Columbia Large Cap Value Fund (INDZX) Alternatives
Columbia Large Cap Value Fund (INDZX) 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 INDZX. 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 INDZX
INDZX charges 0.97% annually. Among mutual funds in the Large Cap Value Equities category, these options have the lowest expense ratios among INDZX alternatives.
| Symbol | Name | Expense Ratio | Inception | |
|---|---|---|---|---|
| Fidelity Series Stock Selector Large Cap Value Fun... | 0.01% | Dec 6, 2012 | INDZX vs FBLEX | |
| Schwab U.S. Large-Cap Value Index Fund | 0.04% | Dec 20, 2017 | INDZX vs SWLVX | |
| Fidelity Large Cap Value Index Fund | 0.04% | Jun 7, 2016 | INDZX vs FLCOX | |
| Vanguard Value Index Fund Institutional Shares | 0.04% | Jul 2, 1998 | INDZX vs VIVIX | |
| TIAA-CREF Large-Cap Value Index Fund | 0.05% | Oct 1, 2002 | INDZX vs TILVX |
Best Risk-Adjusted Alternatives to INDZX
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... | 92 | Mar 2, 2016 | INDZX vs VIHAX | |
| Delaware Growth and Income Fund | 88 | Oct 4, 1993 | INDZX vs FGINX | |
| Towpath Focus Fund | 87 | Dec 31, 2019 | INDZX vs TOWFX | |
| Neiman Large Cap Value Fund | 86 | Apr 1, 2003 | INDZX vs NEIMX | |
| Al Frank Fund | 85 | May 1, 2006 | INDZX vs VALAX |
Top Performing INDZX Alternatives (YTD)
INDZX alternatives from the Large Cap Value Equities category, sorted by year-to-date return.
| Symbol | Name | YTD Return | Inception | |
|---|---|---|---|---|
| Ave Maria Value Focused Fund | 18.00% | Jan 1, 1984 | INDZX vs AVERX | |
| Voya Corporate Leaders Trust Fund | 15.27% | Nov 18, 1935 | INDZX vs LEXCX | |
| GQG Partners US Quality Dividend Income Fund | 11.95% | Jun 29, 2021 | INDZX vs GQHPX | |
| AMG Yacktman Focused Fund | 8.59% | May 1, 1997 | INDZX vs YAFFX | |
| Hennessy Cornerstone Value Fund | 8.31% | Nov 1, 1996 | INDZX vs HFCVX |
Lowest Volatility Alternatives to INDZX
INDZX 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 | 4.68% | Feb 1, 2021 | INDZX vs ACTIX | |
| The Income Fund of America Class R-1 | 9.48% | Dec 1, 1973 | INDZX vs RIDAX | |
| Rational Equity Armor Fund | 11.05% | Feb 28, 2001 | INDZX vs HDCTX | |
| American Century Equity Income Fund | 11.59% | Aug 1, 1994 | INDZX vs TWEIX | |
| American Century Equity Income Fund Class I | 11.61% | Jul 8, 1998 | INDZX vs ACIIX |
Lowest Drawdown Alternatives to INDZX
INDZX 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 | INDZX vs ACTIX | |
| Rational Equity Armor Fund | -6.95% | Feb 28, 2001 | INDZX vs HDCTX | |
| Auxier Focus Fund | -8.19% | Jul 9, 1999 | INDZX vs AUXFX | |
| The Income Fund of America Class R-1 | -8.25% | Dec 1, 1973 | INDZX vs RIDAX | |
| 1789 Growth and Income Fund | -8.36% | Jan 21, 2011 | INDZX vs PSECX |
Other Mutual Funds from Columbia
Most popular Columbia mutual funds on PortfoliosLab, across asset classes.
Often Compared With INDZX
What investors most often compare with INDZX, based on PortfoliosLab usage data.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | Inception | |
|---|---|---|---|---|---|---|
| Vanguard Value ETF | Large Cap Value Equities | 67 | 3.30% | Jan 26, 2004 | INDZX vs VTV |
Compare INDZX with Any Fund or Stock
Compare INDZX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.