Copley Fund (COPLX) Alternatives
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 funds that fit a different role in your portfolio.
Cheapest Alternatives to COPLX
COPLX charges 2.37% annually. Among mutual funds in the Large Cap Value Equities category, these options have the lowest expense ratios among COPLX alternatives.
| Symbol | Name | Expense Ratio | Inception | |
|---|---|---|---|---|
| Fidelity Series Stock Selector Large Cap Value Fun... | 0.01% | Dec 6, 2012 | COPLX vs FBLEX | |
| Fidelity Large Cap Value Index Fund | 0.04% | Jun 7, 2016 | COPLX vs FLCOX | |
| Schwab U.S. Large-Cap Value Index Fund | 0.04% | Dec 20, 2017 | COPLX vs SWLVX | |
| Vanguard Value Index Fund Institutional Shares | 0.04% | Jul 2, 1998 | COPLX vs VIVIX | |
| Vanguard Value Index Fund Admiral Shares | 0.05% | Nov 13, 2000 | COPLX vs VVIAX |
Best Risk-Adjusted Alternatives to COPLX
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... | 92 | Mar 2, 2016 | COPLX vs VIHAX | |
| Delaware Growth and Income Fund | 88 | Oct 4, 1993 | COPLX vs FGINX | |
| Towpath Focus Fund | 87 | Dec 31, 2019 | COPLX vs TOWFX | |
| Neiman Large Cap Value Fund | 86 | Apr 1, 2003 | COPLX vs NEIMX | |
| Al Frank Fund | 85 | May 1, 2006 | COPLX vs VALAX |
Top Performing COPLX Alternatives (YTD)
COPLX alternatives from the Large Cap Value Equities category, sorted by year-to-date return.
| Symbol | Name | YTD Return | Inception | |
|---|---|---|---|---|
| Ave Maria Value Focused Fund | 18.00% | Jan 1, 1984 | COPLX vs AVERX | |
| Voya Corporate Leaders Trust Fund | 15.27% | Nov 18, 1935 | COPLX vs LEXCX | |
| GQG Partners US Quality Dividend Income Fund | 11.95% | Jun 29, 2021 | COPLX vs GQHPX | |
| AMG Yacktman Focused Fund | 8.59% | May 1, 1997 | COPLX vs YAFFX | |
| Hennessy Cornerstone Value Fund | 8.31% | Nov 1, 1996 | COPLX vs HFCVX |
Lowest Volatility Alternatives to COPLX
COPLX 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 | 4.68% | Feb 1, 2021 | COPLX vs ACTIX | |
| The Income Fund of America Class R-1 | 9.48% | Dec 1, 1973 | COPLX vs RIDAX | |
| Rational Equity Armor Fund | 11.05% | Feb 28, 2001 | COPLX vs HDCTX | |
| American Century Equity Income Fund | 11.59% | Aug 1, 1994 | COPLX vs TWEIX | |
| American Century Equity Income Fund Class I | 11.61% | Jul 8, 1998 | COPLX vs ACIIX |
Lowest Drawdown Alternatives to COPLX
COPLX 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 | COPLX vs ACTIX | |
| Rational Equity Armor Fund | -6.95% | Feb 28, 2001 | COPLX vs HDCTX | |
| Auxier Focus Fund | -8.19% | Jul 9, 1999 | COPLX vs AUXFX | |
| The Income Fund of America Class R-1 | -8.25% | Dec 1, 1973 | COPLX vs RIDAX | |
| 1789 Growth and Income Fund | -8.36% | Jan 21, 2011 | COPLX vs PSECX |
Often Compared With COPLX
What investors most often compare with COPLX, based on PortfoliosLab usage data.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | Inception | |
|---|---|---|---|---|---|---|
| United States Copper Index Fund | Metals | 21 | -1.52% | Nov 15, 2011 | COPLX vs CPER | |
| Global X Copper Miners ETF | Materials | 94 | 6.35% | Apr 19, 2010 | COPLX vs COPX | |
| TIAA-CREF Large-Cap Value Index Fund | Large Cap Value Equities | 48 | -0.04% | Oct 1, 2002 | COPLX vs TILVX |
Compare COPLX with Any Fund or Stock
Compare COPLX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.