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 231 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 | |
| Schwab U.S. Large-Cap Value Index Fund | 0.04% | — | Dec 2017 | INDZX vs SWLVX | |
| Fidelity Large Cap Value Index Fund | 0.04% | 13.00B | Jun 2016 | INDZX vs FLCOX | |
| TIAA-CREF Large-Cap Value Index Fund | 0.05% | — | Oct 2002 | INDZX vs TILVX |
Best Risk-Adjusted Alternatives to INDZX
INDZX has a PortfoliosLab risk / return rank of 92. There are 68 mutual funds in the Large Cap Value Equities category with higher risk-adjusted ranks, going as high as 98.
| Symbol | Name | Risk / Return Rank | AUM | Inception | |
|---|---|---|---|---|---|
| Nomura Growth and Income Fund Institutional Class | 98 | — | Oct 1993 | INDZX vs FGIPX | |
| PIMCO RAE US Fund | 98 | — | Jun 2015 | INDZX vs PKAIX | |
| Delaware Growth and Income Fund | 98 | — | Oct 1993 | INDZX vs FGINX | |
| LSV Conservative Value Equity Fund | 97 | — | Mar 2007 | INDZX vs LSVVX | |
| BlackRock Advantage Large Cap Value Fund | 97 | — | Dec 1999 | INDZX vs MALVX |
Top Performing INDZX Alternatives (YTD)
INDZX is at 16.29% YTD. There are 94 mutual funds in the Large Cap Value Equities category with higher YTD returns, going as high as 30.28%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| PIMCO RAE US Fund | 30.28% | — | Jun 2015 | INDZX vs PKAIX | |
| Voya Corporate Leaders Trust Fund | 29.09% | — | Nov 1935 | INDZX vs LEXCX | |
| PIMCO RAE PLUS Fund | 25.37% | — | Jun 2005 | INDZX vs PXTIX | |
| Avantis U.S. Large Cap Value Fund Institutional Cl... | 24.65% | — | Jun 2022 | INDZX vs AVLVX | |
| AMG Yacktman Focused Fund | 24.36% | — | May 1997 | INDZX vs YAFFX |
Lowest Volatility Alternatives to INDZX
INDZX has 11.38% 1-year volatility. There are 158 mutual funds in the Large Cap Value Equities category with lower 1-year volatility, going as low as 3.64%.
| Symbol | Name | Volatility 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| Advisors Capital Tactical Fixed Income Fund | 3.64% | — | Feb 2021 | INDZX vs ACTIX | |
| Fidelity Advisor Large Cap Fund Class M | 7.26% | — | Feb 1996 | INDZX vs FALGX | |
| The Income Fund of America Class R-1 | 7.37% | — | Dec 1973 | INDZX vs RIDAX | |
| American Century Equity Income Fund | 8.59% | 6.45B | Aug 1994 | INDZX vs TWEIX | |
| American Century Equity Income Fund Class I | 8.61% | — | Jul 1998 | INDZX vs ACIIX |
Lowest Drawdown Alternatives to INDZX
INDZX has a 1-year max drawdown of -7.14%. There are 139 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 Equity Income 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, STK, GSFTX and span 8 categories.
Often Compared With INDZX
Investors most often compare INDZX with VTV, VALAX, NEIMX. These 20 comparison targets span 6 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