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 | |
| Schwab U.S. Large-Cap Value Index Fund | 0.04% | — | Dec 2017 | CDDYX vs SWLVX | |
| Fidelity Large Cap Value Index Fund | 0.04% | 13.00B | Jun 2016 | CDDYX vs FLCOX | |
| TIAA-CREF Large-Cap Value Index Fund | 0.05% | — | Oct 2002 | CDDYX vs TILVX |
Best Risk-Adjusted Alternatives to CDDYX
CDDYX has a PortfoliosLab risk / return rank of 91. There are 97 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 | |
|---|---|---|---|---|---|
| Nomura Growth and Income Fund Institutional Class | 98 | — | Oct 1993 | CDDYX vs FGIPX | |
| Delaware Growth and Income Fund | 98 | — | Oct 1993 | CDDYX vs FGINX | |
| PIMCO RAE US Fund | 98 | — | Jun 2015 | CDDYX vs PKAIX | |
| BlackRock Advantage Large Cap Value Fund Investor ... | 98 | — | — | CDDYX vs MDLVX | |
| LSV Conservative Value Equity Fund | 98 | — | Mar 2007 | CDDYX vs LSVVX |
Top Performing CDDYX Alternatives (YTD)
CDDYX is at 12.30% YTD. There are 206 mutual funds in the Large Cap Value Equities category with higher YTD returns, going as high as 30.43%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| PIMCO RAE US Fund | 30.43% | — | Jun 2015 | CDDYX vs PKAIX | |
| Voya Corporate Leaders Trust Fund | 29.15% | — | Nov 1935 | CDDYX vs LEXCX | |
| AMG Yacktman Focused Fund | 25.82% | — | May 1997 | CDDYX vs YAFFX | |
| PIMCO RAE PLUS Fund | 25.46% | — | Jun 2005 | CDDYX vs PXTIX | |
| Avantis U.S. Large Cap Value Fund Institutional Cl... | 24.91% | — | Jun 2022 | CDDYX vs AVLVX |
Lowest Volatility Alternatives to CDDYX
CDDYX has 9.20% 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 | |
|---|---|---|---|---|---|
| Advisors Capital Tactical Fixed Income Fund | 3.64% | — | Feb 2021 | CDDYX vs ACTIX | |
| Fidelity Advisor Large Cap Fund Class M | 7.26% | — | Feb 1996 | CDDYX vs FALGX | |
| The Income Fund of America Class R-1 | 7.35% | — | Dec 1973 | CDDYX vs RIDAX | |
| American Century Equity Income Fund | 8.58% | 6.45B | Aug 1994 | CDDYX vs TWEIX | |
| American Century Equity Income Fund Class I | 8.60% | — | Jul 1998 | CDDYX vs ACIIX |
Lowest Drawdown Alternatives to CDDYX
CDDYX 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 | |
|---|---|---|---|---|---|
| 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 Equity Income 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, STK, GSFTX and span 8 categories.
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