Columbia Dividend Income Fund Class R5 (CDDRX) belongs to the Large Cap Value Equities category. Below you'll find alternative mutual funds from the same category, ranked by key criteria, plus funds that investors commonly compare with CDDRX. Use the tables to find lower-cost options, better risk-adjusted returns, or a closer substitute for your current allocation.
Cheapest Alternatives to CDDRX
CDDRX charges 1.15% annually. There are 274 mutual funds in the Large Cap Value Equities category with lower expense ratios, going as low as 0.01%.
| Symbol | Name | Expense Ratio | AUM | Inception | |
|---|---|---|---|---|---|
| Fidelity Series Stock Selector Large Cap Value Fun... | 0.01% | — | Dec 2012 | CDDRX vs FBLEX | |
| Vanguard Value Index Fund Institutional Shares | 0.03% | — | Jul 1998 | CDDRX vs VIVIX | |
| Fidelity Large Cap Value Index Fund | 0.04% | 13.00B | Jun 2016 | CDDRX vs FLCOX | |
| Schwab U.S. Large-Cap Value Index Fund | 0.04% | — | Dec 2017 | CDDRX vs SWLVX | |
| Vanguard Value Index Fund Admiral Shares | 0.05% | 245.00B | Nov 2000 | CDDRX vs VVIAX |
Best Risk-Adjusted Alternatives to CDDRX
CDDRX has a PortfoliosLab risk / return rank of 86. There are 73 mutual funds in the Large Cap Value Equities category with higher risk-adjusted ranks, going as high as 96.
| Symbol | Name | Risk / Return Rank | AUM | Inception | |
|---|---|---|---|---|---|
| Nomura Growth and Income Fund Institutional Class | 96 | — | Oct 1993 | CDDRX vs FGIPX | |
| Delaware Growth and Income Fund | 96 | — | Oct 1993 | CDDRX vs FGINX | |
| BlackRock Advantage Large Cap Value Fund | 95 | — | Dec 1999 | CDDRX vs MALVX | |
| Integrity Dividend Harvest Fund | 95 | — | May 2012 | CDDRX vs IDIVX | |
| Avantis U.S. Large Cap Value Fund Institutional Cl... | 94 | — | Jun 2022 | CDDRX vs AVLVX |
Top Performing CDDRX Alternatives (YTD)
CDDRX is at 11.67% YTD. There are 170 mutual funds in the Large Cap Value Equities category with higher YTD returns, going as high as 25.44%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| PIMCO RAE US Fund | 25.44% | — | Jun 2015 | CDDRX vs PKAIX | |
| Voya Corporate Leaders Trust Fund | 24.02% | — | Nov 1935 | CDDRX vs LEXCX | |
| Avantis U.S. Large Cap Value Fund Institutional Cl... | 23.70% | — | Jun 2022 | CDDRX vs AVLVX | |
| Al Frank Fund | 22.75% | — | May 2006 | CDDRX vs VALAX | |
| AMG Yacktman Focused Fund | 22.70% | — | May 1997 | CDDRX vs YAFFX |
Lowest Volatility Alternatives to CDDRX
CDDRX has 9.14% 1-year volatility. There are 10 mutual funds in the Large Cap Value Equities category with lower 1-year volatility, going as low as 1.33%.
| Symbol | Name | Volatility 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| American Beacon Shapiro Equity Opportunities Fund | 1.33% | — | Sep 2017 | CDDRX vs SHXPX | |
| Advisors Capital Tactical Fixed Income Fund | 3.62% | — | Feb 2021 | CDDRX vs ACTIX | |
| The Income Fund of America Class R-1 | 7.37% | — | Dec 1973 | CDDRX vs RIDAX | |
| Fidelity Advisor Large Cap Fund Class M | 7.50% | — | Feb 1996 | CDDRX vs FALGX | |
| SEI Institutional Managed Trust Tax-Managed Manage... | 8.51% | — | Dec 2007 | CDDRX vs TMMAX |
Lowest Drawdown Alternatives to CDDRX
CDDRX has a 1-year max drawdown of -5.51%. There are 15 mutual funds in the Large Cap Value Equities category with shallower 1-year drawdowns, going as shallow as -2.90%.
| Symbol | Name | Max Drawdown 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| Advisors Capital Tactical Fixed Income Fund | -2.90% | — | Feb 2021 | CDDRX vs ACTIX | |
| Hennessy Cornerstone Value Fund | -3.77% | — | Nov 1996 | CDDRX vs HFCVX | |
| Buffalo Flexible Income Fund | -4.45% | — | Aug 1994 | CDDRX vs BUFBX | |
| Torray Fund | -4.50% | — | Dec 1990 | CDDRX vs TORYX | |
| Federated Hermes Strategic Value Dividend Fund | -4.66% | — | Mar 2005 | CDDRX vs SVAIX |
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 | 95 | 52.83% | — | Jun 1983 | CDDRX vs SLMCX | |
| Columbia Dividend Income Fund | Large Cap Value Equities | 85 | 11.61% | — | Mar 1998 | CDDRX vs GSFTX | |
| Columbia Dividend Income Fund Institutional 3 Clas... | Large Cap Value Equities, Dividend | 86 | 11.70% | — | Nov 2012 | CDDRX vs CDDYX | |
| Columbia Dividend Income Fund Class A | Large Cap Value Equities | 85 | 11.48% | — | Nov 2002 | CDDRX vs LBSAX | |
| Columbia Seligman Global Technology Fund | Technology Equities | 94 | 51.82% | — | May 1994 | CDDRX vs SHGTX | |
| Columbia Global Technology Growth Fund Class A | Technology Equities, Large Cap Growth Equities | 62 | 26.44% | — | Nov 2000 | CDDRX vs CTCAX | |
| Columbia Global Technology Growth Fund | Technology Equities | 63 | 26.61% | — | Nov 2000 | CDDRX vs CMTFX | |
| Columbia Contrarian Core Fund | Large Cap Blend Equities | 46 | 10.38% | — | Dec 1992 | CDDRX vs SMGIX | |
| Columbia Balanced Fund | Diversified Portfolio | 51 | 6.67% | — | Sep 1991 | CDDRX vs CBALX | |
| Columbia Overseas Value Fund | Foreign Large Cap Equities | 42 | 6.61% | — | Mar 2008 | CDDRX vs COSZX |
Often Compared With CDDRX
Investors most often compare CDDRX with SCHY, PRDGX, AVERX. These 20 comparison targets span 5 categories, based on PortfoliosLab usage data.
Compare CDDRX with Any Fund or Stock
Compare CDDRX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.
Pair CDDRX with funds that move differently
Columbia Dividend Income Fund Class R5 alternatives help with substitution. Diversifiers are the next step when you want funds with lower historical correlation to CDDRX.
Explore CDDRX Diversifiers