Columbia Dividend Income Fund Institutional 3 Class (CDDYX) Alternatives
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 funds that fit a different role in your portfolio.
Cheapest Alternatives to CDDYX
CDDYX charges 0.55% annually. Among mutual funds in the Large Cap Value Equities category, these options have the lowest expense ratios among CDDYX alternatives.
| Symbol | Name | Expense Ratio | Inception | |
|---|---|---|---|---|
| Fidelity Series Stock Selector Large Cap Value Fun... | 0.01% | Dec 6, 2012 | CDDYX vs FBLEX | |
| Schwab U.S. Large-Cap Value Index Fund | 0.04% | Dec 20, 2017 | CDDYX vs SWLVX | |
| Fidelity Large Cap Value Index Fund | 0.04% | Jun 7, 2016 | CDDYX vs FLCOX | |
| Vanguard Value Index Fund Institutional Shares | 0.04% | Jul 2, 1998 | CDDYX vs VIVIX | |
| TIAA-CREF Large-Cap Value Index Fund | 0.05% | Oct 1, 2002 | CDDYX vs TILVX |
Best Risk-Adjusted Alternatives to CDDYX
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... | 92 | Mar 2, 2016 | CDDYX vs VIHAX | |
| Delaware Growth and Income Fund | 88 | Oct 4, 1993 | CDDYX vs FGINX | |
| Towpath Focus Fund | 87 | Dec 31, 2019 | CDDYX vs TOWFX | |
| Neiman Large Cap Value Fund | 86 | Apr 1, 2003 | CDDYX vs NEIMX | |
| Al Frank Fund | 85 | May 1, 2006 | CDDYX vs VALAX |
Top Performing CDDYX Alternatives (YTD)
CDDYX alternatives from the Large Cap Value Equities category, sorted by year-to-date return.
| Symbol | Name | YTD Return | Inception | |
|---|---|---|---|---|
| Ave Maria Value Focused Fund | 18.00% | Jan 1, 1984 | CDDYX vs AVERX | |
| Voya Corporate Leaders Trust Fund | 15.27% | Nov 18, 1935 | CDDYX vs LEXCX | |
| GQG Partners US Quality Dividend Income Fund | 11.95% | Jun 29, 2021 | CDDYX vs GQHPX | |
| AMG Yacktman Focused Fund | 8.59% | May 1, 1997 | CDDYX vs YAFFX | |
| Hennessy Cornerstone Value Fund | 8.31% | Nov 1, 1996 | CDDYX vs HFCVX |
Lowest Volatility Alternatives to CDDYX
CDDYX 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 | 4.68% | Feb 1, 2021 | CDDYX vs ACTIX | |
| The Income Fund of America Class R-1 | 9.48% | Dec 1, 1973 | CDDYX vs RIDAX | |
| Rational Equity Armor Fund | 11.05% | Feb 28, 2001 | CDDYX vs HDCTX | |
| American Century Equity Income Fund | 11.59% | Aug 1, 1994 | CDDYX vs TWEIX | |
| American Century Equity Income Fund Class I | 11.61% | Jul 8, 1998 | CDDYX vs ACIIX |
Lowest Drawdown Alternatives to CDDYX
CDDYX 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 | -3.07% | Feb 1, 2021 | CDDYX vs ACTIX | |
| Rational Equity Armor Fund | -6.95% | Feb 28, 2001 | CDDYX vs HDCTX | |
| Auxier Focus Fund | -8.19% | Jul 9, 1999 | CDDYX vs AUXFX | |
| The Income Fund of America Class R-1 | -8.25% | Dec 1, 1973 | CDDYX vs RIDAX | |
| 1789 Growth and Income Fund | -8.36% | Jan 21, 2011 | CDDYX vs PSECX |
Other Mutual Funds from Columbia
Most popular Columbia mutual funds on PortfoliosLab, across asset classes.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | Inception | |
|---|---|---|---|---|---|---|
| Columbia Seligman Technology and Information Fund | Technology Equities | 91 | 0.17% | Jun 22, 1983 | CDDYX vs SLMCX | |
| Columbia Dividend Income Fund | Large Cap Value Equities | 69 | 1.58% | Mar 4, 1998 | CDDYX vs GSFTX | |
| Columbia Dividend Income Fund Class A | Large Cap Value Equities | 68 | 1.55% | Nov 25, 2002 | CDDYX vs LBSAX | |
| Columbia Global Technology Growth Fund Class A | Technology Equities, Large Cap Growth Equities | 62 | -10.22% | Nov 9, 2000 | CDDYX vs CTCAX | |
| Columbia Global Technology Growth Fund | Technology Equities | 63 | -10.17% | Nov 8, 2000 | CDDYX vs CMTFX | |
| Columbia Contrarian Core Fund | Large Cap Blend Equities | 34 | -8.32% | Dec 14, 1992 | CDDYX vs SMGIX | |
| Columbia Seligman Global Technology Fund | Technology Equities | 89 | -0.71% | May 22, 1994 | CDDYX vs SHGTX | |
| Columbia Balanced Fund | Diversified Portfolio | 46 | -5.35% | Sep 30, 1991 | CDDYX vs CBALX | |
| Columbia Overseas Value Fund | Foreign Large Cap Equities | 87 | 0.28% | Mar 30, 2008 | CDDYX vs COSZX | |
| Columbia Large Cap Index Fund | Large Cap Blend Equities | 44 | -7.09% | Dec 15, 1993 | CDDYX vs NINDX |
Often Compared With CDDYX
What investors most often compare with CDDYX, 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.