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 178 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% | 97.00B | Feb 2019 | IEVAX vs VTWAX |
Best Risk-Adjusted Alternatives to IEVAX
IEVAX has a PortfoliosLab risk / return rank of 72. There are 58 mutual funds in the Global Equities category with higher risk-adjusted ranks, going as high as 97.
| Symbol | Name | Risk / Return Rank | AUM | Inception | |
|---|---|---|---|---|---|
| LSV Global Managed Volatility Fund | 97 | — | Jun 2014 | IEVAX vs LVAFX | |
| Wasatch Global Value Fund Investor Class Shares | 97 | — | Sep 1996 | IEVAX vs FMIEX | |
| LSV Global Value Fund | 97 | — | Jun 2014 | IEVAX vs LVAGX | |
| MainStay Epoch Global Equity Yield Fund | 96 | — | Dec 2005 | IEVAX vs EPSYX | |
| Polaris Global Value Fund | 95 | — | May 1998 | IEVAX vs PGVFX |
Top Performing IEVAX Alternatives (YTD)
IEVAX is at 11.01% YTD. There are 104 mutual funds in the Global Equities category with higher YTD returns, going as high as 24.97%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| AMG Yacktman Global Fund | 24.97% | — | Jan 2017 | IEVAX vs YFSIX | |
| AMG Yacktman Global Fund Class N | 24.78% | — | — | IEVAX vs YFSNX | |
| LSV Global Value Fund | 24.67% | — | Jun 2014 | IEVAX vs LVAGX | |
| T. Rowe Price Global Technology Fund I Class | 23.72% | — | Nov 2016 | IEVAX vs PGTIX | |
| MainStay Epoch Global Equity Yield Fund | 21.42% | — | Dec 2005 | IEVAX vs EPSYX |
Lowest Volatility Alternatives to IEVAX
IEVAX has 11.37% 1-year volatility. There are 34 mutual funds in the Global Equities category with lower 1-year volatility, going as low as 6.87%.
| Symbol | Name | Volatility 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| Catalyst/Millburn Hedge Strategy Fund | 6.87% | — | Dec 2015 | IEVAX vs MBXAX | |
| Catalyst/Millburn Hedge Strategy Fund Class I | 6.90% | — | Dec 1996 | IEVAX vs MBXIX | |
| Vanguard Global Minimum Volatility Fund Investor S... | 6.99% | 2.00B | Dec 2013 | IEVAX vs VMVFX | |
| Vanguard Global Minimum Volatility Fund Admiral Sh... | 7.01% | 2.00B | Dec 2013 | IEVAX vs VMNVX | |
| SEI Institutional Managed Trust Global Managed Vol... | 7.42% | — | Jul 2006 | IEVAX vs SVTAX |
Lowest Drawdown Alternatives to IEVAX
IEVAX has a 1-year max drawdown of -8.80%. There are 41 mutual funds in the Global Equities category with shallower 1-year drawdowns, going as shallow as -3.85%.
| Symbol | Name | Max Drawdown 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| Catalyst/Millburn Hedge Strategy Fund Class I | -3.85% | — | Dec 1996 | IEVAX vs MBXIX | |
| Catalyst/Millburn Hedge Strategy Fund | -3.89% | — | Dec 2015 | IEVAX vs MBXAX | |
| 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 |
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 IEVAX
Investors most often compare IEVAX with SWPPX, SWISX, CBALX. These 20 comparison targets span 8 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