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 a closer substitute for your current allocation.
Cheapest Alternatives to COSZX
COSZX charges 0.90% annually. There are 216 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 Global ex U.S. Index Fund | 0.01% | — | Sep 2009 | COSZX vs FSGEX | |
| Fidelity Series Overseas Fund | 0.01% | — | Jun 2019 | COSZX vs FSOSX | |
| Fidelity Series International Index Fund | 0.01% | — | Aug 2018 | COSZX vs FHLFX | |
| Fidelity Series International Value Fund | 0.01% | — | Dec 2009 | COSZX vs FINVX | |
| Fidelity Series International Growth Fund | 0.01% | — | Dec 2009 | COSZX vs FIGSX |
Best Risk-Adjusted Alternatives to COSZX
COSZX has a PortfoliosLab risk / return rank of 26. There are 298 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 | |
|---|---|---|---|---|---|
| Touchstone International Equity Fund | 94 | — | Mar 1993 | COSZX vs SWRLX | |
| American Beacon Tocqueville International Value Fu... | 94 | — | Aug 1994 | COSZX vs TIVFX | |
| Dunham International Stock Fund | 92 | — | Dec 2004 | COSZX vs DCINX | |
| GMO Tax-Managed International Equities Fund | 91 | — | Jul 1998 | COSZX vs GTMIX | |
| Thornburg Global Opportunities Fund | 91 | — | Jul 2006 | COSZX vs THOIX |
Top Performing COSZX Alternatives (YTD)
COSZX is at 1.13% YTD. There are 404 mutual funds in the Foreign Large Cap Equities category with higher YTD returns, going as high as 40.47%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| American Beacon Tocqueville International Value Fu... | 40.47% | — | Aug 1994 | COSZX vs TIVFX | |
| Calamos International Growth Fund | 38.33% | — | Mar 2005 | COSZX vs CIGIX | |
| John Hancock International Dynamic Growth Fund | 33.48% | — | May 2019 | COSZX vs JIJIX | |
| Lord Abbett International Growth Fund | 33.43% | — | Jun 2021 | COSZX vs LIAGX | |
| Fidelity SAI International SMA Completion Fund | 32.58% | — | Apr 2019 | COSZX vs FISZX |
Lowest Volatility Alternatives to COSZX
COSZX has 14.85% 1-year volatility. There are 139 mutual funds in the Foreign Large Cap Equities category with lower 1-year volatility, going as low as 8.76%.
| Symbol | Name | Volatility 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| Fidelity Advisor Overseas Fund Class Z | 8.76% | — | Feb 2017 | COSZX vs FAOSX | |
| Fidelity Advisor Overseas Fund Class A | 8.76% | — | Sep 1996 | COSZX vs FAOAX | |
| Fidelity Advisor Overseas Fund Class C | 8.76% | — | Nov 1997 | COSZX vs FAOCX | |
| Fidelity Advisor Overseas Fund Class M | 8.78% | — | Apr 1990 | COSZX vs FAERX | |
| Fidelity Advisor Overseas Fund Class I | 8.78% | — | Jul 1995 | COSZX vs FAOIX |
Lowest Drawdown Alternatives to COSZX
COSZX 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 | COSZX vs RWIIX | |
| Federated Hermes International Strategic Value Div... | -6.97% | — | Jun 2008 | COSZX vs IVFIX | |
| Fidelity Advisor Overseas Fund Class Z | -7.26% | — | Feb 2017 | COSZX vs FAOSX | |
| Fidelity Advisor Overseas Fund Class I | -7.28% | — | Jul 1995 | COSZX vs FAOIX | |
| Fidelity Advisor Overseas Fund Class A | -7.29% | — | Sep 1996 | COSZX vs FAOAX |
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 | 96 | 59.22% | — | Jun 1983 | COSZX vs SLMCX | |
| Columbia Dividend Income Fund | Large Cap Value Equities | 79 | 8.83% | — | Mar 1998 | COSZX vs GSFTX | |
| Columbia Dividend Income Fund Institutional 3 Clas... | Large Cap Value Equities, Dividend | 79 | 8.90% | — | Nov 2012 | COSZX vs CDDYX | |
| Columbia Dividend Income Fund Class A | Large Cap Value Equities | 77 | 8.70% | — | Nov 2002 | COSZX vs LBSAX | |
| Columbia Seligman Global Technology Fund | Technology Equities | 96 | 58.24% | — | May 1994 | COSZX vs SHGTX | |
| Columbia Global Technology Growth Fund Class A | Technology Equities, Large Cap Growth Equities | 78 | 31.05% | — | Nov 2000 | COSZX vs CTCAX | |
| Columbia Global Technology Growth Fund | Technology Equities | 79 | 31.20% | — | Nov 2000 | COSZX vs CMTFX | |
| Columbia Contrarian Core Fund | Large Cap Blend Equities | 47 | 8.24% | — | Dec 1992 | COSZX vs SMGIX | |
| Columbia Balanced Fund | Diversified Portfolio | 51 | 5.48% | — | Sep 1991 | COSZX vs CBALX | |
| Columbia Thermostat Fund | Tactical Allocation | 64 | 2.76% | — | Sep 2002 | COSZX vs COTZX |
Often Compared With COSZX
Investors most often compare COSZX with MFWTX, DFIV, AEPGX. These 18 comparison targets span 8 categories, 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.
Pair COSZX with funds that move differently
Columbia Overseas Value Fund alternatives help with substitution. Diversifiers are the next step when you want funds with lower historical correlation to COSZX.
Explore COSZX Diversifiers