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 209 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 500 Index Fund Institutional Select Share... | 0.01% | — | — | CFIMX vs VFFSX | |
| Vanguard Total Stock Market Index Fund Institution... | 0.01% | — | Jun 2016 | CFIMX vs VSTSX | |
| 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 | |
| State Street Equity 500 Index Fund Class K | 0.02% | — | Sep 2014 | CFIMX vs SSSYX |
Best Risk-Adjusted Alternatives to CFIMX
CFIMX has a PortfoliosLab risk / return rank of 75. There are 51 mutual funds in the Large Cap Blend Equities category with higher risk-adjusted ranks, going as high as 96.
| Symbol | Name | Risk / Return Rank | AUM | Inception | |
|---|---|---|---|---|---|
| Vanguard PRIMECAP Core Fund | 96 | 17.20B | Dec 2004 | CFIMX vs VPCCX | |
| Vanguard PRIMECAP Fund Admiral Shares | 95 | 92.00B | Nov 2001 | CFIMX vs VPMAX | |
| PrimeCap Odyssey Stock Fund | 94 | — | Nov 2004 | CFIMX vs POSKX | |
| Glenmede Quantitative U.S. Large Cap Core Equity P... | 92 | — | Feb 2004 | CFIMX vs GTLOX | |
| Integrity ESG Growth & Income Fund | 91 | — | Jan 1995 | CFIMX vs IGIAX |
Top Performing CFIMX Alternatives (YTD)
CFIMX is at 8.87% YTD. There are 228 mutual funds in the Large Cap Blend Equities category with higher YTD returns, going as high as 33.95%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| Vanguard PRIMECAP Core Fund | 33.95% | 17.20B | Dec 2004 | CFIMX vs VPCCX | |
| Vanguard PRIMECAP Fund Admiral Shares | 29.80% | 92.00B | Nov 2001 | CFIMX vs VPMAX | |
| Integrity ESG Growth & Income Fund | 27.12% | — | Jan 1995 | CFIMX vs IGIAX | |
| Fidelity Leveraged Company Stock Fund Class K | 27.04% | — | May 2008 | CFIMX vs FLCKX | |
| Fidelity Leveraged Company Stock Fund | 26.99% | — | Dec 2000 | CFIMX vs FLVCX |
Lowest Volatility Alternatives to CFIMX
CFIMX has 12.64% 1-year volatility. There are 186 mutual funds in the Large Cap Blend Equities category with lower 1-year volatility, going as low as 2.29%.
| Symbol | Name | Volatility 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| North Square Preferred and Income Securities Fund | 2.29% | — | Jun 2013 | CFIMX vs ORDNX | |
| Goldman Sachs Strategic Volatility Premium Fund | 2.40% | — | Mar 2021 | CFIMX vs SVPFX | |
| AQR Large Cap Defensive Style Fund Class R6 | 8.39% | — | Jul 2012 | CFIMX vs QUERX | |
| AQR Large Cap Defensive Style Fund | 8.40% | — | Jul 2012 | CFIMX vs AUEIX | |
| Fidelity SAI U.S. Low Volatility Index Fund | 8.59% | — | May 2015 | CFIMX vs FSUVX |
Lowest Drawdown Alternatives to CFIMX
CFIMX has a 1-year max drawdown of -8.25%. There are 56 mutual funds in the Large Cap Blend Equities category with shallower 1-year drawdowns, going as shallow as -1.33%.
| Symbol | Name | Max Drawdown 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| Goldman Sachs Strategic Volatility Premium Fund | -1.33% | — | Mar 2021 | CFIMX vs SVPFX | |
| North Square Preferred and Income Securities Fund | -2.66% | — | Jun 2013 | CFIMX vs ORDNX | |
| 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 |
Often Compared With CFIMX
Investors most often compare CFIMX with FMILX, YFSIX, CGDV. These 20 comparison targets span 5 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