RDCCX

Active

Columbia Disciplined Value Fund

Category: US Equity (9,528 funds)

Expense Ratio
1.03%
Annual Cost per $10K
$103.00
30-Year Fee Drag per $10K
$19,173
at 7% annual return
Fund Type
Mutual Fund
Active
Trailing 12-Month
+8.68%

Asset Allocation

US Equity
91%
Intl Equity
8%

Fee Comparison

RDCCX
1.03%
US Equity average
1.06%
US Equity cheapest
0.00%
Index benchmark
0.03%

3% cheaper than category average

Historical Returns

Monthly total returns (dividends reinvested) from SEC N-PORT filings · As of October 2025 · Updated quarterly

+46.99%3Y
Compare to

Fee Impact Calculator

$
%
RDCCX at 1.03%$284,746
At index rates (0.03%)$377,424
Zero fees (theoretical)$380,613
Total fee drag$95,866
Cost vs index fund−$92,678

Similar Funds (100)

Ranked by allocation similarity weighted by fund size · Returns (dividends reinvested) from SEC N-PORT filings · As of October 2025

TickerNameER
RDCCXColumbia Disciplined Value Fund1.03%
FBCCXFidelity Blue Chip Growth Fund0.97%
FCNKXFidelity Contrafund0.56%
JLGMXJPMorgan Large Cap Growth Fund0.94%
CDIRXColumbia Dividend Income Fund1.15%
JMUEXJPMorgan U.S. Equity Fund0.94%
OIEFXJPMorgan Equity Income Fund0.95%
MEIAXMFS Value Fund0.79%
FOCKXFidelity OTC Portfolio1.05%
PABGXT. Rowe Price Blue Chip Growth Fund, Inc.0.95%
VAFAXInvesco American Franchise Fund0.93%
FMAEXFidelity Magellan Fund0.62%
MFEJXMFS Growth Fund0.58%
TRSAXT. Rowe Price Growth Stock Fund, Inc.0.91%
FAGAXFidelity Advisor Growth Opportunities Fund0.74%
GETGXVictory Sycamore Established Value Fund0.89%
HRCAXHarbor Capital Appreciation Fund0.92%
CCIFXColumbia Seligman Technology and Information Fund0.91%
TRQZXT. Rowe Price Mid-Cap Growth Fund, Inc.0.61%
JVMAXDisciplined Value Mid Cap Fund0.74%
PRDGXT. Rowe Price Dividend Growth Fund, Inc.0.64%
FDYZXFranklin Dynatech Fund0.57%
TRZAXT. Rowe Price Value Fund, Inc.0.56%
FLCNXFidelity Contrafund K60.45%
FRISXFranklin Rising Dividends Fund0.52%
PBCJXBlue Chip Fund0.92%
HDGFXTHE HARTFORD DIVIDEND AND GROWTH FUND0.63%
DAGVXBNY Mellon Dynamic Value Fund0.93%
SHISXBlackRock Health Sciences Opportunities Portfolio1.15%
JGACXJPMorgan Growth Advantage Fund0.99%
JHQAXJPMorgan Hedged Equity Fund0.82%
UBVAXUndiscovered Managers Behavioral Value Fund1.24%
OAKMXOakmark Fund0.91%
PNAIXT. Rowe Price All-Cap Opportunities Fund0.66%
FNIAXFidelity Advisor New Insights Fund0.90%
FKGRXFranklin Growth Fund0.79%
RCLIXT. Rowe Price U.S. Large-Cap Core Fund, Inc.0.57%
LSITXClearBridge Large Cap Growth Fund0.64%
BARUXBARON ASSET FUND1.04%
PGORXPutnam Large Cap Growth Fund0.93%
BSCUXBARON SMALL CAP FUND1.05%
MRERXMFS Core Equity Fund0.88%
REIPXT. Rowe Price Equity Income Fund0.56%
LMPFXClearBridge Growth Fund1.13%
BMGAXBlackRock Mid-Cap Growth Equity Portfolio0.71%
RTMTXTax-Managed U.S. Large Cap Fund0.81%
XFBRXVIP Mid Cap Portfolio0.82%
MLRSXNYLI Winslow Large Cap Growth Fund0.62%
MEFAXMassMutual Mid Cap Growth Fund1.11%
EPGAXFidelity Advisor Equity Growth Fund0.92%
TRZVXT. Rowe Price Small-Cap Value Fund, Inc.0.64%
SHAPXClearBridge Appreciation Fund0.91%
HCAFXTHE HARTFORD CAPITAL APPRECIATION FUND0.70%
BAWAXBrown Advisory Sustainable Growth Fund0.60%
JGAQXJPMorgan Value Advantage Fund0.99%
MFRFXMFS Research Fund0.77%
DDFIXInvesco Diversified Dividend Fund1.07%
JMGFXJPMorgan Mid Cap Growth Fund1.09%
POLRXPolen Growth Fund1.22%
GOGFXVictory Sycamore Small Company Opportunity Fund1.23%
QVG2QVIP Growth Portfolio0.66%
HGOFXTHE HARTFORD GROWTH OPPORTUNITIES FUND0.73%
TSNIXT. Rowe Price Science & Technology Fund, Inc.0.67%
ESPAXAllspring Special Small Cap Value Fund1.17%
ILGRXMacquarie Large Cap Growth Fund0.89%
HFMVXTHE HARTFORD MIDCAP FUND0.73%
PLVJXLargeCap Value Fund III0.94%
JGAVXJPMorgan U.S. Value Fund0.94%
DLCZXDestinations Large Cap Equity Fund0.81%
PARMXParnassus Mid Cap Fund0.95%
CSIEXCalvert Equity Fund0.90%
CSMUXCarillon Scout Mid Cap Fund0.85%
CZMVXMulti-Manager Value Strategies Fund$1M min0.69%
JLCNXFundamental Large Cap Core Fund0.65%
TQAIXT. Rowe Price Integrated U.S. Small-Cap Growth Equity Fund0.65%
JSECXJPMorgan Small Cap Equity Fund1.24%
FMILXFidelity New Millennium Fund0.76%
MXMGXEmpower T. Rowe Price Mid Cap Growth Fund1.02%
JCMAXJPMorgan Mid Cap Equity Fund1.09%
LGLOXLord Abbett Growth Leaders Fund0.59%
LMOIXClearBridge Small Cap Growth Fund0.78%
CSGAXColumbia Seligman Global Technology Fund1.00%
JHDAXJPMorgan Hedged Equity 2 Fund0.85%
ASMMXInvesco Summit Fund1.23%
BDFUXBARON DISCOVERY FUND1.05%
PMEGXT. Rowe Price Institutional Mid-Cap Equity Growth Fund$1M min0.61%
MPGFXMairs & Power Growth Fund0.62%
SVFIXSmead Value Fund0.90%
AQEAXColumbia Disciplined Core Fund0.94%
FKUTXFranklin Utilities Fund0.71%
CHFTXInvesco Charter Fund0.68%
TIRTXNuveen Large Cap Growth Fund0.74%
AGRCXAB Growth Fund1.10%
UGLSXU.S. Global Leaders Growth Fund0.77%
BASAXBrown Advisory Small-Cap Growth Fund0.96%
FDSVXFidelity Growth Discovery Fund0.62%
LAFPXLORD ABBETT AFFILIATED FUND INC0.89%
ACILXHeritage Fund0.65%
WGROXWasatch Core Growth Fund1.17%
SGRAXAllspring Growth Fund1.15%
AASRXAmerican Beacon Small Cap Value Fund0.77%

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