Columbia Dividend Opportunity Fund (INUTX) Alternatives
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 funds that fit a different role in your portfolio.
Cheapest Alternatives to INUTX
INUTX charges 1.06% annually. Among mutual funds in the Large Cap Value Equities category, these options have the lowest expense ratios among INUTX alternatives.
| Symbol | Name | Expense Ratio | Inception | |
|---|---|---|---|---|
| Fidelity Series Stock Selector Large Cap Value Fun... | 0.01% | Dec 6, 2012 | INUTX vs FBLEX | |
| Fidelity Large Cap Value Index Fund | 0.04% | Jun 7, 2016 | INUTX vs FLCOX | |
| Schwab U.S. Large-Cap Value Index Fund | 0.04% | Dec 20, 2017 | INUTX vs SWLVX | |
| Vanguard Value Index Fund Institutional Shares | 0.04% | Jul 2, 1998 | INUTX vs VIVIX | |
| Vanguard Value Index Fund Admiral Shares | 0.05% | Nov 13, 2000 | INUTX vs VVIAX |
Best Risk-Adjusted Alternatives to INUTX
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 | INUTX vs VIHAX | |
| Delaware Growth and Income Fund | 88 | Oct 4, 1993 | INUTX vs FGINX | |
| Towpath Focus Fund | 87 | Dec 31, 2019 | INUTX vs TOWFX | |
| Neiman Large Cap Value Fund | 86 | Apr 1, 2003 | INUTX vs NEIMX | |
| Al Frank Fund | 85 | May 1, 2006 | INUTX vs VALAX |
Top Performing INUTX Alternatives (YTD)
INUTX 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 | INUTX vs AVERX | |
| Voya Corporate Leaders Trust Fund | 15.27% | Nov 18, 1935 | INUTX vs LEXCX | |
| GQG Partners US Quality Dividend Income Fund | 11.95% | Jun 29, 2021 | INUTX vs GQHPX | |
| AMG Yacktman Focused Fund | 8.59% | May 1, 1997 | INUTX vs YAFFX | |
| Hennessy Cornerstone Value Fund | 8.31% | Nov 1, 1996 | INUTX vs HFCVX |
Lowest Volatility Alternatives to INUTX
INUTX 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 | INUTX vs ACTIX | |
| The Income Fund of America Class R-1 | 9.48% | Dec 1, 1973 | INUTX vs RIDAX | |
| Rational Equity Armor Fund | 11.05% | Feb 28, 2001 | INUTX vs HDCTX | |
| American Century Equity Income Fund | 11.59% | Aug 1, 1994 | INUTX vs TWEIX | |
| American Century Equity Income Fund Class I | 11.61% | Jul 8, 1998 | INUTX vs ACIIX |
Lowest Drawdown Alternatives to INUTX
INUTX 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 | INUTX vs ACTIX | |
| Rational Equity Armor Fund | -6.95% | Feb 28, 2001 | INUTX vs HDCTX | |
| Auxier Focus Fund | -8.19% | Jul 9, 1999 | INUTX vs AUXFX | |
| The Income Fund of America Class R-1 | -8.25% | Dec 1, 1973 | INUTX vs RIDAX | |
| 1789 Growth and Income Fund | -8.36% | Jan 21, 2011 | INUTX vs PSECX |
Other Mutual Funds from Columbia
Most popular Columbia mutual funds on PortfoliosLab, across asset classes.
Often Compared With INUTX
What investors most often compare with INUTX, based on PortfoliosLab usage data.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | Inception | |
|---|---|---|---|---|---|---|
| Vanguard S&P 500 ETF | S&P 500 | 65 | -4.42% | Sep 7, 2010 | INUTX vs VOO | |
| Vanguard Value ETF | Large Cap Value Equities | 67 | 3.30% | Jan 26, 2004 | INUTX vs VTV | |
| Integrity Dividend Harvest Fund | Large Cap Value Equities | 80 | 4.46% | May 1, 2012 | INUTX vs IDIVX | |
| JPMorgan Equity Income Fund R6 | Large Cap Value Equities, Dividend | 43 | -0.27% | Jul 2, 1987 | INUTX vs OIEJX | |
| Vanguard Institutional Index Fund Institutional Pl... | Large Cap Blend Equities | 46 | -7.06% | Jul 7, 1997 | INUTX vs VIIIX | |
| T. Rowe Price Dividend Growth Fund, Inc. | Large Cap Blend Equities, Dividend | 33 | -2.47% | Dec 30, 1992 | INUTX vs PRDGX | |
| Federated Hermes Strategic Value Dividend Fund | Large Cap Value Equities | 77 | 8.28% | Mar 30, 2005 | INUTX vs SVAIX | |
| TIAA-CREF Large-Cap Value Index Fund | Large Cap Value Equities | 48 | -0.04% | Oct 1, 2002 | INUTX vs TILVX |
Compare INUTX with Any Fund or Stock
Compare INUTX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.