Columbia Dividend Opportunity Fund (INUTX) 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 INUTX. Use the tables to find lower-cost options, better risk-adjusted returns, or a closer substitute for your current allocation.
Cheapest Alternatives to INUTX
INUTX charges 1.06% annually. There are 261 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 | INUTX vs FBLEX | |
| Vanguard Value Index Fund Institutional Shares | 0.03% | — | Jul 1998 | INUTX vs VIVIX | |
| Schwab U.S. Large-Cap Value Index Fund | 0.04% | — | Dec 2017 | INUTX vs SWLVX | |
| Fidelity Large Cap Value Index Fund | 0.04% | 13.00B | Jun 2016 | INUTX vs FLCOX | |
| TIAA-CREF Large-Cap Value Index Fund | 0.05% | — | Oct 2002 | INUTX vs TILVX |
Best Risk-Adjusted Alternatives to INUTX
INUTX has a PortfoliosLab risk / return rank of 85. There are 92 mutual funds in the Large Cap Value Equities category with higher risk-adjusted ranks, going as high as 97.
| Symbol | Name | Risk / Return Rank | AUM | Inception | |
|---|---|---|---|---|---|
| Nomura Growth and Income Fund Institutional Class | 97 | — | Oct 1993 | INUTX vs FGIPX | |
| Delaware Growth and Income Fund | 96 | — | Oct 1993 | INUTX vs FGINX | |
| BlackRock Advantage Large Cap Value Fund | 96 | — | Dec 1999 | INUTX vs MALVX | |
| Integrity Dividend Harvest Fund | 96 | — | May 2012 | INUTX vs IDIVX | |
| Sterling Capital Behavioral Large Cap Value Equity... | 95 | — | Oct 1992 | INUTX vs BBISX |
Top Performing INUTX Alternatives (YTD)
INUTX is at 15.45% YTD. There are 85 mutual funds in the Large Cap Value Equities category with higher YTD returns, going as high as 26.47%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| PIMCO RAE US Fund | 26.47% | — | Jun 2015 | INUTX vs PKAIX | |
| Voya Corporate Leaders Trust Fund | 26.18% | — | Nov 1935 | INUTX vs LEXCX | |
| Avantis U.S. Large Cap Value Fund Institutional Cl... | 23.83% | — | Jun 2022 | INUTX vs AVLVX | |
| Calvert US Large-Cap Value Responsible Index Fund | 22.16% | — | Jun 2015 | INUTX vs CFJIX | |
| PIMCO RAE PLUS Fund | 22.13% | — | Jun 2005 | INUTX vs PXTIX |
Lowest Volatility Alternatives to INUTX
INUTX has 10.40% 1-year volatility. There are 70 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 | INUTX vs SHXPX | |
| Advisors Capital Tactical Fixed Income Fund | 3.63% | — | Feb 2021 | INUTX vs ACTIX | |
| The Income Fund of America Class R-1 | 7.36% | — | Dec 1973 | INUTX vs RIDAX | |
| Fidelity Advisor Large Cap Fund Class M | 7.49% | — | Feb 1996 | INUTX vs FALGX | |
| SEI Institutional Managed Trust Tax-Managed Manage... | 8.49% | — | Dec 2007 | INUTX vs TMMAX |
Lowest Drawdown Alternatives to INUTX
INUTX has a 1-year max drawdown of -7.60%. There are 190 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 | INUTX vs ACTIX | |
| Hennessy Cornerstone Value Fund | -3.77% | — | Nov 1996 | INUTX vs HFCVX | |
| Buffalo Flexible Income Fund | -4.45% | — | Aug 1994 | INUTX vs BUFBX | |
| Torray Fund | -4.50% | — | Dec 1990 | INUTX vs TORYX | |
| Federated Hermes Strategic Value Dividend Fund | -4.66% | — | Mar 2005 | INUTX 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 | 49.58% | — | Jun 1983 | INUTX vs SLMCX | |
| Columbia Dividend Income Fund | Large Cap Value Equities | 87 | 11.64% | — | Mar 1998 | INUTX vs GSFTX | |
| Columbia Dividend Income Fund Institutional 3 Clas... | Large Cap Value Equities, Dividend | 87 | 11.73% | — | Nov 2012 | INUTX vs CDDYX | |
| Columbia Dividend Income Fund Class A | Large Cap Value Equities | 86 | 11.51% | — | Nov 2002 | INUTX vs LBSAX | |
| Columbia Seligman Global Technology Fund | Technology Equities | 94 | 48.54% | — | May 1994 | INUTX vs SHGTX | |
| Columbia Global Technology Growth Fund Class A | Technology Equities, Large Cap Growth Equities | 54 | 22.83% | — | Nov 2000 | INUTX vs CTCAX | |
| Columbia Global Technology Growth Fund | Technology Equities | 55 | 22.99% | — | Nov 2000 | INUTX vs CMTFX | |
| Columbia Contrarian Core Fund | Large Cap Blend Equities | 44 | 9.43% | — | Dec 1992 | INUTX vs SMGIX | |
| Columbia Balanced Fund | Diversified Portfolio | 48 | 5.94% | — | Sep 1991 | INUTX vs CBALX | |
| Columbia Overseas Value Fund | Foreign Large Cap Equities | 41 | 5.79% | — | Mar 2008 | INUTX vs COSZX |
Often Compared With INUTX
Investors most often compare INUTX with PRDGX, VOO, VTV. These 20 comparison targets span 9 categories, based on PortfoliosLab usage data.
Compare INUTX with Any Fund or Stock
Compare INUTX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.
Pair INUTX with funds that move differently
Columbia Dividend Opportunity Fund alternatives help with substitution. Diversifiers are the next step when you want funds with lower historical correlation to INUTX.
Explore INUTX Diversifiers