004 | AQEAX vs GTLOX | |
| Fuller & Thaler Behavioral Unconstrained Equity Fu... | 89 | — | Dec 2018 | AQEAX vs FTZIX |
Top Performing AQEAX Alternatives (YTD)
AQEAX is at 4.05% YTD. There are 331 mutual funds in the Large Cap Blend Equities category with higher YTD returns, going as high as 30.22%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| Vanguard PRIMECAP Core Fund | 30.22% | 17.20B | Dec 2004 | AQEAX vs VPCCX | |
| Vanguard PRIMECAP Fund Admiral Shares | 25.50% | 92.00B | Nov 2001 | AQEAX vs VPMAX | |
| PrimeCap Odyssey Stock Fund | 24.66% | — | Nov 2004 | AQEAX vs POSKX | |
| Archer Multi Cap Fund | 24.45% | — | Dec 2019 | AQEAX vs ALSMX | |
| Integrity ESG Growth & Income Fund | 24.26% | — | Jan 1995 | AQEAX vs IGIAX |
Lowest Volatility Alternatives to AQEAX
AQEAX has 12.74% 1-year volatility. There are 204 mutual funds in the Large Cap Blend Equities category with lower 1-year volatility, going as low as 2.28%.
| Symbol | Name | Volatility 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| North Square Preferred and Income Securities Fund | 2.28% | — | Jun 2013 | AQEAX vs ORDNX | |
| Goldman Sachs Strategic Volatility Premium Fund | 2.39% | — | Mar 2021 | AQEAX vs SVPFX | |
| AQR Large Cap Defensive Style Fund Class R6 | 8.34% | — | Jul 2012 | AQEAX vs QUERX | |
| AQR Large Cap Defensive Style Fund | 8.36% | — | Jul 2012 | AQEAX vs AUEIX | |
| Fidelity SAI U.S. Low Volatility Index Fund | 8.52% | — | May 2015 | AQEAX vs FSUVX |
Lowest Drawdown Alternatives to AQEAX
AQEAX has a 1-year max drawdown of -9.01%. There are 187 mutual funds in the Large Cap Blend Equities category with shallower 1-year drawdowns, going as shallow as -1.33%.
| Symbol | Name | Max Drawdown 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| Goldman Sachs Strategic Volatility Premium Fund | -1.33% | — | Mar 2021 | AQEAX vs SVPFX | |
| North Square Preferred and Income Securities Fund | -2.66% | — | Jun 2013 | AQEAX vs ORDNX | |
| Rock Oak Core Growth Fund | -4.14% | — | Dec 2004 | AQEAX vs RCKSX | |
| AQR Large Cap Defensive Style Fund | -5.91% | — | Jul 2012 | AQEAX vs AUEIX | |
| AQR Large Cap Defensive Style Fund Class R6 | -5.93% | — | Jul 2012 | AQEAX vs QUERX |
Other Mutual Funds from Columbia
The 10 most viewed Columbia mutual funds shown here include SLMCX, GSFTX, CDDYX and span 7 categories.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|---|---|
| Columbia Seligman Technology and Information Fund | Technology Equities | 96 | 54.09% | — | Jun 1983 | AQEAX vs SLMCX | |
| Columbia Dividend Income Fund | Large Cap Value Equities | 80 | 9.08% | — | Mar 1998 | AQEAX vs GSFTX | |
| Columbia Dividend Income Fund Institutional 3 Clas... | Large Cap Value Equities, Dividend | 80 | 9.17% | — | Nov 2012 | AQEAX vs CDDYX | |
| Columbia Dividend Income Fund Class A | Large Cap Value Equities | 79 | 8.95% | — | Nov 2002 | AQEAX vs LBSAX | |
| Columbia Seligman Global Technology Fund | Technology Equities | 95 | 53.00% | — | May 1994 | AQEAX vs SHGTX | |
| Columbia Global Technology Growth Fund Class A | Technology Equities, Large Cap Growth Equities | 64 | 24.56% | — | Nov 2000 | AQEAX vs CTCAX | |
| Columbia Global Technology Growth Fund | Technology Equities | 65 | 24.70% | — | Nov 2000 | AQEAX vs CMTFX | |
| Columbia Contrarian Core Fund | Large Cap Blend Equities | 41 | 6.77% | — | Dec 1992 | AQEAX vs SMGIX | |
| Columbia Balanced Fund | Diversified Portfolio | 46 | 4.72% | — | Sep 1991 | AQEAX vs CBALX | |
| Columbia Overseas Value Fund | Foreign Large Cap Equities | 19 | -1.27% | — | Mar 2008 | AQEAX vs COSZX |
Often Compared With AQEAX
Investors most often compare AQEAX with SPY, ^GSPC, FEQHX. These 20 comparison targets span 3 categories, based on PortfoliosLab usage data.
Compare AQEAX with Any Fund or Stock
Compare AQEAX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.
Pair AQEAX with funds that move differently
Columbia Disciplined Core Fund alternatives help with substitution. Diversifiers are the next step when you want funds with lower historical correlation to AQEAX.
Explore AQEAX Diversifiers