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 322 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 | |
| Vanguard Value Index Fund Institutional Shares | 0.03% | — | Jul 1998 | COPLX vs VIVIX | |
| Schwab U.S. Large-Cap Value Index Fund | 0.04% | — | Dec 2017 | COPLX vs SWLVX | |
| Fidelity Large Cap Value Index Fund | 0.04% | 13.00B | Jun 2016 | COPLX vs FLCOX | |
| TIAA-CREF Large-Cap Value Index Fund | 0.05% | — | Oct 2002 | COPLX vs TILVX |
Best Risk-Adjusted Alternatives to COPLX
COPLX has a PortfoliosLab risk / return rank of 66. There are 232 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 | COPLX vs FGIPX | |
| PIMCO RAE US Fund | 98 | — | Jun 2015 | COPLX vs PKAIX | |
| Delaware Growth and Income Fund | 98 | — | Oct 1993 | COPLX vs FGINX | |
| LSV Conservative Value Equity Fund | 97 | — | Mar 2007 | COPLX vs LSVVX | |
| BlackRock Advantage Large Cap Value Fund | 97 | — | Dec 1999 | COPLX vs MALVX |
Top Performing COPLX Alternatives (YTD)
COPLX is at 10.44% YTD. There are 245 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 | COPLX vs PKAIX | |
| Voya Corporate Leaders Trust Fund | 29.09% | — | Nov 1935 | COPLX vs LEXCX | |
| PIMCO RAE PLUS Fund | 25.37% | — | Jun 2005 | COPLX vs PXTIX | |
| Avantis U.S. Large Cap Value Fund Institutional Cl... | 24.65% | — | Jun 2022 | COPLX vs AVLVX | |
| AMG Yacktman Focused Fund | 24.36% | — | May 1997 | COPLX vs YAFFX |
Lowest Volatility Alternatives to COPLX
COPLX has 10.76% 1-year volatility. There are 94 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 | COPLX vs ACTIX | |
| Fidelity Advisor Large Cap Fund Class M | 7.26% | — | Feb 1996 | COPLX vs FALGX | |
| The Income Fund of America Class R-1 | 7.37% | — | Dec 1973 | COPLX vs RIDAX | |
| American Century Equity Income Fund | 8.59% | 6.45B | Aug 1994 | COPLX vs TWEIX | |
| American Century Equity Income Fund Class I | 8.61% | — | Jul 1998 | COPLX vs ACIIX |
Lowest Drawdown Alternatives to COPLX
COPLX has a 1-year max drawdown of -7.88%. There are 202 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 Equity Income 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 9 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