CDDRX Alternatives & Similar Mutual Funds

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 272 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
FBLEX	Fidelity Series Stock Selector Large Cap Value Fun...	0.01%	—	Dec 2012	CDDRX vs FBLEX
VIVIX	Vanguard Value Index Fund Institutional Shares	0.03%	—	Jul 1998	CDDRX vs VIVIX
SWLVX	Schwab U.S. Large-Cap Value Index Fund	0.04%	—	Dec 2017	CDDRX vs SWLVX
FLCOX	Fidelity Large Cap Value Index Fund	0.04%	13.00B	Jun 2016	CDDRX vs FLCOX
TILVX	TIAA-CREF Large-Cap Value Index Fund	0.05%	—	Oct 2002	CDDRX vs TILVX

Best Risk-Adjusted Alternatives to CDDRX

CDDRX has a PortfoliosLab risk / return rank of 89. There are 100 mutual funds in the Large Cap Value Equities category with higher risk-adjusted ranks, going as high as 98.

Symbol	Name	Risk / Return Rank	AUM	Inception
FGIPX	Nomura Growth and Income Fund Institutional Class	98	—	Oct 1993	CDDRX vs FGIPX
PKAIX	PIMCO RAE US Fund	98	—	Jun 2015	CDDRX vs PKAIX
FGINX	Delaware Growth and Income Fund	98	—	Oct 1993	CDDRX vs FGINX
LSVVX	LSV Conservative Value Equity Fund	97	—	Mar 2007	CDDRX vs LSVVX
MALVX	BlackRock Advantage Large Cap Value Fund	97	—	Dec 1999	CDDRX vs MALVX

Top Performing CDDRX Alternatives (YTD)

CDDRX is at 12.24% YTD. There are 205 mutual funds in the Large Cap Value Equities category with higher YTD returns, going as high as 30.28%.

Symbol	Name	YTD Return	AUM	Inception
PKAIX	PIMCO RAE US Fund	30.28%	—	Jun 2015	CDDRX vs PKAIX
LEXCX	Voya Corporate Leaders Trust Fund	29.09%	—	Nov 1935	CDDRX vs LEXCX
PXTIX	PIMCO RAE PLUS Fund	25.37%	—	Jun 2005	CDDRX vs PXTIX
AVLVX	Avantis U.S. Large Cap Value Fund Institutional Cl...	24.65%	—	Jun 2022	CDDRX vs AVLVX
YAFFX	AMG Yacktman Focused Fund	24.36%	—	May 1997	CDDRX vs YAFFX

Lowest Volatility Alternatives to CDDRX

CDDRX has 9.21% 1-year volatility. There are 6 mutual funds in the Large Cap Value Equities category with lower 1-year volatility, going as low as 3.64%.

Symbol	Name	Volatility 1Y	AUM	Inception
ACTIX	Advisors Capital Tactical Fixed Income Fund	3.64%	—	Feb 2021	CDDRX vs ACTIX
FALGX	Fidelity Advisor Large Cap Fund Class M	7.26%	—	Feb 1996	CDDRX vs FALGX
RIDAX	The Income Fund of America Class R-1	7.37%	—	Dec 1973	CDDRX vs RIDAX
TWEIX	American Century Equity Income Fund	8.59%	6.45B	Aug 1994	CDDRX vs TWEIX
ACIIX	American Century Equity Income Fund Class I	8.61%	—	Jul 1998	CDDRX vs ACIIX

Lowest Drawdown Alternatives to CDDRX

CDDRX has a 1-year max drawdown of -5.51%. There are 12 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
ACTIX	Advisors Capital Tactical Fixed Income Fund	-2.90%	—	Feb 2021	CDDRX vs ACTIX
HFCVX	Hennessy Cornerstone Value Fund	-3.77%	—	Nov 1996	CDDRX vs HFCVX
BUFBX	Buffalo Flexible Income Fund	-4.45%	—	Aug 1994	CDDRX vs BUFBX
TORYX	Torray Equity Income Fund	-4.50%	—	Dec 1990	CDDRX vs TORYX
SVAIX	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, STK, GSFTX and span 8 categories.

