Clipper Fund (CFIMX) Alternatives
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 funds that fit a different role in your portfolio.
Cheapest Alternatives to CFIMX
CFIMX charges 0.71% annually. Among mutual funds in the Large Cap Blend Equities category, these options have the lowest expense ratios among CFIMX alternatives.
| Symbol | Name | Expense Ratio | Inception | |
|---|---|---|---|---|
| Vanguard Total Stock Market Index Fund Institution... | 0.01% | Jun 27, 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 2, 2016 | CFIMX vs FLCPX | |
| State Street Equity 500 Index Fund Class K | 0.02% | Sep 17, 2014 | CFIMX vs SSSYX |
Best Risk-Adjusted Alternatives to CFIMX
Among mutual funds in the Large Cap Blend 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 PRIMECAP Fund Admiral Shares | 93 | Nov 12, 2001 | CFIMX vs VPMAX | |
| Pin Oak Equity | 91 | Aug 3, 1992 | CFIMX vs POGSX | |
| First Eagle Overseas Fund Class I | 89 | — | CFIMX vs SGOIX | |
| Permanent Portfolio Aggressive Growth Portfolio | 88 | Jan 2, 1990 | CFIMX vs PAGRX | |
| Centre American Select Equity Fund | 87 | Dec 21, 2011 | CFIMX vs DHAMX |
Top Performing CFIMX Alternatives (YTD)
CFIMX alternatives from the Large Cap Blend Equities category, sorted by year-to-date return.
| Symbol | Name | YTD Return | Inception | |
|---|---|---|---|---|
| GQG Partners US Select Quality Equity Fund | 9.81% | Sep 28, 2018 | CFIMX vs GQEIX | |
| Nationwide GQG US Quality Equity Fund | 9.70% | Jan 24, 2021 | CFIMX vs NWAUX | |
| AMG Yacktman Global Fund | 8.16% | Jan 30, 2017 | CFIMX vs YFSIX | |
| Muhlenkamp Fund | 6.53% | Nov 1, 1988 | CFIMX vs MUHLX | |
| Rock Oak Core Growth Fund | 6.05% | Dec 31, 2004 | CFIMX vs RCKSX |
Lowest Volatility Alternatives to CFIMX
CFIMX alternatives from the Large Cap Blend Equities category, sorted by annualized volatility over the past year.
| Symbol | Name | Volatility 1Y | Inception | |
|---|---|---|---|---|
| North Square Preferred and Income Securities Fund | 2.63% | Jun 28, 2013 | CFIMX vs ORDNX | |
| Goldman Sachs Strategic Volatility Premium Fund | 8.02% | Mar 28, 2021 | CFIMX vs SVPFX | |
| Fidelity Advisor Growth & Income Fund Class Z | 10.78% | Mar 20, 2025 | CFIMX vs FGJEX | |
| Fidelity Hedged Equity Fund | 10.94% | Sep 8, 2022 | CFIMX vs FEQHX | |
| AQR Large Cap Defensive Style Fund Class R6 | 12.03% | Jul 9, 2012 | CFIMX vs QUERX |
Lowest Drawdown Alternatives to CFIMX
CFIMX alternatives from the Large Cap Blend Equities category, sorted by maximum drawdown over the past year.
| Symbol | Name | Max Drawdown 1Y | Inception | |
|---|---|---|---|---|
| North Square Preferred and Income Securities Fund | -2.66% | Jun 28, 2013 | CFIMX vs ORDNX | |
| Goldman Sachs Strategic Volatility Premium Fund | -5.22% | Mar 28, 2021 | CFIMX vs SVPFX | |
| Fidelity Hedged Equity Fund | -7.40% | Sep 8, 2022 | CFIMX vs FEQHX | |
| Fidelity Infrastructure Fund | -8.43% | Nov 5, 2019 | CFIMX vs FNSTX | |
| GQG Partners US Select Quality Equity Fund | -8.67% | Sep 28, 2018 | CFIMX vs GQEIX |
Often Compared With CFIMX
What investors most often compare with CFIMX, based on PortfoliosLab usage data.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | Inception | |
|---|---|---|---|---|---|---|
| Fidelity New Millennium Fund | Large Cap Value Equities | 29 | -6.28% | Dec 28, 1992 | CFIMX vs FMILX | |
| Capital Group Dividend Value ETF | Large Cap Value Equities, Dividend | 78 | -2.26% | Feb 22, 2022 | CFIMX vs CGDV | |
| PrimeCap Odyssey Growth Fund | Large Cap Growth Equities | 70 | -8.17% | Nov 1, 2004 | CFIMX vs POGRX | |
| iShares Core High Dividend ETF | Large Cap Value Equities, Dividend | 70 | 12.30% | Mar 29, 2011 | CFIMX vs HDV | |
| Vanguard Institutional Total Stock Market Index Fu... | Large Cap Blend Equities | 45 | -6.74% | May 31, 2001 | CFIMX vs VITPX | |
| Permanent Portfolio Aggressive Growth Fund Class A | Large Cap Blend Equities | 86 | -3.91% | Jan 2, 1990 | CFIMX vs PAGDX |
Compare CFIMX with Any Fund or Stock
Compare CFIMX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.