Columbia Dividend Income Fund Institutional 3 Class (CDDYX) 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 CDDYX. Use the tables to find lower-cost options, better risk-adjusted returns, or a closer substitute for your current allocation.
Cheapest Alternatives to CDDYX
CDDYX charges 0.55% annually. There are 62 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 | CDDYX vs FBLEX | |
| Vanguard Value Index Fund Institutional Shares | 0.03% | — | Jul 1998 | CDDYX vs VIVIX | |
| Fidelity Large Cap Value Index Fund | 0.04% | 13.00B | Jun 2016 | CDDYX vs FLCOX | |
| Schwab U.S. Large-Cap Value Index Fund | 0.04% | — | Dec 2017 | CDDYX vs SWLVX | |
| Vanguard Value Index Fund Admiral Shares | 0.05% | 245.00B | Nov 2000 | CDDYX vs VVIAX |
Best Risk-Adjusted Alternatives to CDDYX
CDDYX has a PortfoliosLab risk / return rank of 86. There are 72 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 | CDDYX vs FGIPX | |
| Delaware Growth and Income Fund | 96 | — | Oct 1993 | CDDYX vs FGINX | |
| Integrity Dividend Harvest Fund | 96 | — | May 2012 | CDDYX vs IDIVX | |
| BlackRock Advantage Large Cap Value Fund | 95 | — | Dec 1999 | CDDYX vs MALVX | |
| Avantis U.S. Large Cap Value Fund Institutional Cl... | 95 | — | Jun 2022 | CDDYX vs AVLVX |
Top Performing CDDYX Alternatives (YTD)
CDDYX is at 11.40% YTD. There are 166 mutual funds in the Large Cap Value Equities category with higher YTD returns, going as high as 24.85%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| PIMCO RAE US Fund | 24.85% | — | Jun 2015 | CDDYX vs PKAIX | |
| Voya Corporate Leaders Trust Fund | 23.42% | — | Nov 1935 | CDDYX vs LEXCX | |
| Avantis U.S. Large Cap Value Fund Institutional Cl... | 23.26% | — | Jun 2022 | CDDYX vs AVLVX | |
| Al Frank Fund | 22.41% | — | May 2006 | CDDYX vs VALAX | |
| AMG Yacktman Focused Fund | 21.86% | — | May 1997 | CDDYX vs YAFFX |
Lowest Volatility Alternatives to CDDYX
CDDYX 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 | CDDYX vs SHXPX | |
| Advisors Capital Tactical Fixed Income Fund | 3.63% | — | Feb 2021 | CDDYX vs ACTIX | |
| The Income Fund of America Class R-1 | 7.37% | — | Dec 1973 | CDDYX vs RIDAX | |
| Fidelity Advisor Large Cap Fund Class M | 7.50% | — | Feb 1996 | CDDYX vs FALGX | |
| SEI Institutional Managed Trust Tax-Managed Manage... | 8.50% | — | Dec 2007 | CDDYX vs TMMAX |
Lowest Drawdown Alternatives to CDDYX
CDDYX 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 | CDDYX vs ACTIX | |
| Hennessy Cornerstone Value Fund | -3.77% | — | Nov 1996 | CDDYX vs HFCVX | |
| Buffalo Flexible Income Fund | -4.45% | — | Aug 1994 | CDDYX vs BUFBX | |
| Torray Fund | -4.50% | — | Dec 1990 | CDDYX vs TORYX | |
| Federated Hermes Strategic Value Dividend Fund | -4.66% | — | Mar 2005 | CDDYX vs SVAIX |
Other Mutual Funds from Columbia
The 10 most viewed Columbia mutual funds shown here include SLMCX, GSFTX, LBSAX and span 7 categories.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|---|---|
| Columbia Seligman Technology and Information Fund | Technology Equities | 95 | 53.55% | — | Jun 1983 | CDDYX vs SLMCX | |
| Columbia Dividend Income Fund | Large Cap Value Equities | 86 | 11.33% | — | Mar 1998 | CDDYX vs GSFTX | |
| Columbia Dividend Income Fund Class A | Large Cap Value Equities | 85 | 11.18% | — | Nov 2002 | CDDYX vs LBSAX | |
| Columbia Seligman Global Technology Fund | Technology Equities | 94 | 52.49% | — | May 1994 | CDDYX vs SHGTX | |
| Columbia Global Technology Growth Fund Class A | Technology Equities, Large Cap Growth Equities | 61 | 26.10% | — | Nov 2000 | CDDYX vs CTCAX | |
| Columbia Global Technology Growth Fund | Technology Equities | 62 | 26.26% | — | Nov 2000 | CDDYX vs CMTFX | |
| Columbia Contrarian Core Fund | Large Cap Blend Equities | 47 | 10.05% | — | Dec 1992 | CDDYX vs SMGIX | |
| Columbia Balanced Fund | Diversified Portfolio | 51 | 6.51% | — | Sep 1991 | CDDYX vs CBALX | |
| Columbia Overseas Value Fund | Foreign Large Cap Equities | 43 | 6.46% | — | Mar 2008 | CDDYX vs COSZX | |
| Columbia Thermostat Fund | Tactical Allocation | 62 | 3.27% | — | Sep 2002 | CDDYX vs COTZX |
Often Compared With CDDYX
Investors most often compare CDDYX with SCHD, FXAIX, VOO. These 20 comparison targets span 11 categories, based on PortfoliosLab usage data.
Compare CDDYX with Any Fund or Stock
Compare CDDYX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.
Pair CDDYX with funds that move differently
Columbia Dividend Income Fund Institutional 3 Class alternatives help with substitution. Diversifiers are the next step when you want funds with lower historical correlation to CDDYX.
Explore CDDYX Diversifiers