Columbia Overseas Value Fund (COSZX) Alternatives
Columbia Overseas Value Fund (COSZX) 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 COSZX. 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 COSZX
COSZX charges 0.90% annually. Among mutual funds in the Foreign Large Cap Equities category, these options have the lowest expense ratios among COSZX alternatives.
| Symbol | Name | Expense Ratio | Inception | |
|---|---|---|---|---|
| Fidelity Series Global ex U.S. Index Fund | 0.01% | Sep 29, 2009 | COSZX vs FSGEX | |
| Fidelity Series International Value Fund | 0.01% | Dec 3, 2009 | COSZX vs FINVX | |
| Fidelity Series Overseas Fund | 0.01% | Jun 21, 2019 | COSZX vs FSOSX | |
| Fidelity Series International Growth Fund | 0.01% | Dec 3, 2009 | COSZX vs FIGSX | |
| Fidelity Series International Index Fund | 0.01% | Aug 17, 2018 | COSZX vs FHLFX |
Best Risk-Adjusted Alternatives to COSZX
Among mutual funds in the Foreign Large Cap 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 | |
|---|---|---|---|---|
| Kopernik International Fund | 98 | Jun 29, 2015 | COSZX vs KGIIX | |
| EuroPac International Dividend Income Fund | 97 | Jan 9, 2014 | COSZX vs EPDIX | |
| EuroPac International Dividend Income Fund Class A | 97 | Jan 10, 2014 | COSZX vs EPDPX | |
| American Beacon Tocqueville International Value Fu... | 96 | Aug 1, 1994 | COSZX vs TIVFX | |
| GMO Tax-Managed International Equities Fund | 95 | Jul 28, 1998 | COSZX vs GTMIX |
Top Performing COSZX Alternatives (YTD)
COSZX alternatives from the Foreign Large Cap Equities category, sorted by year-to-date return.
| Symbol | Name | YTD Return | Inception | |
|---|---|---|---|---|
| American Beacon Tocqueville International Value Fu... | 10.36% | Aug 1, 1994 | COSZX vs TIVFX | |
| PIMCO RAE International Fund | 8.42% | Jun 4, 2015 | COSZX vs PPYPX | |
| PIMCO RAE Global ex-US Fund | 7.89% | Jun 4, 2015 | COSZX vs PZRIX | |
| PIMCO RAE PLUS International Fund | 7.77% | Sep 29, 2011 | COSZX vs PTSIX | |
| Kopernik International Fund | 5.93% | Jun 29, 2015 | COSZX vs KGIIX |
Lowest Volatility Alternatives to COSZX
COSZX alternatives from the Foreign Large Cap Equities category, sorted by annualized volatility over the past year.
| Symbol | Name | Volatility 1Y | Inception | |
|---|---|---|---|---|
| Tweedy, Browne International Value Fund | 12.26% | Jun 14, 1993 | COSZX vs TBGVX | |
| Fidelity SAI International Low Volatility Index Fu... | 12.28% | May 29, 2015 | COSZX vs FSKLX | |
| GQG Partners International Quality Dividend Income... | 12.39% | Jun 29, 2021 | COSZX vs GQJPX | |
| Goldman Sachs GQG Partners International Opportuni... | 12.47% | Dec 15, 2016 | COSZX vs GSIMX | |
| Goldman Sachs GQG Partners International Opportuni... | 12.48% | Dec 14, 2016 | COSZX vs GSINX |
Lowest Drawdown Alternatives to COSZX
COSZX alternatives from the Foreign Large Cap Equities category, sorted by maximum drawdown over the past year.
| Symbol | Name | Max Drawdown 1Y | Inception | |
|---|---|---|---|---|
| Federated Hermes International Strategic Value Div... | -8.47% | Jun 3, 2008 | COSZX vs IVFIX | |
| SEI Institutional Managed Trust Tax-Managed Intern... | -8.55% | Oct 16, 2016 | COSZX vs SIMYX | |
| Fidelity SAI International Low Volatility Index Fu... | -8.64% | May 29, 2015 | COSZX vs FSKLX | |
| Goldman Sachs GQG Partners International Opportuni... | -8.74% | Dec 14, 2016 | COSZX vs GSINX | |
| Goldman Sachs GQG Partners International Opportuni... | -8.75% | Dec 15, 2016 | COSZX vs GSIMX |
Other Mutual Funds from Columbia
Most popular Columbia mutual funds on PortfoliosLab, across asset classes.
Often Compared With COSZX
What investors most often compare with COSZX, based on PortfoliosLab usage data.
Compare COSZX with Any Fund or Stock
Compare COSZX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.