Copley Fund (COPLX) 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 COPLX. Use the tables to find lower-cost options, better risk-adjusted returns, or a closer substitute for your current allocation.
Cheapest Alternatives to COPLX
COPLX charges 2.37% annually. There are 324 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 | COPLX vs FBLEX | |
| Fidelity Large Cap Value Index Fund | 0.04% | 13.00B | Jun 2016 | COPLX vs FLCOX | |
| Schwab U.S. Large-Cap Value Index Fund | 0.04% | — | Dec 2017 | COPLX vs SWLVX | |
| Vanguard Value Index Fund Institutional Shares | 0.04% | — | Jul 1998 | COPLX vs VIVIX | |
| Vanguard Value Index Fund Admiral Shares | 0.05% | 245.00B | Nov 2000 | COPLX vs VVIAX |
Best Risk-Adjusted Alternatives to COPLX
COPLX has a PortfoliosLab risk / return rank of 40. There are 239 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 | COPLX vs FGIPX | |
| Delaware Growth and Income Fund | 96 | — | Oct 1993 | COPLX vs FGINX | |
| Al Frank Fund | 96 | — | May 2006 | COPLX vs VALAX | |
| SA U.S. Value Fund | 95 | — | Aug 1999 | COPLX vs SABTX | |
| Avantis U.S. Large Cap Value Fund Institutional Cl... | 95 | — | Jun 2022 | COPLX vs AVLVX |
Top Performing COPLX Alternatives (YTD)
COPLX is at 6.25% YTD. There are 261 mutual funds in the Large Cap Value Equities category with higher YTD returns, going as high as 25.18%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| Al Frank Fund | 25.18% | — | May 2006 | COPLX vs VALAX | |
| AMG Yacktman Focused Fund | 23.48% | — | May 1997 | COPLX vs YAFFX | |
| Avantis U.S. Large Cap Value Fund Institutional Cl... | 23.32% | — | Jun 2022 | COPLX vs AVLVX | |
| PIMCO RAE US Fund | 21.63% | — | Jun 2015 | COPLX vs PKAIX | |
| Neuberger Berman Large Cap Value Fund | 20.12% | — | Jan 1975 | COPLX vs NPRTX |
Lowest Volatility Alternatives to COPLX
COPLX has 10.65% 1-year volatility. There are 96 mutual funds in the Large Cap Value Equities category with lower 1-year volatility, going as low as 1.41%.
| Symbol | Name | Volatility 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| American Beacon Shapiro Equity Opportunities Fund | 1.41% | — | Sep 2017 | COPLX vs SHXPX | |
| Advisors Capital Tactical Fixed Income Fund | 3.65% | — | Feb 2021 | COPLX vs ACTIX | |
| The Income Fund of America Class R-1 | 7.38% | — | Dec 1973 | COPLX vs RIDAX | |
| Fidelity Advisor Large Cap Fund Class M | 7.81% | — | Feb 1996 | COPLX vs FALGX | |
| SEI Institutional Managed Trust Tax-Managed Manage... | 8.36% | — | Dec 2007 | COPLX vs TMMAX |
Lowest Drawdown Alternatives to COPLX
COPLX has a 1-year max drawdown of -7.88%. There are 204 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 | COPLX vs ACTIX | |
| Hennessy Cornerstone Value Fund | -3.77% | — | Nov 1996 | COPLX vs HFCVX | |
| Buffalo Flexible Income Fund | -4.45% | — | Aug 1994 | COPLX vs BUFBX | |
| Torray Fund | -4.50% | — | Dec 1990 | COPLX vs TORYX | |
| Federated Hermes Strategic Value Dividend Fund | -4.66% | — | Mar 2005 | COPLX vs SVAIX |
Often Compared With COPLX
Investors most often compare COPLX with CPER, COPX, PSECX. These 20 comparison targets span 7 categories, based on PortfoliosLab usage data.
Compare COPLX with Any Fund or Stock
Compare COPLX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.
Pair COPLX with funds that move differently
Copley Fund alternatives help with substitution. Diversifiers are the next step when you want funds with lower historical correlation to COPLX.
Explore COPLX Diversifiers