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 a closer substitute for your current allocation.
Cheapest Alternatives to RLCAX
RLCAX charges 1.04% annually. There are 252 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 | RLCAX vs FBLEX | |
| Vanguard Value Index Fund Institutional Shares | 0.03% | — | Jul 1998 | RLCAX vs VIVIX | |
| Fidelity Large Cap Value Index Fund | 0.04% | 13.00B | Jun 2016 | RLCAX vs FLCOX | |
| Schwab U.S. Large-Cap Value Index Fund | 0.04% | — | Dec 2017 | RLCAX vs SWLVX | |
| Vanguard Value Index Fund Admiral Shares | 0.05% | 245.00B | Nov 2000 | RLCAX vs VVIAX |
Best Risk-Adjusted Alternatives to RLCAX
RLCAX has a PortfoliosLab risk / return rank of 94. There are 17 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 | RLCAX vs FGIPX | |
| Delaware Growth and Income Fund | 97 | — | Oct 1993 | RLCAX vs FGINX | |
| BlackRock Advantage Large Cap Value Fund | 96 | — | Dec 1999 | RLCAX vs MALVX | |
| Avantis U.S. Large Cap Value Fund Institutional Cl... | 96 | — | Jun 2022 | RLCAX vs AVLVX | |
| PIMCO RAE US Fund | 96 | — | Jun 2015 | RLCAX vs PKAIX |
Top Performing RLCAX Alternatives (YTD)
RLCAX is at 20.44% YTD. There are 13 mutual funds in the Large Cap Value Equities category with higher YTD returns, going as high as 26.69%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| PIMCO RAE US Fund | 26.69% | — | Jun 2015 | RLCAX vs PKAIX | |
| Voya Corporate Leaders Trust Fund | 25.66% | — | Nov 1935 | RLCAX vs LEXCX | |
| Avantis U.S. Large Cap Value Fund Institutional Cl... | 24.02% | — | Jun 2022 | RLCAX vs AVLVX | |
| PIMCO RAE PLUS Fund | 22.46% | — | Jun 2005 | RLCAX vs PXTIX | |
| Virtus NFJ Dividend Value Fund | 22.28% | — | May 2000 | RLCAX vs NFJEX |
Lowest Volatility Alternatives to RLCAX
RLCAX has 11.33% 1-year volatility. There are 162 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 | RLCAX vs SHXPX | |
| Advisors Capital Tactical Fixed Income Fund | 3.63% | — | Feb 2021 | RLCAX vs ACTIX | |
| The Income Fund of America Class R-1 | 7.36% | — | Dec 1973 | RLCAX vs RIDAX | |
| Fidelity Advisor Large Cap Fund Class M | 7.49% | — | Feb 1996 | RLCAX vs FALGX | |
| American Century Equity Income Fund | 8.54% | 6.45B | Aug 1994 | RLCAX vs TWEIX |
Lowest Drawdown Alternatives to RLCAX
RLCAX has a 1-year max drawdown of -6.30%. There are 49 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 | RLCAX vs ACTIX | |
| Hennessy Cornerstone Value Fund | -3.77% | — | Nov 1996 | RLCAX vs HFCVX | |
| Buffalo Flexible Income Fund | -4.45% | — | Aug 1994 | RLCAX vs BUFBX | |
| Torray Fund | -4.50% | — | Dec 1990 | RLCAX vs TORYX | |
| Federated Hermes Strategic Value Dividend Fund | -4.66% | — | Mar 2005 | RLCAX 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 | 94 | 49.58% | — | Jun 1983 | RLCAX vs SLMCX | |
| Columbia Dividend Income Fund | Large Cap Value Equities | 89 | 11.64% | — | Mar 1998 | RLCAX vs GSFTX | |
| Columbia Dividend Income Fund Institutional 3 Clas... | Large Cap Value Equities, Dividend | 89 | 11.73% | — | Nov 2012 | RLCAX vs CDDYX | |
| Columbia Dividend Income Fund Class A | Large Cap Value Equities | 88 | 11.51% | — | Nov 2002 | RLCAX vs LBSAX | |
| Columbia Seligman Global Technology Fund | Technology Equities | 94 | 48.54% | — | May 1994 | RLCAX vs SHGTX | |
| Columbia Global Technology Growth Fund Class A | Technology Equities, Large Cap Growth Equities | 54 | 24.54% | — | Nov 2000 | RLCAX vs CTCAX | |
| Columbia Global Technology Growth Fund | Technology Equities | 55 | 24.70% | — | Nov 2000 | RLCAX vs CMTFX | |
| Columbia Contrarian Core Fund | Large Cap Blend Equities | 51 | 10.85% | — | Dec 1992 | RLCAX vs SMGIX | |
| Columbia Balanced Fund | Diversified Portfolio | 57 | 7.02% | — | Sep 1991 | RLCAX vs CBALX | |
| Columbia Overseas Value Fund | Foreign Large Cap Equities | 51 | 7.42% | — | Mar 2008 | RLCAX vs COSZX |
Often Compared With RLCAX
Investors most often compare RLCAX with MEIAX, TILVX, ACIIX. These 20 comparison targets span 3 categories, based on PortfoliosLab usage data.
Compare RLCAX with Any Fund or Stock
Compare RLCAX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.
Pair RLCAX with funds that move differently
Columbia Disciplined Value Fund alternatives help with substitution. Diversifiers are the next step when you want funds with lower historical correlation to RLCAX.
Explore RLCAX Diversifiers