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 a closer substitute for your current allocation.
Cheapest Alternatives to INDZX
INDZX charges 0.97% annually. There are 232 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 | INDZX vs FBLEX | |
| Vanguard Value Index Fund Institutional Shares | 0.03% | — | Jul 1998 | INDZX vs VIVIX | |
| Fidelity Large Cap Value Index Fund | 0.04% | 13.00B | Jun 2016 | INDZX vs FLCOX | |
| Schwab U.S. Large-Cap Value Index Fund | 0.04% | — | Dec 2017 | INDZX vs SWLVX | |
| Vanguard Value Index Fund Admiral Shares | 0.05% | 245.00B | Nov 2000 | INDZX vs VVIAX |
Best Risk-Adjusted Alternatives to INDZX
INDZX has a PortfoliosLab risk / return rank of 90. There are 38 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 | INDZX vs FGIPX | |
| Delaware Growth and Income Fund | 96 | — | Oct 1993 | INDZX vs FGINX | |
| BlackRock Advantage Large Cap Value Fund | 95 | — | Dec 1999 | INDZX vs MALVX | |
| Integrity Dividend Harvest Fund | 95 | — | May 2012 | INDZX vs IDIVX | |
| Avantis U.S. Large Cap Value Fund Institutional Cl... | 94 | — | Jun 2022 | INDZX vs AVLVX |
Top Performing INDZX Alternatives (YTD)
INDZX is at 15.40% YTD. There are 86 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 | INDZX vs PKAIX | |
| Voya Corporate Leaders Trust Fund | 24.02% | — | Nov 1935 | INDZX vs LEXCX | |
| Avantis U.S. Large Cap Value Fund Institutional Cl... | 23.70% | — | Jun 2022 | INDZX vs AVLVX | |
| Al Frank Fund | 22.75% | — | May 2006 | INDZX vs VALAX | |
| AMG Yacktman Focused Fund | 22.70% | — | May 1997 | INDZX vs YAFFX |
Lowest Volatility Alternatives to INDZX
INDZX has 11.31% 1-year volatility. There are 155 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 | INDZX vs SHXPX | |
| Advisors Capital Tactical Fixed Income Fund | 3.62% | — | Feb 2021 | INDZX vs ACTIX | |
| The Income Fund of America Class R-1 | 7.37% | — | Dec 1973 | INDZX vs RIDAX | |
| Fidelity Advisor Large Cap Fund Class M | 7.50% | — | Feb 1996 | INDZX vs FALGX | |
| SEI Institutional Managed Trust Tax-Managed Manage... | 8.51% | — | Dec 2007 | INDZX vs TMMAX |
Lowest Drawdown Alternatives to INDZX
INDZX has a 1-year max drawdown of -7.14%. There are 142 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 | INDZX vs ACTIX | |
| Hennessy Cornerstone Value Fund | -3.77% | — | Nov 1996 | INDZX vs HFCVX | |
| Buffalo Flexible Income Fund | -4.45% | — | Aug 1994 | INDZX vs BUFBX | |
| Torray Fund | -4.50% | — | Dec 1990 | INDZX vs TORYX | |
| Federated Hermes Strategic Value Dividend Fund | -4.66% | — | Mar 2005 | INDZX 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 | INDZX vs SLMCX | |
| Columbia Dividend Income Fund | Large Cap Value Equities | 85 | 11.61% | — | Mar 1998 | INDZX vs GSFTX | |
| Columbia Dividend Income Fund Institutional 3 Clas... | Large Cap Value Equities, Dividend | 86 | 11.70% | — | Nov 2012 | INDZX vs CDDYX | |
| Columbia Dividend Income Fund Class A | Large Cap Value Equities | 85 | 11.48% | — | Nov 2002 | INDZX vs LBSAX | |
| Columbia Seligman Global Technology Fund | Technology Equities | 94 | 51.82% | — | May 1994 | INDZX vs SHGTX | |
| Columbia Global Technology Growth Fund Class A | Technology Equities, Large Cap Growth Equities | 62 | 26.44% | — | Nov 2000 | INDZX vs CTCAX | |
| Columbia Global Technology Growth Fund | Technology Equities | 63 | 26.61% | — | Nov 2000 | INDZX vs CMTFX | |
| Columbia Contrarian Core Fund | Large Cap Blend Equities | 46 | 10.38% | — | Dec 1992 | INDZX vs SMGIX | |
| Columbia Balanced Fund | Diversified Portfolio | 51 | 6.67% | — | Sep 1991 | INDZX vs CBALX | |
| Columbia Overseas Value Fund | Foreign Large Cap Equities | 42 | 6.61% | — | Mar 2008 | INDZX vs COSZX |
Often Compared With INDZX
Investors most often compare INDZX with VTV, AUXFX, GQHPX. These 20 comparison targets span 3 categories, based on PortfoliosLab usage data.
Compare INDZX with Any Fund or Stock
Compare INDZX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.
Pair INDZX with funds that move differently
Columbia Large Cap Value Fund alternatives help with substitution. Diversifiers are the next step when you want funds with lower historical correlation to INDZX.
Explore INDZX Diversifiers