Columbia Acorn European Fund (CAEZX) belongs to the Europe Equities category. Below you'll find alternative mutual funds from the same category, ranked by key criteria, plus funds that investors commonly compare with CAEZX. Use the tables to find lower-cost options, better risk-adjusted returns, or a closer substitute for your current allocation.
Cheapest Alternatives to CAEZX
CAEZX charges 1.19% annually. There are 14 mutual funds in the Europe Equities category with lower expense ratios, going as low as 0.07%.
| Symbol | Name | Expense Ratio | AUM | Inception | |
|---|---|---|---|---|---|
| Vanguard European Stock Index Fund Institutional P... | 0.07% | — | Dec 2014 | CAEZX vs VEUPX | |
| Vanguard European Stock Index Fund Institutional S... | 0.08% | — | May 2000 | CAEZX vs VESIX | |
| Vanguard European Stock Index Fund Admiral Shares | 0.08% | 37.90B | Aug 2001 | CAEZX vs VEUSX | |
| Six Circles Managed Equity Portfolio International... | 0.13% | — | Apr 2019 | CAEZX vs CMIUX | |
| Vanguard European Stock Index Fund | 0.25% | — | Jun 1990 | CAEZX vs VEURX |
Best Risk-Adjusted Alternatives to CAEZX
CAEZX has a PortfoliosLab risk / return rank of 17. There are 23 mutual funds in the Europe Equities category with higher risk-adjusted ranks, going as high as 93.
| Symbol | Name | Risk / Return Rank | AUM | Inception | |
|---|---|---|---|---|---|
| DoubleLine Shiller Enhanced International CAPE | 93 | — | Dec 2016 | CAEZX vs DSEUX | |
| ProFunds Europe 30 Fund | 91 | — | Mar 1999 | CAEZX vs UEPIX | |
| Invesco EQV European Equity Fund | 85 | — | Nov 1997 | CAEZX vs AEDAX | |
| Six Circles Managed Equity Portfolio International... | 67 | — | Apr 2019 | CAEZX vs CMIUX | |
| Franklin Mutual European Fund | 64 | — | Jul 1996 | CAEZX vs MEURX |
Top Performing CAEZX Alternatives (YTD)
CAEZX is at 7.56% YTD. There are 18 mutual funds in the Europe Equities category with higher YTD returns, going as high as 20.36%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| ProFunds Europe 30 Fund | 20.36% | — | Mar 1999 | CAEZX vs UEPIX | |
| Invesco EQV European Equity Fund | 18.86% | — | Nov 1997 | CAEZX vs AEDAX | |
| DoubleLine Shiller Enhanced International CAPE | 17.99% | — | Dec 2016 | CAEZX vs DSEUX | |
| The Central and Eastern Europe Fund | 15.88% | — | Mar 1990 | CAEZX vs CEE | |
| Six Circles Managed Equity Portfolio International... | 12.43% | — | Apr 2019 | CAEZX vs CMIUX |
Lowest Volatility Alternatives to CAEZX
CAEZX has 16.50% 1-year volatility. There are 13 mutual funds in the Europe Equities category with lower 1-year volatility, going as low as 13.54%.
| Symbol | Name | Volatility 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| DoubleLine Shiller Enhanced International CAPE | 13.54% | — | Dec 2016 | CAEZX vs DSEUX | |
| Franklin Mutual European Fund | 14.16% | — | Jul 1996 | CAEZX vs MEURX | |
| Brown Advisory - WMC Strategic European Equity Fun... | 14.22% | — | Oct 2013 | CAEZX vs BIAHX | |
| DFA Continental Small Company Portfolio | 14.75% | — | Apr 1988 | CAEZX vs DFCSX | |
| ProFunds Europe 30 Fund | 15.40% | — | Mar 1999 | CAEZX vs UEPIX |
Lowest Drawdown Alternatives to CAEZX
CAEZX has a 1-year max drawdown of -14.38%. There are 20 mutual funds in the Europe Equities category with shallower 1-year drawdowns, going as shallow as -6.74%.
| Symbol | Name | Max Drawdown 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| ProFunds Europe 30 Fund | -6.74% | — | Mar 1999 | CAEZX vs UEPIX | |
| DoubleLine Shiller Enhanced International CAPE | -7.31% | — | Dec 2016 | CAEZX vs DSEUX | |
| Invesco EQV European Equity Fund | -10.59% | — | Nov 1997 | CAEZX vs AEDAX | |
| Franklin Mutual European Fund | -11.16% | — | Jul 1996 | CAEZX vs MEURX | |
| Six Circles Managed Equity Portfolio International... | -11.76% | — | Apr 2019 | CAEZX vs CMIUX |
Other Mutual Funds from Columbia
The 10 most viewed Columbia mutual funds shown here include SLMCX, STK, GSFTX and span 8 categories.
Often Compared With CAEZX
Investors most often compare CAEZX with ESMAX, CBALX, FZILX. These 4 comparison targets span 3 categories, based on PortfoliosLab usage data.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|---|---|
| Invesco EQV European Small Company Fund | Europe Equities | 18 | 12.04% | — | Aug 2000 | CAEZX vs ESMAX | |
| Columbia Balanced Fund | Diversified Portfolio | 46 | 5.53% | — | Sep 1991 | CAEZX vs CBALX | |
| Fidelity ZERO International Index Fund | Foreign Large Cap Equities | 76 | 14.05% | — | Aug 2018 | CAEZX vs FZILX | |
| BlackRock EuroFund Fund | Europe Equities | 9 | 5.39% | — | Oct 1988 | CAEZX vs MAEFX |
Compare CAEZX with Any Fund or Stock
Compare CAEZX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.
Pair CAEZX with funds that move differently
Columbia Acorn European Fund alternatives help with substitution. Diversifiers are the next step when you want funds with lower historical correlation to CAEZX.
Explore CAEZX Diversifiers