Columbia Select Large Cap Value Fund Institutional Class (CSVZX) Alternatives
Columbia Select Large Cap Value Fund Institutional Class (CSVZX) 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 CSVZX. 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 CSVZX
CSVZX charges 0.60% annually. Among mutual funds in the Large Cap Value Equities category, these options have the lowest expense ratios among CSVZX alternatives.
| Symbol | Name | Expense Ratio | Inception | |
|---|---|---|---|---|
| Fidelity Series Stock Selector Large Cap Value Fun... | 0.01% | Dec 6, 2012 | CSVZX vs FBLEX | |
| Fidelity Large Cap Value Index Fund | 0.04% | Jun 7, 2016 | CSVZX vs FLCOX | |
| Schwab U.S. Large-Cap Value Index Fund | 0.04% | Dec 20, 2017 | CSVZX vs SWLVX | |
| Vanguard Value Index Fund Institutional Shares | 0.04% | Jul 2, 1998 | CSVZX vs VIVIX | |
| Vanguard Value Index Fund Admiral Shares | 0.05% | Nov 13, 2000 | CSVZX vs VVIAX |
Best Risk-Adjusted Alternatives to CSVZX
Among mutual funds in the Large Cap Value 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 | |
|---|---|---|---|---|
| Vanguard International High Dividend Yield Index F... | 92 | Mar 2, 2016 | CSVZX vs VIHAX | |
| Delaware Growth and Income Fund | 88 | Oct 4, 1993 | CSVZX vs FGINX | |
| Towpath Focus Fund | 87 | Dec 31, 2019 | CSVZX vs TOWFX | |
| Neiman Large Cap Value Fund | 86 | Apr 1, 2003 | CSVZX vs NEIMX | |
| Al Frank Fund | 85 | May 1, 2006 | CSVZX vs VALAX |
Top Performing CSVZX Alternatives (YTD)
CSVZX alternatives from the Large Cap Value Equities category, sorted by year-to-date return.
| Symbol | Name | YTD Return | Inception | |
|---|---|---|---|---|
| Ave Maria Value Focused Fund | 18.00% | Jan 1, 1984 | CSVZX vs AVERX | |
| Voya Corporate Leaders Trust Fund | 15.27% | Nov 18, 1935 | CSVZX vs LEXCX | |
| GQG Partners US Quality Dividend Income Fund | 11.95% | Jun 29, 2021 | CSVZX vs GQHPX | |
| AMG Yacktman Focused Fund | 8.59% | May 1, 1997 | CSVZX vs YAFFX | |
| Hennessy Cornerstone Value Fund | 8.31% | Nov 1, 1996 | CSVZX vs HFCVX |
Lowest Volatility Alternatives to CSVZX
CSVZX alternatives from the Large Cap Value Equities category, sorted by annualized volatility over the past year.
| Symbol | Name | Volatility 1Y | Inception | |
|---|---|---|---|---|
| Advisors Capital Tactical Fixed Income Fund | 4.68% | Feb 1, 2021 | CSVZX vs ACTIX | |
| The Income Fund of America Class R-1 | 9.48% | Dec 1, 1973 | CSVZX vs RIDAX | |
| Rational Equity Armor Fund | 11.05% | Feb 28, 2001 | CSVZX vs HDCTX | |
| American Century Equity Income Fund | 11.59% | Aug 1, 1994 | CSVZX vs TWEIX | |
| American Century Equity Income Fund Class I | 11.61% | Jul 8, 1998 | CSVZX vs ACIIX |
Lowest Drawdown Alternatives to CSVZX
CSVZX alternatives from the Large Cap Value Equities category, sorted by maximum drawdown over the past year.
| Symbol | Name | Max Drawdown 1Y | Inception | |
|---|---|---|---|---|
| Advisors Capital Tactical Fixed Income Fund | -3.07% | Feb 1, 2021 | CSVZX vs ACTIX | |
| Rational Equity Armor Fund | -6.95% | Feb 28, 2001 | CSVZX vs HDCTX | |
| Auxier Focus Fund | -8.19% | Jul 9, 1999 | CSVZX vs AUXFX | |
| The Income Fund of America Class R-1 | -8.25% | Dec 1, 1973 | CSVZX vs RIDAX | |
| 1789 Growth and Income Fund | -8.36% | Jan 21, 2011 | CSVZX vs PSECX |
Other Mutual Funds from Columbia
Most popular Columbia mutual funds on PortfoliosLab, across asset classes.
Often Compared With CSVZX
What investors most often compare with CSVZX, based on PortfoliosLab usage data.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | Inception | |
|---|---|---|---|---|---|---|
| Vanguard Value ETF | Large Cap Value Equities | 67 | 3.30% | Jan 26, 2004 | CSVZX vs VTV | |
| TIAA-CREF Large-Cap Value Index Fund | Large Cap Value Equities | 48 | -0.04% | Oct 1, 2002 | CSVZX vs TILVX |
Compare CSVZX with Any Fund or Stock
Compare CSVZX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.