Columbia Global Value Fund (IEVAX) belongs to the Global Equities category. Below you'll find alternative mutual funds from the same category, ranked by key criteria, plus funds that investors commonly compare with IEVAX. Use the tables to find lower-cost options, better risk-adjusted returns, or a closer substitute for your current allocation.
Cheapest Alternatives to IEVAX
IEVAX charges 1.13% annually. There are 176 mutual funds in the Global Equities category with lower expense ratios, going as low as 0.01%.
| Symbol | Name | Expense Ratio | AUM | Inception | |
|---|---|---|---|---|---|
| GMO Global Developed Equity Allocation Fund | 0.01% | — | Jun 2005 | IEVAX vs GWOAX | |
| GMO Global Equity Allocation Fund | 0.01% | — | Nov 1996 | IEVAX vs GMGEX | |
| State Street Global All Cap Equity ex-U.S. Index F... | 0.07% | — | Sep 2014 | IEVAX vs SSGLX | |
| USAA Cornerstone Equity Fund | 0.09% | — | Jun 2012 | IEVAX vs UCEQX | |
| Vanguard Total World Stock Index Fund Admiral Shar... | 0.09% | 95.30B | Feb 2019 | IEVAX vs VTWAX |
Best Risk-Adjusted Alternatives to IEVAX
IEVAX has a PortfoliosLab risk / return rank of 68. There are 47 mutual funds in the Global Equities category with higher risk-adjusted ranks, going as high as 94.
| Symbol | Name | Risk / Return Rank | AUM | Inception | |
|---|---|---|---|---|---|
| LSV Global Value Fund | 94 | — | Jun 2014 | IEVAX vs LVAGX | |
| MainStay Epoch Global Equity Yield Fund | 93 | — | Dec 2005 | IEVAX vs EPSYX | |
| John Hancock Global Shareholder Yield Fund | 92 | — | Feb 2007 | IEVAX vs JGYIX | |
| Wasatch Global Value Fund Investor Class Shares | 91 | — | Sep 1996 | IEVAX vs FMIEX | |
| Polaris Global Value Fund | 90 | — | May 1998 | IEVAX vs PGVFX |
Top Performing IEVAX Alternatives (YTD)
IEVAX is at 10.00% YTD. There are 126 mutual funds in the Global Equities category with higher YTD returns, going as high as 34.74%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| T. Rowe Price Global Technology Fund I Class | 34.74% | — | Nov 2016 | IEVAX vs PGTIX | |
| Oberweis Global Opportunities Fund | 26.27% | — | Jan 1987 | IEVAX vs OBEGX | |
| LSV Global Value Fund | 23.68% | — | Jun 2014 | IEVAX vs LVAGX | |
| Ariel Global Fund | 22.71% | — | Dec 2011 | IEVAX vs AGLOX | |
| AMG Yacktman Global Fund Class N | 21.13% | — | — | IEVAX vs YFSNX |
Lowest Volatility Alternatives to IEVAX
IEVAX has 11.10% 1-year volatility. There are 28 mutual funds in the Global Equities category with lower 1-year volatility, going as low as 6.98%.
| Symbol | Name | Volatility 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| Vanguard Global Minimum Volatility Fund Investor S... | 6.98% | 2.00B | Dec 2013 | IEVAX vs VMVFX | |
| Vanguard Global Minimum Volatility Fund Admiral Sh... | 7.00% | 2.00B | Dec 2013 | IEVAX vs VMNVX | |
| SEI Institutional Managed Trust Global Managed Vol... | 7.23% | — | Jul 2006 | IEVAX vs SVTAX | |
| MFS Global Total Return Fund Class I | 7.54% | — | Sep 1990 | IEVAX vs MFWIX | |
| SEI Institutional Investments Trust Global Managed... | 7.60% | — | Jan 2016 | IEVAX vs SGMAX |
Lowest Drawdown Alternatives to IEVAX
IEVAX has a 1-year max drawdown of -8.80%. There are 40 mutual funds in the Global Equities category with shallower 1-year drawdowns, going as shallow as -5.21%.
| Symbol | Name | Max Drawdown 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| Russell Investment Tax-Managed Real Assets Fund | -5.21% | — | Jun 2019 | IEVAX vs RTXAX | |
| LSV Global Managed Volatility Fund | -5.76% | — | Jun 2014 | IEVAX vs LVAFX | |
| SEI Institutional Investments Trust Global Managed... | -5.88% | — | Jan 2016 | IEVAX vs SGMAX | |
| Cohen & Steers Global Infrastructure Fund Class A | -5.99% | — | Aug 2017 | IEVAX vs CSUAX | |
| SEI Institutional Managed Trust Global Managed Vol... | -5.99% | — | Jul 2006 | IEVAX vs SVTAX |
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 | 53.55% | — | Jun 1983 | IEVAX vs SLMCX | |
| Columbia Dividend Income Fund | Large Cap Value Equities | 86 | 11.33% | — | Mar 1998 | IEVAX vs GSFTX | |
| Columbia Dividend Income Fund Institutional 3 Clas... | Large Cap Value Equities, Dividend | 86 | 11.40% | — | Nov 2012 | IEVAX vs CDDYX | |
| Columbia Dividend Income Fund Class A | Large Cap Value Equities | 85 | 11.18% | — | Nov 2002 | IEVAX vs LBSAX | |
| Columbia Seligman Global Technology Fund | Technology Equities | 94 | 52.49% | — | May 1994 | IEVAX vs SHGTX | |
| Columbia Global Technology Growth Fund Class A | Technology Equities, Large Cap Growth Equities | 61 | 26.10% | — | Nov 2000 | IEVAX vs CTCAX | |
| Columbia Global Technology Growth Fund | Technology Equities | 62 | 26.26% | — | Nov 2000 | IEVAX vs CMTFX | |
| Columbia Contrarian Core Fund | Large Cap Blend Equities | 47 | 10.05% | — | Dec 1992 | IEVAX vs SMGIX | |
| Columbia Balanced Fund | Diversified Portfolio | 51 | 6.51% | — | Sep 1991 | IEVAX vs CBALX | |
| Columbia Overseas Value Fund | Foreign Large Cap Equities | 43 | 6.46% | — | Mar 2008 | IEVAX vs COSZX |
Often Compared With IEVAX
Investors most often compare IEVAX with SWPPX, SWISX, CAEIX. These 19 comparison targets span 4 categories, based on PortfoliosLab usage data.
Compare IEVAX with Any Fund or Stock
Compare IEVAX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.
Pair IEVAX with funds that move differently
Columbia Global Value Fund alternatives help with substitution. Diversifiers are the next step when you want funds with lower historical correlation to IEVAX.
Explore IEVAX Diversifiers