Columbia Dividend Income Fund Class S (GFSDX) 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 GFSDX. Use the tables to find lower-cost options, better risk-adjusted returns, or a closer substitute for your current allocation.
Cheapest Alternatives to GFSDX
GFSDX charges 0.65% annually. There are 91 mutual funds in the Large Cap Value Equities category with lower expense ratios, going as low as 0.01%.
| Symbol | Name | Expense Ratio | AUM | Inception | |
|---|---|---|---|---|---|
| Fidelity Series Stock Selector Large Cap Value Fun... | 0.01% | — | Dec 2012 | GFSDX vs FBLEX | |
| Vanguard Value Index Fund Institutional Shares | 0.03% | — | Jul 1998 | GFSDX vs VIVIX | |
| Fidelity Large Cap Value Index Fund | 0.04% | 13.00B | Jun 2016 | GFSDX vs FLCOX | |
| Schwab U.S. Large-Cap Value Index Fund | 0.04% | — | Dec 2017 | GFSDX vs SWLVX | |
| Vanguard Value Index Fund Admiral Shares | 0.05% | 245.00B | Nov 2000 | GFSDX vs VVIAX |
Best Risk-Adjusted Alternatives to GFSDX
GFSDX has a PortfoliosLab risk / return rank of 86. There are 76 mutual funds in the Large Cap Value Equities category with higher risk-adjusted ranks, going as high as 96.
| Symbol | Name | Risk / Return Rank | AUM | Inception | |
|---|---|---|---|---|---|
| Nomura Growth and Income Fund Institutional Class | 96 | — | Oct 1993 | GFSDX vs FGIPX | |
| Delaware Growth and Income Fund | 96 | — | Oct 1993 | GFSDX vs FGINX | |
| BlackRock Advantage Large Cap Value Fund | 95 | — | Dec 1999 | GFSDX vs MALVX | |
| Integrity Dividend Harvest Fund | 95 | — | May 2012 | GFSDX vs IDIVX | |
| Avantis U.S. Large Cap Value Fund Institutional Cl... | 94 | — | Jun 2022 | GFSDX vs AVLVX |
Top Performing GFSDX Alternatives (YTD)
GFSDX is at 11.64% YTD. There are 174 mutual funds in the Large Cap Value Equities category with higher YTD returns, going as high as 25.44%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| PIMCO RAE US Fund | 25.44% | — | Jun 2015 | GFSDX vs PKAIX | |
| Voya Corporate Leaders Trust Fund | 24.02% | — | Nov 1935 | GFSDX vs LEXCX | |
| Avantis U.S. Large Cap Value Fund Institutional Cl... | 23.70% | — | Jun 2022 | GFSDX vs AVLVX | |
| Al Frank Fund | 22.75% | — | May 2006 | GFSDX vs VALAX | |
| AMG Yacktman Focused Fund | 22.70% | — | May 1997 | GFSDX vs YAFFX |
Lowest Volatility Alternatives to GFSDX
GFSDX has 9.15% 1-year volatility. There are 12 mutual funds in the Large Cap Value Equities category with lower 1-year volatility, going as low as 1.33%.
| Symbol | Name | Volatility 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| American Beacon Shapiro Equity Opportunities Fund | 1.33% | — | Sep 2017 | GFSDX vs SHXPX | |
| Advisors Capital Tactical Fixed Income Fund | 3.62% | — | Feb 2021 | GFSDX vs ACTIX | |
| The Income Fund of America Class R-1 | 7.37% | — | Dec 1973 | GFSDX vs RIDAX | |
| Fidelity Advisor Large Cap Fund Class M | 7.50% | — | Feb 1996 | GFSDX vs FALGX | |
| SEI Institutional Managed Trust Tax-Managed Manage... | 8.51% | — | Dec 2007 | GFSDX vs TMMAX |
Lowest Drawdown Alternatives to GFSDX
GFSDX has a 1-year max drawdown of -5.51%. There are 15 mutual funds in the Large Cap Value Equities category with shallower 1-year drawdowns, going as shallow as -2.90%.
| Symbol | Name | Max Drawdown 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| Advisors Capital Tactical Fixed Income Fund | -2.90% | — | Feb 2021 | GFSDX vs ACTIX | |
| Hennessy Cornerstone Value Fund | -3.77% | — | Nov 1996 | GFSDX vs HFCVX | |
| Buffalo Flexible Income Fund | -4.45% | — | Aug 1994 | GFSDX vs BUFBX | |
| Torray Fund | -4.50% | — | Dec 1990 | GFSDX vs TORYX | |
| Federated Hermes Strategic Value Dividend Fund | -4.66% | — | Mar 2005 | GFSDX vs SVAIX |
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 | 95 | 52.83% | — | Jun 1983 | GFSDX vs SLMCX | |
| Columbia Dividend Income Fund | Large Cap Value Equities | 85 | 11.61% | — | Mar 1998 | GFSDX vs GSFTX | |
| Columbia Dividend Income Fund Institutional 3 Clas... | Large Cap Value Equities, Dividend | 86 | 11.70% | — | Nov 2012 | GFSDX vs CDDYX | |
| Columbia Dividend Income Fund Class A | Large Cap Value Equities | 85 | 11.48% | — | Nov 2002 | GFSDX vs LBSAX | |
| Columbia Seligman Global Technology Fund | Technology Equities | 94 | 51.82% | — | May 1994 | GFSDX vs SHGTX | |
| Columbia Global Technology Growth Fund Class A | Technology Equities, Large Cap Growth Equities | 62 | 26.44% | — | Nov 2000 | GFSDX vs CTCAX | |
| Columbia Global Technology Growth Fund | Technology Equities | 63 | 26.61% | — | Nov 2000 | GFSDX vs CMTFX | |
| Columbia Contrarian Core Fund | Large Cap Blend Equities | 46 | 10.38% | — | Dec 1992 | GFSDX vs SMGIX | |
| Columbia Balanced Fund | Diversified Portfolio | 51 | 6.67% | — | Sep 1991 | GFSDX vs CBALX | |
| Columbia Overseas Value Fund | Foreign Large Cap Equities | 42 | 6.61% | — | Mar 2008 | GFSDX vs COSZX |
Often Compared With GFSDX
Investors most often compare GFSDX with FSPSX, ACIIX, FSSNX. These 20 comparison targets span 7 categories, based on PortfoliosLab usage data.
Compare GFSDX with Any Fund or Stock
Compare GFSDX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.
Pair GFSDX with funds that move differently
Columbia Dividend Income Fund Class S alternatives help with substitution. Diversifiers are the next step when you want funds with lower historical correlation to GFSDX.
Explore GFSDX Diversifiers