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 227 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 Growth Fund | 0.01% | — | Dec 2009 | COSZX vs FIGSX | |
| Fidelity Series International Index Fund | 0.01% | — | Aug 2018 | COSZX vs FHLFX | |
| Fidelity Series International Value Fund | 0.01% | — | Dec 2009 | COSZX vs FINVX |
Best Risk-Adjusted Alternatives to COSZX
COSZX has a PortfoliosLab risk / return rank of 72. There are 118 mutual funds in the Foreign Large Cap Equities category with higher risk-adjusted ranks, going as high as 97.
| Symbol | Name | Risk / Return Rank | AUM | Inception | |
|---|---|---|---|---|---|
| GMO Tax-Managed International Equities Fund | 97 | — | Jul 1998 | COSZX vs GTMIX | |
| SA International Value Fund | 96 | — | Aug 1999 | COSZX vs SAHMX | |
| PIMCO RAE PLUS International Fund | 95 | — | Sep 2011 | COSZX vs PTSIX | |
| Vanguard International High Dividend Yield Index F... | 94 | 20.40B | Mar 2016 | COSZX vs VIHAX | |
| DFA International Value III Portfolio | 94 | — | Feb 1995 | COSZX vs DFVIX |
Top Performing COSZX Alternatives (YTD)
COSZX is at 10.23% YTD. There are 295 mutual funds in the Foreign Large Cap Equities category with higher YTD returns, going as high as 23.03%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| Dunham International Stock Fund | 23.03% | — | Dec 2004 | COSZX vs DCINX | |
| GMO Tax-Managed International Equities Fund | 22.05% | — | Jul 1998 | COSZX vs GTMIX | |
| Touchstone International Equity Fund | 21.39% | — | Mar 1993 | COSZX vs SWRLX | |
| GMO International Developed Equity Allocation Fund | 21.36% | — | Jun 2006 | COSZX vs GIOTX | |
| Fidelity SAI International SMA Completion Fund | 20.57% | — | Apr 2019 | COSZX vs FISZX |
Lowest Volatility Alternatives to COSZX
COSZX has 14.25% 1-year volatility. There are 95 mutual funds in the Foreign Large Cap Equities category with lower 1-year volatility, going as low as 7.67%.
| Symbol | Name | Volatility 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| Fidelity Advisor Overseas Fund Class A | 7.67% | — | Sep 1996 | COSZX vs FAOAX | |
| Fidelity Advisor Overseas Fund Class C | 7.67% | — | Nov 1997 | COSZX vs FAOCX | |
| Fidelity Advisor Overseas Fund Class Z | 7.68% | — | Feb 2017 | COSZX vs FAOSX | |
| Fidelity Advisor Overseas Fund Class M | 7.69% | — | Apr 1990 | COSZX vs FAERX | |
| Fidelity Advisor Overseas Fund Class I | 7.69% | — | Jul 1995 | COSZX vs FAOIX |
Lowest Drawdown Alternatives to COSZX
COSZX has a 1-year max drawdown of -11.76%. There are 218 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, STK, GSFTX and span 8 categories.
Often Compared With COSZX
Investors most often compare COSZX with MFWTX, DFIV, AEPGX. These 18 comparison targets span 10 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