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 259 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 94. There are 90 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 | |
|---|---|---|---|---|---|
| PIMCO RAE US Fund | 98 | — | Jun 2015 | INUTX vs PKAIX | |
| Nomura Growth and Income Fund Institutional Class | 98 | — | Oct 1993 | INUTX vs FGIPX | |
| Delaware Growth and Income Fund | 98 | — | Oct 1993 | INUTX vs FGINX | |
| BlackRock Advantage Large Cap Value Fund | 98 | — | Dec 1999 | INUTX vs MALVX | |
| LSV Conservative Value Equity Fund | 98 | — | Mar 2007 | INUTX vs LSVVX |
Top Performing INUTX Alternatives (YTD)
INUTX is at 16.94% YTD. There are 109 mutual funds in the Large Cap Value Equities category with higher YTD returns, going as high as 30.79%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| PIMCO RAE US Fund | 30.79% | — | Jun 2015 | INUTX vs PKAIX | |
| Voya Corporate Leaders Trust Fund | 28.28% | — | Nov 1935 | INUTX vs LEXCX | |
| AMG Yacktman Focused Fund | 26.29% | — | May 1997 | INUTX vs YAFFX | |
| Avantis U.S. Large Cap Value Fund Institutional Cl... | 26.11% | — | Jun 2022 | INUTX vs AVLVX | |
| North Square Advisory Research Small Cap Value Fun... | 26.10% | — | Nov 2009 | INUTX vs ADVGX |
Lowest Volatility Alternatives to INUTX
INUTX has 10.37% 1-year volatility. There are 65 mutual funds in the Large Cap Value Equities category with lower 1-year volatility, going as low as 3.61%.
| Symbol | Name | Volatility 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| Advisors Capital Tactical Fixed Income Fund | 3.61% | — | Feb 2021 | INUTX vs ACTIX | |
| Fidelity Advisor Large Cap Fund Class M | 7.26% | — | Feb 1996 | INUTX vs FALGX | |
| The Income Fund of America Class R-1 | 7.33% | — | Dec 1973 | INUTX vs RIDAX | |
| American Century Equity Income Fund | 8.54% | 6.45B | Aug 1994 | INUTX vs TWEIX | |
| American Century Equity Income Fund Class I | 8.56% | — | Jul 1998 | INUTX vs ACIIX |
Lowest Drawdown Alternatives to INUTX
INUTX has a 1-year max drawdown of -7.60%. There are 187 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 Equity Income 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, STK, CDDYX and span 9 categories.
Often Compared With INUTX
Investors most often compare INUTX with IDIVX, PRDGX, VOO. These 20 comparison targets span 10 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