Symbol	Name	Category	Risk / Return Rank	YTD Return	AUM	Inception
SLMCX	Columbia Seligman Technology and Information Fund ...	Technology Equities	93	45.62%	—	Jun 1983	CDDRX vs SLMCX
STK	Columbia Seligman Premium Technology Growth Fund	Technology Equities, Options Trading, Actively Managed	88	36.26%	—	Nov 2009	CDDRX vs STK
GSFTX	Columbia Dividend Income Fund	Large Cap Value Equities	90	12.19%	—	Mar 1998	CDDRX vs GSFTX
CDDYX	Columbia Dividend Income Fund Institutional 3 Clas...	Large Cap Value Equities, Dividend	90	12.30%	—	Nov 2012	CDDRX vs CDDYX
LBSAX	Columbia Dividend Income Fund Class A	Large Cap Value Equities	89	12.04%	—	Nov 2002	CDDRX vs LBSAX
SHGTX	Columbia Seligman Global Technology Fund	Technology Equities	92	44.24%	—	May 1994	CDDRX vs SHGTX
CTCAX	Columbia Global Technology Growth Fund Class A	Technology Equities, Large Cap Growth Equities	42	18.39%	—	Nov 2000	CDDRX vs CTCAX
CMTFX	Columbia Global Technology Growth Fund	Technology Equities	43	18.56%	—	Nov 2000	CDDRX vs CMTFX
SMGIX	Columbia Contrarian Core Fund	Large Cap Blend Equities	40	8.65%	—	Dec 1992	CDDRX vs SMGIX
COSZX	Columbia Overseas Value Fund	Foreign Large Cap Equities	72	10.23%	—	Mar 2008	CDDRX vs COSZX

Often Compared With CDDRX

Investors most often compare CDDRX with SCHY, PRDGX, AVERX. These 20 comparison targets span 8 categories, based on PortfoliosLab usage data.

Symbol	Name	Category	Risk / Return Rank	YTD Return	AUM	Inception
SCHY	Schwab International Dividend Equity ETF	Dividend, Foreign Large Cap Equities	86	13.81%	2.52B	Apr 2021	CDDRX vs SCHY
PRDGX	T. Rowe Price Dividend Growth Fund, Inc.	Large Cap Blend Equities, Dividend	77	11.24%	—	Dec 1992	CDDRX vs PRDGX
AVERX	Ave Maria Value Focused Fund	Large Cap Value Equities	39	20.05%	—	Jan 1984	CDDRX vs AVERX
HDCTX	Rational Equity Armor Fund	Large Cap Value Equities	36	6.06%	—	Feb 2001	CDDRX vs HDCTX
CBALX	Columbia Balanced Fund	Diversified Portfolio	46	5.53%	—	Sep 1991	CDDRX vs CBALX
PSECX	1789 Growth and Income Fund	Large Cap Value Equities	25	6.35%	—	Jan 2011	CDDRX vs PSECX
SHXPX	American Beacon Shapiro Equity Opportunities Fund	Large Cap Value Equities	—	—	—	Sep 2017	CDDRX vs SHXPX
UPDDX	Upright Growth & Income Fund	Large Cap Value Equities	—	—	—	Oct 2017	CDDRX vs UPDDX
VIHAX	Vanguard International High Dividend Yield Index F...	Large Cap Value Equities, Dividend, Foreign Large Cap Equities	94	18.05%	20.40B	Mar 2016	CDDRX vs VIHAX
AUXFX	Auxier Focus Fund	Large Cap Value Equities	89	11.54%	—	Jul 1999	CDDRX vs AUXFX
TOWFX	Towpath Focus Fund	Large Cap Value Equities	96	13.66%	—	Dec 2019	CDDRX vs TOWFX
THPGX	Thompson LargeCap Fund	Large Cap Value Equities	91	12.42%	—	Feb 1992	CDDRX vs THPGX
DODFX	Dodge & Cox International Stock Fund	Foreign Large Cap Equities, Large Cap Value Equities, Actively Managed	82	14.76%	—	May 2001	CDDRX vs DODFX
NEIMX	Neiman Large Cap Value Fund	Large Cap Value Equities	95	19.10%	—	Apr 2003	CDDRX vs NEIMX
TMMAX	SEI Institutional Managed Trust Tax-Managed Manage...	Low Volatility	60	8.33%	—	Dec 2007	CDDRX vs TMMAX
NQCRX	Nuveen Large Cap Value Fund	Large Cap Value Equities	94	20.39%	—	Dec 2006	CDDRX vs NQCRX
VALAX	Al Frank Fund	Large Cap Value Equities	93	20.70%	—	May 2006	CDDRX vs VALAX
GQHPX	GQG Partners US Quality Dividend Income Fund	Quality Factor, Large Cap Value Equities	62	13.55%	—	Jun 2021	CDDRX vs GQHPX
DQIRX	BNY Mellon Equity Income Fund	Dividend, Large Cap Value Equities	87	13.79%	—	Jul 2006	CDDRX vs DQIRX
FAIRX	Fairholme Fund	Large Cap Value Equities	30	6.16%	—	Dec 1999	CDDRX vs FAIRX

Compare CDDRX with Any Fund or Stock

Compare CDDRX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.

Symbol name

Diversifiers

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

Columbia Dividend Income Fund Class R5 (CDDRX) Alternatives