Columbia Global Value Fund (IEVAX) Alternatives
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 funds that fit a different role in your portfolio.
Cheapest Alternatives to IEVAX
IEVAX charges 1.13% annually. Among mutual funds in the Global Equities category, these options have the lowest expense ratios among IEVAX alternatives.
| Symbol | Name | Expense Ratio | Inception | |
|---|---|---|---|---|
| GMO Global Equity Allocation Fund | 0.01% | Nov 25, 1996 | IEVAX vs GMGEX | |
| GMO Global Developed Equity Allocation Fund | 0.01% | Jun 15, 2005 | IEVAX vs GWOAX | |
| State Street Global All Cap Equity ex-U.S. Index F... | 0.07% | Sep 17, 2014 | IEVAX vs SSGLX | |
| USAA Cornerstone Equity Fund | 0.09% | Jun 7, 2012 | IEVAX vs UCEQX | |
| Vanguard Global Minimum Volatility Fund Admiral Sh... | 0.14% | Dec 12, 2013 | IEVAX vs VMNVX |
Best Risk-Adjusted Alternatives to IEVAX
Among mutual funds in the Global 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 Global Capital Cycles Fund | 98 | May 23, 1984 | IEVAX vs VGPMX | |
| Calvert Global Energy Solutions Fund | 95 | May 30, 2007 | IEVAX vs CAEIX | |
| GMO Climate Change Fund | 95 | Apr 4, 2017 | IEVAX vs GCCHX | |
| Artisan Global Equity Fund | 94 | Mar 28, 2010 | IEVAX vs ARTHX | |
| Wasatch Global Value Fund Investor Class Shares | 93 | Sep 25, 1996 | IEVAX vs FMIEX |
Top Performing IEVAX Alternatives (YTD)
IEVAX alternatives from the Global Equities category, sorted by year-to-date return.
| Symbol | Name | YTD Return | Inception | |
|---|---|---|---|---|
| Russell Investment Tax-Managed Real Assets Fund | 13.06% | Jun 9, 2019 | IEVAX vs RTXAX | |
| GMO Climate Change Fund | 10.71% | Apr 4, 2017 | IEVAX vs GCCHX | |
| Nuveen Global Infrastructure Fund Class A | 10.36% | Dec 17, 2007 | IEVAX vs FGIAX | |
| GQG Partners Global Quality Dividend Income Fund | 10.08% | Jun 29, 2021 | IEVAX vs GQFPX | |
| Cohen & Steers Global Infrastructure Fund Class A | 9.35% | Aug 28, 2017 | IEVAX vs CSUAX |
Lowest Volatility Alternatives to IEVAX
IEVAX alternatives from the Global Equities category, sorted by annualized volatility over the past year.
| Symbol | Name | Volatility 1Y | Inception | |
|---|---|---|---|---|
| MFS Global Total Return Fund Class I | 8.94% | Sep 4, 1990 | IEVAX vs MFWIX | |
| Vanguard Global Minimum Volatility Fund Investor S... | 10.06% | Dec 12, 2013 | IEVAX vs VMVFX | |
| Vanguard Global Minimum Volatility Fund Admiral Sh... | 10.09% | Dec 12, 2013 | IEVAX vs VMNVX | |
| MFS Low Volatility Global Equity Fund | 10.60% | Dec 4, 2013 | IEVAX vs MVGIX | |
| Lazard Global Listed Infrastructure Portfolio Inst... | 10.73% | — | IEVAX vs GLIFX |
Lowest Drawdown Alternatives to IEVAX
IEVAX alternatives from the Global Equities category, sorted by maximum drawdown over the past year.
| Symbol | Name | Max Drawdown 1Y | Inception | |
|---|---|---|---|---|
| MFS Global Total Return Fund Class I | -6.85% | Sep 4, 1990 | IEVAX vs MFWIX | |
| Vanguard Global Minimum Volatility Fund Admiral Sh... | -7.93% | Dec 12, 2013 | IEVAX vs VMNVX | |
| Vanguard Global Minimum Volatility Fund Investor S... | -7.96% | Dec 12, 2013 | IEVAX vs VMVFX | |
| Cohen & Steers Global Infrastructure Fund Class A | -7.98% | Aug 28, 2017 | IEVAX vs CSUAX | |
| Nuveen Global Infrastructure Fund Class A | -8.29% | Dec 17, 2007 | IEVAX vs FGIAX |
Other Mutual Funds from Columbia
Most popular Columbia mutual funds on PortfoliosLab, across asset classes.
Often Compared With IEVAX
What investors most often compare with IEVAX, based on PortfoliosLab usage data.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | Inception | |
|---|---|---|---|---|---|---|
| Schwab S&P 500 Index Fund | Large Cap Blend Equities, S&P 500 | 59 | -4.39% | May 19, 1997 | IEVAX vs SWPPX | |
| Schwab International Index Fund | Foreign Large Cap Equities | 75 | 1.04% | May 19, 1997 | IEVAX vs SWISX | |
| JPMorgan Global Allocation Fund A | Global Equities | 36 | -3.89% | May 31, 2011 | IEVAX vs GAOAX |
Compare IEVAX with Any Fund or Stock
Compare IEVAX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.