Columbia Select Large Cap Value Fund Institutional Class 2 (SLVIX) 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 SLVIX. Use the tables to find lower-cost options, better risk-adjusted returns, or a closer substitute for your current allocation.
Cheapest Alternatives to SLVIX
SLVIX charges 0.53% annually. There are 55 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 | SLVIX vs FBLEX | |
| Vanguard Value Index Fund Institutional Shares | 0.03% | — | Jul 1998 | SLVIX vs VIVIX | |
| Fidelity Large Cap Value Index Fund | 0.04% | 13.00B | Jun 2016 | SLVIX vs FLCOX | |
| Schwab U.S. Large-Cap Value Index Fund | 0.04% | — | Dec 2017 | SLVIX vs SWLVX | |
| Vanguard Value Index Fund Admiral Shares | 0.05% | 245.00B | Nov 2000 | SLVIX vs VVIAX |
Best Risk-Adjusted Alternatives to SLVIX
SLVIX has a PortfoliosLab risk / return rank of 93. There are 26 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 | SLVIX vs FGIPX | |
| Delaware Growth and Income Fund | 97 | — | Oct 1993 | SLVIX vs FGINX | |
| BlackRock Advantage Large Cap Value Fund | 96 | — | Dec 1999 | SLVIX vs MALVX | |
| Avantis U.S. Large Cap Value Fund Institutional Cl... | 96 | — | Jun 2022 | SLVIX vs AVLVX | |
| PIMCO RAE US Fund | 96 | — | Jun 2015 | SLVIX vs PKAIX |
Top Performing SLVIX Alternatives (YTD)
SLVIX is at 15.70% YTD. There are 73 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 | SLVIX vs PKAIX | |
| Voya Corporate Leaders Trust Fund | 25.66% | — | Nov 1935 | SLVIX vs LEXCX | |
| Avantis U.S. Large Cap Value Fund Institutional Cl... | 24.02% | — | Jun 2022 | SLVIX vs AVLVX | |
| PIMCO RAE PLUS Fund | 22.46% | — | Jun 2005 | SLVIX vs PXTIX | |
| Virtus NFJ Dividend Value Fund | 22.28% | — | May 2000 | SLVIX vs NFJEX |
Lowest Volatility Alternatives to SLVIX
SLVIX has 12.26% 1-year volatility. There are 230 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 | SLVIX vs SHXPX | |
| Advisors Capital Tactical Fixed Income Fund | 3.63% | — | Feb 2021 | SLVIX vs ACTIX | |
| The Income Fund of America Class R-1 | 7.36% | — | Dec 1973 | SLVIX vs RIDAX | |
| Fidelity Advisor Large Cap Fund Class M | 7.49% | — | Feb 1996 | SLVIX vs FALGX | |
| American Century Equity Income Fund | 8.54% | 6.45B | Aug 1994 | SLVIX vs TWEIX |
Lowest Drawdown Alternatives to SLVIX
SLVIX has a 1-year max drawdown of -9.00%. There are 262 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 | SLVIX vs ACTIX | |
| Hennessy Cornerstone Value Fund | -3.77% | — | Nov 1996 | SLVIX vs HFCVX | |
| Buffalo Flexible Income Fund | -4.45% | — | Aug 1994 | SLVIX vs BUFBX | |
| Torray Fund | -4.50% | — | Dec 1990 | SLVIX vs TORYX | |
| Federated Hermes Strategic Value Dividend Fund | -4.66% | — | Mar 2005 | SLVIX 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 | SLVIX vs SLMCX | |
| Columbia Dividend Income Fund | Large Cap Value Equities | 89 | 11.64% | — | Mar 1998 | SLVIX vs GSFTX | |
| Columbia Dividend Income Fund Institutional 3 Clas... | Large Cap Value Equities, Dividend | 89 | 11.73% | — | Nov 2012 | SLVIX vs CDDYX | |
| Columbia Dividend Income Fund Class A | Large Cap Value Equities | 88 | 11.51% | — | Nov 2002 | SLVIX vs LBSAX | |
| Columbia Seligman Global Technology Fund | Technology Equities | 94 | 48.54% | — | May 1994 | SLVIX vs SHGTX | |
| Columbia Global Technology Growth Fund Class A | Technology Equities, Large Cap Growth Equities | 54 | 24.54% | — | Nov 2000 | SLVIX vs CTCAX | |
| Columbia Global Technology Growth Fund | Technology Equities | 55 | 24.70% | — | Nov 2000 | SLVIX vs CMTFX | |
| Columbia Contrarian Core Fund | Large Cap Blend Equities | 51 | 10.85% | — | Dec 1992 | SLVIX vs SMGIX | |
| Columbia Balanced Fund | Diversified Portfolio | 57 | 7.02% | — | Sep 1991 | SLVIX vs CBALX | |
| Columbia Overseas Value Fund | Foreign Large Cap Equities | 51 | 7.42% | — | Mar 2008 | SLVIX vs COSZX |
Often Compared With SLVIX
Investors most often compare SLVIX with VIHAX, VALAX, DDVCX. These 20 comparison targets span 4 categories, based on PortfoliosLab usage data.
Compare SLVIX with Any Fund or Stock
Compare SLVIX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.
Pair SLVIX with funds that move differently
Columbia Select Large Cap Value Fund Institutional Class 2 alternatives help with substitution. Diversifiers are the next step when you want funds with lower historical correlation to SLVIX.
Explore SLVIX Diversifiers