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 81 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 37. There are 285 mutual funds in the Large Cap Value Equities category with higher risk-adjusted ranks, going as high as 98.
| Symbol | Name | Risk / Return Rank | AUM | Inception | |
|---|---|---|---|---|---|
| Nomura Growth and Income Fund Institutional Class | 98 | — | Oct 1993 | COFYX vs FGIPX | |
| PIMCO RAE US Fund | 98 | — | Jun 2015 | COFYX vs PKAIX | |
| Delaware Growth and Income Fund | 98 | — | Oct 1993 | COFYX vs FGINX | |
| LSV Conservative Value Equity Fund | 97 | — | Mar 2007 | COFYX vs LSVVX | |
| BlackRock Advantage Large Cap Value Fund | 97 | — | Dec 1999 | COFYX vs MALVX |
Top Performing COFYX Alternatives (YTD)
COFYX is at 8.71% YTD. There are 281 mutual funds in the Large Cap Value Equities category with higher YTD returns, going as high as 30.28%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| PIMCO RAE US Fund | 30.28% | — | Jun 2015 | COFYX vs PKAIX | |
| Voya Corporate Leaders Trust Fund | 29.09% | — | Nov 1935 | COFYX vs LEXCX | |
| PIMCO RAE PLUS Fund | 25.37% | — | Jun 2005 | COFYX vs PXTIX | |
| Avantis U.S. Large Cap Value Fund Institutional Cl... | 24.65% | — | Jun 2022 | COFYX vs AVLVX | |
| AMG Yacktman Focused Fund | 24.36% | — | May 1997 | COFYX vs YAFFX |
Lowest Volatility Alternatives to COFYX
COFYX has 13.37% 1-year volatility. There are 280 mutual funds in the Large Cap Value Equities category with lower 1-year volatility, going as low as 3.64%.
| Symbol | Name | Volatility 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| Advisors Capital Tactical Fixed Income Fund | 3.64% | — | Feb 2021 | COFYX vs ACTIX | |
| Fidelity Advisor Large Cap Fund Class M | 7.26% | — | Feb 1996 | COFYX vs FALGX | |
| The Income Fund of America Class R-1 | 7.37% | — | Dec 1973 | COFYX vs RIDAX | |
| American Century Equity Income Fund | 8.59% | 6.45B | Aug 1994 | COFYX vs TWEIX | |
| American Century Equity Income Fund Class I | 8.61% | — | Jul 1998 | COFYX vs ACIIX |
Lowest Drawdown Alternatives to COFYX
COFYX has a 1-year max drawdown of -9.98%. There are 290 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 Equity Income 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, STK, GSFTX and span 8 categories.
Often Compared With COFYX
Investors most often compare COFYX with VDADX, WFSPX, VTI. These 20 comparison targets span 9 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