Columbia Dividend Income Fund Class R5 (CDDRX) Alternatives
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 funds that fit a different role in your portfolio.
Cheapest Alternatives to CDDRX
CDDRX charges 1.15% annually. Among mutual funds in the Large Cap Value Equities category, these options have the lowest expense ratios among CDDRX alternatives.
| Symbol | Name | Expense Ratio | Inception | |
|---|---|---|---|---|
| Fidelity Series Stock Selector Large Cap Value Fun... | 0.01% | Dec 6, 2012 | CDDRX vs FBLEX | |
| Schwab U.S. Large-Cap Value Index Fund | 0.04% | Dec 20, 2017 | CDDRX vs SWLVX | |
| Fidelity Large Cap Value Index Fund | 0.04% | Jun 7, 2016 | CDDRX vs FLCOX | |
| Vanguard Value Index Fund Institutional Shares | 0.04% | Jul 2, 1998 | CDDRX vs VIVIX | |
| TIAA-CREF Large-Cap Value Index Fund | 0.05% | Oct 1, 2002 | CDDRX vs TILVX |
Best Risk-Adjusted Alternatives to CDDRX
Among mutual funds in the Large Cap Value Equities category, these options rank highest on PortfoliosLab's risk-adjusted score, which accounts for volatility, drawdown, and return consistency over a 1-year period.
| Symbol | Name | Risk / Return Rank | Inception | |
|---|---|---|---|---|
| Vanguard International High Dividend Yield Index F... | 94 | Mar 2, 2016 | CDDRX vs VIHAX | |
| Towpath Focus Fund | 89 | Dec 31, 2019 | CDDRX vs TOWFX | |
| Delaware Growth and Income Fund | 88 | Oct 4, 1993 | CDDRX vs FGINX | |
| Al Frank Fund | 86 | May 1, 2006 | CDDRX vs VALAX | |
| Dodge & Cox International Stock Fund | 86 | — | CDDRX vs DODFX |
Top Performing CDDRX Alternatives (YTD)
CDDRX alternatives from the Large Cap Value Equities category, sorted by year-to-date return.
| Symbol | Name | YTD Return | Inception | |
|---|---|---|---|---|
| Ave Maria Value Focused Fund | 17.22% | Jan 1, 1984 | CDDRX vs AVERX | |
| Voya Corporate Leaders Trust Fund | 14.09% | Nov 18, 1935 | CDDRX vs LEXCX | |
| AMG Yacktman Focused Fund | 11.56% | May 1, 1997 | CDDRX vs YAFFX | |
| GQG Partners US Quality Dividend Income Fund | 10.42% | Jun 29, 2021 | CDDRX vs GQHPX | |
| Federated Hermes Strategic Value Dividend Fund | 8.91% | Mar 30, 2005 | CDDRX vs SVAIX |
Lowest Volatility Alternatives to CDDRX
CDDRX alternatives from the Large Cap Value Equities category, sorted by annualized volatility over the past year.
| Symbol | Name | Volatility 1Y | Inception | |
|---|---|---|---|---|
| Advisors Capital Tactical Fixed Income Fund | 4.71% | Feb 1, 2021 | CDDRX vs ACTIX | |
| The Income Fund of America Class R-1 | 9.54% | Dec 1, 1973 | CDDRX vs RIDAX | |
| Rational Equity Armor Fund | 11.06% | Feb 28, 2001 | CDDRX vs HDCTX | |
| American Century Equity Income Fund | 11.57% | Aug 1, 1994 | CDDRX vs TWEIX | |
| American Century Equity Income Fund Class I | 11.60% | Jul 8, 1998 | CDDRX vs ACIIX |
Lowest Drawdown Alternatives to CDDRX
CDDRX alternatives from the Large Cap Value Equities category, sorted by maximum drawdown over the past year.
| Symbol | Name | Max Drawdown 1Y | Inception | |
|---|---|---|---|---|
| Advisors Capital Tactical Fixed Income Fund | -2.90% | Feb 1, 2021 | CDDRX vs ACTIX | |
| The Income Fund of America Class R-1 | -6.37% | Dec 1, 1973 | CDDRX vs RIDAX | |
| Auxier Focus Fund | -6.58% | Jul 9, 1999 | CDDRX vs AUXFX | |
| American Century Equity Income Fund | -6.60% | Aug 1, 1994 | CDDRX vs TWEIX | |
| American Century Equity Income Fund Class I | -6.60% | Jul 8, 1998 | CDDRX vs ACIIX |
Other Mutual Funds from Columbia
Most popular Columbia mutual funds on PortfoliosLab, across asset classes.
Often Compared With CDDRX
What investors most often compare with CDDRX, based on PortfoliosLab usage data.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | Inception | |
|---|---|---|---|---|---|---|
| Schwab International Dividend Equity ETF | Dividend, Foreign Large Cap Equities | 91 | 7.50% | Apr 29, 2021 | CDDRX vs SCHY | |
| T. Rowe Price Dividend Growth Fund, Inc. | Large Cap Blend Equities, Dividend | 29 | -0.27% | Dec 30, 1992 | CDDRX vs PRDGX | |
| Neiman Large Cap Value Fund | Large Cap Value Equities | 84 | 5.61% | Apr 1, 2003 | CDDRX vs NEIMX | |
| Hennessy Cornerstone Value Fund | Large Cap Value Equities | 60 | 8.08% | Nov 1, 1996 | CDDRX vs HFCVX | |
| 1789 Growth and Income Fund | Large Cap Value Equities | 20 | -0.58% | Jan 21, 2011 | CDDRX vs PSECX |
Compare CDDRX with Any Fund or Stock
Compare CDDRX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.