Multi-Manager Value Strategies Fund (CZMVX) Alternatives
Multi-Manager Value Strategies Fund (CZMVX) 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 CZMVX. 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 CZMVX
CZMVX charges 0.69% annually. Among mutual funds in the Large Cap Value Equities category, these options have the lowest expense ratios among CZMVX alternatives.
| Symbol | Name | Expense Ratio | Inception | |
|---|---|---|---|---|
| Fidelity Series Stock Selector Large Cap Value Fun... | 0.01% | Dec 6, 2012 | CZMVX vs FBLEX | |
| Schwab U.S. Large-Cap Value Index Fund | 0.04% | Dec 20, 2017 | CZMVX vs SWLVX | |
| Fidelity Large Cap Value Index Fund | 0.04% | Jun 7, 2016 | CZMVX vs FLCOX | |
| Vanguard Value Index Fund Institutional Shares | 0.04% | Jul 2, 1998 | CZMVX vs VIVIX | |
| Vanguard Value Index Fund Admiral Shares | 0.05% | Nov 13, 2000 | CZMVX vs VVIAX |
Best Risk-Adjusted Alternatives to CZMVX
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... | 94 | Mar 2, 2016 | CZMVX vs VIHAX | |
| Delaware Growth and Income Fund | 89 | Oct 4, 1993 | CZMVX vs FGINX | |
| Towpath Focus Fund | 89 | Dec 31, 2019 | CZMVX vs TOWFX | |
| Al Frank Fund | 87 | May 1, 2006 | CZMVX vs VALAX | |
| Neiman Large Cap Value Fund | 87 | Apr 1, 2003 | CZMVX vs NEIMX |
Top Performing CZMVX Alternatives (YTD)
CZMVX alternatives from the Large Cap Value Equities category, sorted by year-to-date return.
| Symbol | Name | YTD Return | Inception | |
|---|---|---|---|---|
| Ave Maria Value Focused Fund | 19.97% | Jan 1, 1984 | CZMVX vs AVERX | |
| Voya Corporate Leaders Trust Fund | 15.63% | Nov 18, 1935 | CZMVX vs LEXCX | |
| GQG Partners US Quality Dividend Income Fund | 11.80% | Jun 29, 2021 | CZMVX vs GQHPX | |
| AMG Yacktman Focused Fund | 10.26% | May 1, 1997 | CZMVX vs YAFFX | |
| Federated Hermes Strategic Value Dividend Fund | 9.22% | Mar 30, 2005 | CZMVX vs SVAIX |
Lowest Volatility Alternatives to CZMVX
CZMVX 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 | 4.71% | Feb 1, 2021 | CZMVX vs ACTIX | |
| The Income Fund of America Class R-1 | 9.54% | Dec 1, 1973 | CZMVX vs RIDAX | |
| Rational Equity Armor Fund | 11.06% | Feb 28, 2001 | CZMVX vs HDCTX | |
| American Century Equity Income Fund | 11.60% | Aug 1, 1994 | CZMVX vs TWEIX | |
| American Century Equity Income Fund Class I | 11.62% | Jul 8, 1998 | CZMVX vs ACIIX |
Lowest Drawdown Alternatives to CZMVX
CZMVX 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 | CZMVX vs ACTIX | |
| Rational Equity Armor Fund | -6.95% | Feb 28, 2001 | CZMVX vs HDCTX | |
| GQG Partners US Quality Dividend Income Fund | -8.17% | Jun 29, 2021 | CZMVX vs GQHPX | |
| Auxier Focus Fund | -8.19% | Jul 9, 1999 | CZMVX vs AUXFX | |
| The Income Fund of America Class R-1 | -8.25% | Dec 1, 1973 | CZMVX vs RIDAX |
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Often Compared With CZMVX
What investors most often compare with CZMVX, based on PortfoliosLab usage data.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | Inception | |
|---|---|---|---|---|---|---|
| Vanguard S&P 500 ETF | S&P 500 | 60 | -3.66% | Sep 7, 2010 | CZMVX vs VOO | |
| Schwab U.S. Dividend Equity ETF | Dividend | 43 | 12.17% | Oct 20, 2011 | CZMVX vs SCHD | |
| Invesco QQQ ETF | Large Cap Growth Equities | 65 | -4.76% | Mar 10, 1999 | CZMVX vs QQQ | |
| Hennessy Cornerstone Value Fund | Large Cap Value Equities | 73 | 9.21% | Nov 1, 1996 | CZMVX vs HFCVX | |
| TIAA-CREF Large-Cap Value Index Fund | Large Cap Value Equities | 52 | 2.07% | Oct 1, 2002 | CZMVX vs TILVX | |
| 1789 Growth and Income Fund | Large Cap Value Equities | 24 | -0.58% | Jan 21, 2011 | CZMVX vs PSECX |
Compare CZMVX with Any Fund or Stock
Compare CZMVX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.