Clipper Fund (CFIMX) belongs to the Large Cap Blend Equities category. Below you'll find alternative mutual funds from the same category, ranked by key criteria, plus funds that investors commonly compare with CFIMX. Use the tables to find lower-cost options, better risk-adjusted returns, or a closer substitute for your current allocation.
Cheapest Alternatives to CFIMX
CFIMX charges 0.71% annually. There are 203 mutual funds in the Large Cap Blend Equities category with lower expense ratios, going as low as 0.01%.
| Symbol | Name | Expense Ratio | AUM | Inception | |
|---|---|---|---|---|---|
| Vanguard Total Stock Market Index Fund Institution... | 0.01% | — | Jun 2016 | CFIMX vs VSTSX | |
| Vanguard 500 Index Fund Institutional Select Share... | 0.01% | — | — | CFIMX vs VFFSX | |
| Fidelity Total Market Index Fund | 0.02% | — | — | CFIMX vs FSKAX | |
| Fidelity SAI U.S. Large Cap Index Fund | 0.02% | — | Feb 2016 | CFIMX vs FLCPX | |
| Vanguard Total Stock Market Index Fund Institution... | 0.02% | 2.30T | Apr 2015 | CFIMX vs VSMPX |
Best Risk-Adjusted Alternatives to CFIMX
CFIMX has a PortfoliosLab risk / return rank of 86. There are 15 mutual funds in the Large Cap Blend Equities category with higher risk-adjusted ranks, going as high as 97.
| Symbol | Name | Risk / Return Rank | AUM | Inception | |
|---|---|---|---|---|---|
| Goldman Sachs Strategic Volatility Premium Fund | 97 | — | Mar 2021 | CFIMX vs SVPFX | |
| Fuller & Thaler Behavioral Unconstrained Equity Fu... | 92 | — | Dec 2018 | CFIMX vs FTZIX | |
| Vanguard PRIMECAP Core Fund | 92 | 18.10B | Dec 2004 | CFIMX vs VPCCX | |
| Glenmede Quantitative U.S. Large Cap Core Equity P... | 92 | — | Feb 2004 | CFIMX vs GTLOX | |
| Pin Oak Equity | 90 | — | Aug 1992 | CFIMX vs POGSX |
Top Performing CFIMX Alternatives (YTD)
CFIMX is at 10.76% YTD. There are 97 mutual funds in the Large Cap Blend Equities category with higher YTD returns, going as high as 24.47%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| Vanguard PRIMECAP Core Fund | 24.47% | 18.10B | Dec 2004 | CFIMX vs VPCCX | |
| Fuller & Thaler Behavioral Unconstrained Equity Fu... | 24.27% | — | Dec 2018 | CFIMX vs FTZIX | |
| PRIMECAP Odyssey Growth Fund | 22.85% | — | Nov 2004 | CFIMX vs POGRX | |
| Glenmede Responsible ESG U.S. Equity Portfolio | 22.24% | — | Dec 2015 | CFIMX vs RESGX | |
| Integrity ESG Growth & Income Fund | 21.87% | — | Jan 1995 | CFIMX vs IGIAX |
Lowest Volatility Alternatives to CFIMX
CFIMX has 12.55% 1-year volatility. There are 96 mutual funds in the Large Cap Blend Equities category with lower 1-year volatility, going as low as 2.22%.
| Symbol | Name | Volatility 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| Goldman Sachs Strategic Volatility Premium Fund | 2.22% | — | Mar 2021 | CFIMX vs SVPFX | |
| AQR Large Cap Defensive Style Fund Class R6 | 8.21% | — | Jul 2012 | CFIMX vs QUERX | |
| AQR Large Cap Defensive Style Fund | 8.23% | — | Jul 2012 | CFIMX vs AUEIX | |
| JPMorgan Equity Premium Income Fund Class I | 8.85% | — | Aug 2018 | CFIMX vs JEPIX | |
| SGI U.S. Large Equity Fund | 9.33% | — | Feb 2012 | CFIMX vs SILVX |
Lowest Drawdown Alternatives to CFIMX
CFIMX has a 1-year max drawdown of -8.25%. There are 53 mutual funds in the Large Cap Blend Equities category with shallower 1-year drawdowns, going as shallow as -0.91%.
| Symbol | Name | Max Drawdown 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| Goldman Sachs Strategic Volatility Premium Fund | -0.91% | — | Mar 2021 | CFIMX vs SVPFX | |
| Rock Oak Core Growth Fund | -4.14% | — | Dec 2004 | CFIMX vs RCKSX | |
| AQR Large Cap Defensive Style Fund | -5.91% | — | Jul 2012 | CFIMX vs AUEIX | |
| AQR Large Cap Defensive Style Fund Class R6 | -5.93% | — | Jul 2012 | CFIMX vs QUERX | |
| AAMA Equity Fund | -6.07% | — | Jun 2017 | CFIMX vs AMFEX |
Often Compared With CFIMX
Investors most often compare CFIMX with YFSIX, FMILX, FEQHX. These 20 comparison targets span 8 categories, based on PortfoliosLab usage data.
Compare CFIMX with Any Fund or Stock
Compare CFIMX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.
Pair CFIMX with funds that move differently
Clipper Fund alternatives help with substitution. Diversifiers are the next step when you want funds with lower historical correlation to CFIMX.
Explore CFIMX Diversifiers