Columbia Disciplined Value Fund (RLCAX) Alternatives
Columbia Disciplined Value Fund (RLCAX) 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 RLCAX. 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 RLCAX
RLCAX charges 1.04% annually. Among mutual funds in the Large Cap Value Equities category, these options have the lowest expense ratios among RLCAX alternatives.
| Symbol | Name | Expense Ratio | Inception | |
|---|---|---|---|---|
| Fidelity Series Stock Selector Large Cap Value Fun... | 0.01% | Dec 6, 2012 | RLCAX vs FBLEX | |
| Schwab U.S. Large-Cap Value Index Fund | 0.04% | Dec 20, 2017 | RLCAX vs SWLVX | |
| Fidelity Large Cap Value Index Fund | 0.04% | Jun 7, 2016 | RLCAX vs FLCOX | |
| Vanguard Value Index Fund Institutional Shares | 0.04% | Jul 2, 1998 | RLCAX vs VIVIX | |
| TIAA-CREF Large-Cap Value Index Fund | 0.05% | Oct 1, 2002 | RLCAX vs TILVX |
Best Risk-Adjusted Alternatives to RLCAX
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 | RLCAX vs VIHAX | |
| Delaware Growth and Income Fund | 88 | Oct 4, 1993 | RLCAX vs FGINX | |
| Towpath Focus Fund | 87 | Dec 31, 2019 | RLCAX vs TOWFX | |
| Neiman Large Cap Value Fund | 86 | Apr 1, 2003 | RLCAX vs NEIMX | |
| Al Frank Fund | 85 | May 1, 2006 | RLCAX vs VALAX |
Top Performing RLCAX Alternatives (YTD)
RLCAX 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 | RLCAX vs AVERX | |
| Voya Corporate Leaders Trust Fund | 15.27% | Nov 18, 1935 | RLCAX vs LEXCX | |
| GQG Partners US Quality Dividend Income Fund | 11.95% | Jun 29, 2021 | RLCAX vs GQHPX | |
| AMG Yacktman Focused Fund | 8.59% | May 1, 1997 | RLCAX vs YAFFX | |
| Hennessy Cornerstone Value Fund | 8.31% | Nov 1, 1996 | RLCAX vs HFCVX |
Lowest Volatility Alternatives to RLCAX
RLCAX 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 | RLCAX vs ACTIX | |
| The Income Fund of America Class R-1 | 9.48% | Dec 1, 1973 | RLCAX vs RIDAX | |
| Rational Equity Armor Fund | 11.05% | Feb 28, 2001 | RLCAX vs HDCTX | |
| American Century Equity Income Fund | 11.59% | Aug 1, 1994 | RLCAX vs TWEIX | |
| American Century Equity Income Fund Class I | 11.61% | Jul 8, 1998 | RLCAX vs ACIIX |
Lowest Drawdown Alternatives to RLCAX
RLCAX 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 | RLCAX vs ACTIX | |
| Rational Equity Armor Fund | -6.95% | Feb 28, 2001 | RLCAX vs HDCTX | |
| Auxier Focus Fund | -8.19% | Jul 9, 1999 | RLCAX vs AUXFX | |
| The Income Fund of America Class R-1 | -8.25% | Dec 1, 1973 | RLCAX vs RIDAX | |
| 1789 Growth and Income Fund | -8.36% | Jan 21, 2011 | RLCAX vs PSECX |
Other Mutual Funds from Columbia
Most popular Columbia mutual funds on PortfoliosLab, across asset classes.
Often Compared With RLCAX
What investors most often compare with RLCAX, based on PortfoliosLab usage data.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | Inception | |
|---|---|---|---|---|---|---|
| MFS Value Fund | Large Cap Value Equities | 27 | -0.62% | Jan 2, 1996 | RLCAX vs MEIAX |
Compare RLCAX with Any Fund or Stock
Compare RLCAX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.