COPLX Alternatives & Similar Mutual Funds

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 328 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
FBLEX	Fidelity Series Stock Selector Large Cap Value Fun...	0.01%	—	Dec 2012	COPLX vs FBLEX
FLCOX	Fidelity Large Cap Value Index Fund	0.04%	—	Jun 2016	COPLX vs FLCOX
SWLVX	Schwab U.S. Large-Cap Value Index Fund	0.04%	—	Dec 2017	COPLX vs SWLVX
VIVIX	Vanguard Value Index Fund Institutional Shares	0.04%	—	Jul 1998	COPLX vs VIVIX
VVIAX	Vanguard Value Index Fund Admiral Shares	0.05%	238.00B	Nov 2000	COPLX vs VVIAX

Best Risk-Adjusted Alternatives to COPLX

COPLX has a PortfoliosLab risk / return rank of 53. There are 191 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
FGIPX	Nomura Growth and Income Fund Institutional Class	96	—	Oct 1993	COPLX vs FGIPX
FGINX	Delaware Growth and Income Fund	96	—	Oct 1993	COPLX vs FGINX
VALAX	Al Frank Fund	96	—	May 2006	COPLX vs VALAX
FSWCX	Fidelity SAI U.S. Value Index Fund	95	—	Dec 2017	COPLX vs FSWCX
SABTX	SA U.S. Value Fund	95	—	Aug 1999	COPLX vs SABTX

Top Performing COPLX Alternatives (YTD)

COPLX is at 7.34% YTD. There are 230 mutual funds in the Large Cap Value Equities category with higher YTD returns, going as high as 30.77%.

Symbol	Name	YTD Return	AUM	Inception
YAFFX	AMG Yacktman Focused Fund	30.77%	—	May 1997	COPLX vs YAFFX
PKAIX	PIMCO RAE US Fund	24.56%	—	Jun 2015	COPLX vs PKAIX
VALAX	Al Frank Fund	23.13%	—	May 2006	COPLX vs VALAX
AVLVX	Avantis U.S. Large Cap Value Fund Institutional Cl...	21.74%	—	Jun 2022	COPLX vs AVLVX
PXTIX	PIMCO RAE PLUS Fund	20.74%	—	Jun 2005	COPLX vs PXTIX

Lowest Volatility Alternatives to COPLX

COPLX has 10.41% 1-year volatility. There are 103 mutual funds in the Large Cap Value Equities category with lower 1-year volatility, going as low as 2.38%.

Symbol	Name	Volatility 1Y	AUM	Inception
SHXPX	American Beacon Shapiro Equity Opportunities Fund	2.38%	—	Sep 2017	COPLX vs SHXPX
ACTIX	Advisors Capital Tactical Fixed Income Fund	3.64%	—	Feb 2021	COPLX vs ACTIX
RIDAX	The Income Fund of America Class R-1	7.13%	—	Dec 1973	COPLX vs RIDAX
FALIX	Fidelity Advisor Large Cap Fund Class I	8.06%	—	Feb 1996	COPLX vs FALIX
FLCCX	Fidelity Advisor Large Cap Fund Class C	8.06%	—	Nov 1997	COPLX vs FLCCX

Lowest Drawdown Alternatives to COPLX

COPLX has a 1-year max drawdown of -7.88%. There are 208 mutual funds in the Large Cap Value Equities category with shallower 1-year drawdowns, going as shallow as -2.83%.

Symbol	Name	Max Drawdown 1Y	AUM	Inception
BUFBX	Buffalo Flexible Income Fund	-2.83%	—	Aug 1994	COPLX vs BUFBX
ACTIX	Advisors Capital Tactical Fixed Income Fund	-2.90%	—	Feb 2021	COPLX vs ACTIX
HFCVX	Hennessy Cornerstone Value Fund	-3.77%	—	Nov 1996	COPLX vs HFCVX
TORYX	Torray Fund	-4.50%	—	Dec 1990	COPLX vs TORYX
SVAIX	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 5 categories, based on PortfoliosLab usage data.

Symbol	Name	Category	Risk / Return Rank	YTD Return	AUM	Inception
CPER	United States Copper Index Fund	Metals	24	12.76%	343.15M	Nov 2011	COPLX vs CPER
COPX	Global X Copper Miners ETF	Materials	75	25.71%	7.99B	Apr 2010	COPLX vs COPX
PSECX	1789 Growth and Income Fund	Large Cap Value Equities	12	3.23%	—	Jan 2011	COPLX vs PSECX
AVERX	Ave Maria Value Focused Fund	Large Cap Value Equities	14	17.13%	—	Jan 1984	COPLX vs AVERX
GQHPX	GQG Partners US Quality Dividend Income Fund	Large Cap Value Equities	22	10.15%	—	Jun 2021	COPLX vs GQHPX
AUXFX	Auxier Focus Fund	Large Cap Value Equities	51	6.76%	—	Jul 1999	COPLX vs AUXFX
HDCTX	Rational Equity Armor Fund	Large Cap Value Equities	57	11.26%	—	Feb 2001	COPLX vs HDCTX
TOWFX	Towpath Focus Fund	Large Cap Value Equities	79	6.25%	—	Dec 2019	COPLX vs TOWFX
ACIIX	American Century Equity Income Fund Class I	Large Cap Value Equities	42	6.29%	—	Jul 1998	COPLX vs ACIIX
TILVX	TIAA-CREF Large-Cap Value Index Fund	Large Cap Value Equities	83	14.30%	—	Oct 2002	COPLX vs TILVX
VIHAX	Vanguard International High Dividend Yield Index F...	Large Cap Value Equities, Dividend, Foreign Large Cap Equities	73	12.57%	20.00B	Mar 2016	COPLX vs VIHAX
LEXCX	Voya Corporate Leaders Trust Fund	Large Cap Value Equities	53	18.37%	—	Nov 1935	COPLX vs LEXCX
SMVLX	Smead Value Fund	Large Cap Value Equities	67	13.63%	—	Jan 2008	COPLX vs SMVLX
FLCSX	Fidelity Large Cap Stock Fund	Large Cap Value Equities	76	9.75%	—	Jun 1995	COPLX vs FLCSX
NEIMX	Neiman Large Cap Value Fund	Large Cap Value Equities	94	17.29%	—	Apr 2003	COPLX vs NEIMX
DODFX	Dodge & Cox International Stock Fund	Foreign Large Cap Equities, Large Cap Value Equities	59	12.76%	—	—	COPLX vs DODFX
TWEIX	American Century Equity Income Fund	Large Cap Value Equities	41	6.14%	6.45B	Aug 1994	COPLX vs TWEIX
TMMAX	SEI Institutional Managed Trust Tax-Managed Manage...	Large Cap Value Equities	22	5.01%	—	Dec 2007	COPLX vs TMMAX
FAIRX	Fairholme Fund	Large Cap Value Equities	32	6.26%	—	Dec 1999	COPLX vs FAIRX
UPDDX	Upright Growth & Income Fund	Large Cap Value Equities	—	—	—	Oct 2017	COPLX vs UPDDX

Compare COPLX with Any Fund or Stock

Compare COPLX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.

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Diversifiers

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.

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Copley Fund (COPLX) Alternatives