Columbia Contrarian Core Fund Institutional 3 Class (COFYX) Alternatives
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 funds that fit a different role in your portfolio.
Cheapest Alternatives to COFYX
COFYX charges 0.61% annually. Among mutual funds in the Large Cap Value Equities category, these options have the lowest expense ratios among COFYX alternatives.
| Symbol | Name | Expense Ratio | Inception | |
|---|---|---|---|---|
| Fidelity Series Stock Selector Large Cap Value Fun... | 0.01% | Dec 6, 2012 | COFYX vs FBLEX | |
| Fidelity Large Cap Value Index Fund | 0.04% | Jun 7, 2016 | COFYX vs FLCOX | |
| Schwab U.S. Large-Cap Value Index Fund | 0.04% | Dec 20, 2017 | COFYX vs SWLVX | |
| Vanguard Value Index Fund Institutional Shares | 0.04% | Jul 2, 1998 | COFYX vs VIVIX | |
| TIAA-CREF Large-Cap Value Index Fund | 0.05% | Oct 1, 2002 | COFYX vs TILVX |
Best Risk-Adjusted Alternatives to COFYX
Among mutual funds in the Large Cap Value 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 International High Dividend Yield Index F... | 94 | Mar 2, 2016 | COFYX vs VIHAX | |
| Delaware Growth and Income Fund | 89 | Oct 4, 1993 | COFYX vs FGINX | |
| Towpath Focus Fund | 89 | Dec 31, 2019 | COFYX vs TOWFX | |
| Al Frank Fund | 87 | May 1, 2006 | COFYX vs VALAX | |
| Neiman Large Cap Value Fund | 87 | Apr 1, 2003 | COFYX vs NEIMX |
Top Performing COFYX Alternatives (YTD)
COFYX alternatives from the Large Cap Value Equities category, sorted by year-to-date return.
| Symbol | Name | YTD Return | Inception | |
|---|---|---|---|---|
| Ave Maria Value Focused Fund | 19.97% | Jan 1, 1984 | COFYX vs AVERX | |
| Voya Corporate Leaders Trust Fund | 15.63% | Nov 18, 1935 | COFYX vs LEXCX | |
| GQG Partners US Quality Dividend Income Fund | 11.80% | Jun 29, 2021 | COFYX vs GQHPX | |
| AMG Yacktman Focused Fund | 10.26% | May 1, 1997 | COFYX vs YAFFX | |
| Federated Hermes Strategic Value Dividend Fund | 9.22% | Mar 30, 2005 | COFYX vs SVAIX |
Lowest Volatility Alternatives to COFYX
COFYX alternatives from the Large Cap Value Equities category, sorted by annualized volatility over the past year.
| Symbol | Name | Volatility 1Y | Inception | |
|---|---|---|---|---|
| Advisors Capital Tactical Fixed Income Fund | 4.71% | Feb 1, 2021 | COFYX vs ACTIX | |
| The Income Fund of America Class R-1 | 9.54% | Dec 1, 1973 | COFYX vs RIDAX | |
| Rational Equity Armor Fund | 11.06% | Feb 28, 2001 | COFYX vs HDCTX | |
| American Century Equity Income Fund | 11.60% | Aug 1, 1994 | COFYX vs TWEIX | |
| American Century Equity Income Fund Class I | 11.62% | Jul 8, 1998 | COFYX vs ACIIX |
Lowest Drawdown Alternatives to COFYX
COFYX alternatives from the Large Cap Value Equities category, sorted by maximum drawdown over the past year.
| Symbol | Name | Max Drawdown 1Y | Inception | |
|---|---|---|---|---|
| Advisors Capital Tactical Fixed Income Fund | -3.07% | Feb 1, 2021 | COFYX vs ACTIX | |
| Rational Equity Armor Fund | -6.95% | Feb 28, 2001 | COFYX vs HDCTX | |
| GQG Partners US Quality Dividend Income Fund | -8.17% | Jun 29, 2021 | COFYX vs GQHPX | |
| Auxier Focus Fund | -8.19% | Jul 9, 1999 | COFYX vs AUXFX | |
| The Income Fund of America Class R-1 | -8.25% | Dec 1, 1973 | COFYX vs RIDAX |
Other Mutual Funds from Columbia
Most popular Columbia mutual funds on PortfoliosLab, across asset classes.
Often Compared With COFYX
What investors most often compare with COFYX, based on PortfoliosLab usage data.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | Inception | |
|---|---|---|---|---|---|---|
| Vanguard Dividend Appreciation Index Fund Admiral ... | Large Cap Blend Equities | 45 | -1.77% | Dec 19, 2013 | COFYX vs VDADX | |
| iShares S&P 500 Index Fund | S&P 500 | 58 | -4.63% | Jul 30, 1993 | COFYX vs WFSPX | |
| S&P 500 Index | 67 | -3.95% | — | COFYX vs ^GSPC | ||
| Fidelity Dividend Growth Fund | Large Cap Value Equities | 85 | -0.09% | Apr 27, 1993 | COFYX vs FDGFX | |
| Avantis US Small Cap Value ETF | Small Cap Value Equities | 69 | 8.80% | Sep 24, 2019 | COFYX vs AVUV | |
| Vanguard Total Stock Market ETF | Large Cap Blend Equities | 59 | -3.29% | Jun 27, 2016 | COFYX vs VTI | |
| Hennessy Cornerstone Value Fund | Large Cap Value Equities | 73 | 9.21% | Nov 1, 1996 | COFYX vs HFCVX | |
| 1789 Growth and Income Fund | Large Cap Value Equities | 24 | -0.58% | Jan 21, 2011 | COFYX vs PSECX |
Compare COFYX with Any Fund or Stock
Compare COFYX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.