Columbia Overseas Value Fund Institutional 3 Class (COSYX) belongs to the Foreign Large Cap Equities category. Below you'll find alternative mutual funds from the same category, ranked by key criteria, plus funds that investors commonly compare with COSYX. Use the tables to find lower-cost options, better risk-adjusted returns, or a closer substitute for your current allocation.
Cheapest Alternatives to COSYX
COSYX charges 0.77% annually. There are 145 mutual funds in the Foreign Large Cap Equities category with lower expense ratios, going as low as 0.01%.
| Symbol | Name | Expense Ratio | AUM | Inception | |
|---|---|---|---|---|---|
| Fidelity Series Overseas Fund | 0.01% | — | Jun 2019 | COSYX vs FSOSX | |
| Fidelity Series International Growth Fund | 0.01% | — | Dec 2009 | COSYX vs FIGSX | |
| Fidelity Series Global ex U.S. Index Fund | 0.01% | — | Sep 2009 | COSYX vs FSGEX | |
| Fidelity Series International Value Fund | 0.01% | — | Dec 2009 | COSYX vs FINVX | |
| Fidelity Series International Index Fund | 0.01% | — | Aug 2018 | COSYX vs FHLFX |
Best Risk-Adjusted Alternatives to COSYX
COSYX has a PortfoliosLab risk / return rank of 42. There are 133 mutual funds in the Foreign Large Cap Equities category with higher risk-adjusted ranks, going as high as 94.
| Symbol | Name | Risk / Return Rank | AUM | Inception | |
|---|---|---|---|---|---|
| Thornburg Global Opportunities Fund | 94 | — | Jul 2006 | COSYX vs THOIX | |
| American Beacon Tocqueville International Value Fu... | 93 | — | Aug 1994 | COSYX vs TIVFX | |
| Touchstone International Equity Fund | 91 | — | Mar 1993 | COSYX vs SWRLX | |
| Dunham International Stock Fund | 91 | — | Dec 2004 | COSYX vs DCINX | |
| DFA World ex U.S. Value Portfolio Fund | 88 | — | Aug 2010 | COSYX vs DFWVX |
Top Performing COSYX Alternatives (YTD)
COSYX is at 7.43% YTD. There are 318 mutual funds in the Foreign Large Cap Equities category with higher YTD returns, going as high as 35.17%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| American Beacon Tocqueville International Value Fu... | 35.17% | — | Aug 1994 | COSYX vs TIVFX | |
| Calamos International Growth Fund | 34.54% | — | Mar 2005 | COSYX vs CIGIX | |
| Lord Abbett International Growth Fund | 27.78% | — | Jun 2021 | COSYX vs LIAGX | |
| Fidelity SAI International SMA Completion Fund | 27.01% | — | Apr 2019 | COSYX vs FISZX | |
| Dunham International Stock Fund | 26.35% | — | Dec 2004 | COSYX vs DCINX |
Lowest Volatility Alternatives to COSYX
COSYX has 13.75% 1-year volatility. There are 95 mutual funds in the Foreign Large Cap Equities category with lower 1-year volatility, going as low as 9.17%.
| Symbol | Name | Volatility 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| Fidelity Advisor Overseas Fund Class C | 9.17% | — | Nov 1997 | COSYX vs FAOCX | |
| Fidelity Advisor Overseas Fund Class Z | 9.18% | — | Feb 2017 | COSYX vs FAOSX | |
| Fidelity Advisor Overseas Fund Class A | 9.18% | — | Sep 1996 | COSYX vs FAOAX | |
| Fidelity Advisor Overseas Fund Class M | 9.19% | — | Apr 1990 | COSYX vs FAERX | |
| Fidelity Advisor Overseas Fund Class I | 9.20% | — | Jul 1995 | COSYX vs FAOIX |
Lowest Drawdown Alternatives to COSYX
COSYX has a 1-year max drawdown of -11.76%. There are 214 mutual funds in the Foreign Large Cap Equities category with shallower 1-year drawdowns, going as shallow as -6.94%.
| Symbol | Name | Max Drawdown 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| Redwood AlphaFactor Tactical International Fund | -6.94% | — | Nov 2017 | COSYX vs RWIIX | |
| Federated Hermes International Strategic Value Div... | -6.97% | — | Jun 2008 | COSYX vs IVFIX | |
| Fidelity Advisor Overseas Fund Class Z | -7.26% | — | Feb 2017 | COSYX vs FAOSX | |
| Fidelity Advisor Overseas Fund Class I | -7.28% | — | Jul 1995 | COSYX vs FAOIX | |
| Fidelity Advisor Overseas Fund Class M | -7.29% | — | Apr 1990 | COSYX vs FAERX |
Other Mutual Funds from Columbia
The 10 most viewed Columbia mutual funds shown here include SLMCX, GSFTX, CDDYX and span 7 categories.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|---|---|
| Columbia Seligman Technology and Information Fund | Technology Equities | 97 | 58.65% | — | Jun 1983 | COSYX vs SLMCX | |
| Columbia Dividend Income Fund | Large Cap Value Equities | 68 | 8.09% | — | Mar 1998 | COSYX vs GSFTX | |
| Columbia Dividend Income Fund Institutional 3 Clas... | Large Cap Value Equities, Dividend | 68 | 8.15% | — | Nov 2012 | COSYX vs CDDYX | |
| Columbia Dividend Income Fund Class A | Large Cap Value Equities | 66 | 7.98% | — | Nov 2002 | COSYX vs LBSAX | |
| Columbia Seligman Global Technology Fund | Technology Equities | 97 | 58.37% | — | May 1994 | COSYX vs SHGTX | |
| Columbia Global Technology Growth Fund Class A | Technology Equities, Large Cap Growth Equities | 83 | 32.06% | — | Nov 2000 | COSYX vs CTCAX | |
| Columbia Global Technology Growth Fund | Technology Equities | 84 | 32.19% | — | Nov 2000 | COSYX vs CMTFX | |
| Columbia Contrarian Core Fund | Large Cap Blend Equities | 58 | 10.46% | — | Dec 1992 | COSYX vs SMGIX | |
| Columbia Balanced Fund | Diversified Portfolio | 64 | 6.82% | — | Sep 1991 | COSYX vs CBALX | |
| Columbia Overseas Value Fund | Foreign Large Cap Equities | 41 | 7.46% | — | Mar 2008 | COSYX vs COSZX |
Often Compared With COSYX
Investors most often compare COSYX with TWCGX, FIVLX, RNWGX. These 20 comparison targets span 7 categories, based on PortfoliosLab usage data.
Compare COSYX with Any Fund or Stock
Compare COSYX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.
Pair COSYX with funds that move differently
Columbia Overseas Value Fund Institutional 3 Class alternatives help with substitution. Diversifiers are the next step when you want funds with lower historical correlation to COSYX.
Explore COSYX Diversifiers