Columbia Contrarian Core Fund Institutional 3 Class (COFYX) 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 COFYX. Use the tables to find lower-cost options, better risk-adjusted returns, or a closer substitute for your current allocation.
Cheapest Alternatives to COFYX
COFYX charges 0.61% annually. There are 79 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 | COFYX vs FBLEX | |
| Vanguard Value Index Fund Institutional Shares | 0.03% | — | Jul 1998 | COFYX vs VIVIX | |
| Schwab U.S. Large-Cap Value Index Fund | 0.04% | — | Dec 2017 | COFYX vs SWLVX | |
| Fidelity Large Cap Value Index Fund | 0.04% | 13.00B | Jun 2016 | COFYX vs FLCOX | |
| TIAA-CREF Large-Cap Value Index Fund | 0.05% | — | Oct 2002 | COFYX vs TILVX |
Best Risk-Adjusted Alternatives to COFYX
COFYX has a PortfoliosLab risk / return rank of 47. There are 227 mutual funds in the Large Cap Value Equities category with higher risk-adjusted ranks, going as high as 96.
| Symbol | Name | Risk / Return Rank | AUM | Inception | |
|---|---|---|---|---|---|
| Nomura Growth and Income Fund Institutional Class | 96 | — | Oct 1993 | COFYX vs FGIPX | |
| Delaware Growth and Income Fund | 96 | — | Oct 1993 | COFYX vs FGINX | |
| BlackRock Advantage Large Cap Value Fund | 95 | — | Dec 1999 | COFYX vs MALVX | |
| Integrity Dividend Harvest Fund | 95 | — | May 2012 | COFYX vs IDIVX | |
| Avantis U.S. Large Cap Value Fund Institutional Cl... | 94 | — | Jun 2022 | COFYX vs AVLVX |
Top Performing COFYX Alternatives (YTD)
COFYX is at 10.44% YTD. There are 220 mutual funds in the Large Cap Value Equities category with higher YTD returns, going as high as 25.44%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| PIMCO RAE US Fund | 25.44% | — | Jun 2015 | COFYX vs PKAIX | |
| Voya Corporate Leaders Trust Fund | 24.02% | — | Nov 1935 | COFYX vs LEXCX | |
| Avantis U.S. Large Cap Value Fund Institutional Cl... | 23.70% | — | Jun 2022 | COFYX vs AVLVX | |
| Al Frank Fund | 22.75% | — | May 2006 | COFYX vs VALAX | |
| AMG Yacktman Focused Fund | 22.70% | — | May 1997 | COFYX vs YAFFX |
Lowest Volatility Alternatives to COFYX
COFYX has 13.00% 1-year volatility. There are 269 mutual funds in the Large Cap Value Equities category with lower 1-year volatility, going as low as 1.33%.
| Symbol | Name | Volatility 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| American Beacon Shapiro Equity Opportunities Fund | 1.33% | — | Sep 2017 | COFYX vs SHXPX | |
| Advisors Capital Tactical Fixed Income Fund | 3.62% | — | Feb 2021 | COFYX vs ACTIX | |
| The Income Fund of America Class R-1 | 7.37% | — | Dec 1973 | COFYX vs RIDAX | |
| Fidelity Advisor Large Cap Fund Class M | 7.50% | — | Feb 1996 | COFYX vs FALGX | |
| SEI Institutional Managed Trust Tax-Managed Manage... | 8.51% | — | Dec 2007 | COFYX vs TMMAX |
Lowest Drawdown Alternatives to COFYX
COFYX has a 1-year max drawdown of -9.98%. There are 291 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 | COFYX vs ACTIX | |
| Hennessy Cornerstone Value Fund | -3.77% | — | Nov 1996 | COFYX vs HFCVX | |
| Buffalo Flexible Income Fund | -4.45% | — | Aug 1994 | COFYX vs BUFBX | |
| Torray Fund | -4.50% | — | Dec 1990 | COFYX vs TORYX | |
| Federated Hermes Strategic Value Dividend Fund | -4.66% | — | Mar 2005 | COFYX vs SVAIX |
Other Mutual Funds from Columbia
The 10 most viewed Columbia mutual funds shown here include SLMCX, GSFTX, CDDYX and span 7 categories.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|---|---|
| Columbia Seligman Technology and Information Fund | Technology Equities | 95 | 52.83% | — | Jun 1983 | COFYX vs SLMCX | |
| Columbia Dividend Income Fund | Large Cap Value Equities | 85 | 11.61% | — | Mar 1998 | COFYX vs GSFTX | |
| Columbia Dividend Income Fund Institutional 3 Clas... | Large Cap Value Equities, Dividend | 86 | 11.70% | — | Nov 2012 | COFYX vs CDDYX | |
| Columbia Dividend Income Fund Class A | Large Cap Value Equities | 85 | 11.48% | — | Nov 2002 | COFYX vs LBSAX | |
| Columbia Seligman Global Technology Fund | Technology Equities | 94 | 51.82% | — | May 1994 | COFYX vs SHGTX | |
| Columbia Global Technology Growth Fund Class A | Technology Equities, Large Cap Growth Equities | 62 | 26.44% | — | Nov 2000 | COFYX vs CTCAX | |
| Columbia Global Technology Growth Fund | Technology Equities | 63 | 26.61% | — | Nov 2000 | COFYX vs CMTFX | |
| Columbia Contrarian Core Fund | Large Cap Blend Equities | 46 | 10.38% | — | Dec 1992 | COFYX vs SMGIX | |
| Columbia Balanced Fund | Diversified Portfolio | 51 | 6.67% | — | Sep 1991 | COFYX vs CBALX | |
| Columbia Overseas Value Fund | Foreign Large Cap Equities | 42 | 6.61% | — | Mar 2008 | COFYX vs COSZX |
Often Compared With COFYX
Investors most often compare COFYX with VDADX, WFSPX, VTI. These 20 comparison targets span 6 categories, based on PortfoliosLab usage data.
Compare COFYX with Any Fund or Stock
Compare COFYX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.
Pair COFYX with funds that move differently
Columbia Contrarian Core Fund Institutional 3 Class alternatives help with substitution. Diversifiers are the next step when you want funds with lower historical correlation to COFYX.
Explore COFYX Diversifiers