ABYSX vs. CSMIX
Compare and contrast key facts about AB Discovery Value Fund (ABYSX) and Columbia Small Cap Value Fund I (CSMIX).
ABYSX is managed by AllianceBernstein. It was launched on Mar 29, 2001. CSMIX is managed by Columbia Threadneedle. It was launched on Jul 25, 1986.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: ABYSX or CSMIX.
Correlation
The correlation between ABYSX and CSMIX is 0.94, which is considered to be high. That indicates a strong positive relationship between their price movements. Having highly-correlated positions in a portfolio may signal a lack of diversification, potentially leading to increased risk during market downturns.
Performance
ABYSX vs. CSMIX - Performance Comparison
Key characteristics
ABYSX:
-0.05
CSMIX:
0.16
ABYSX:
0.07
CSMIX:
0.37
ABYSX:
1.01
CSMIX:
1.05
ABYSX:
-0.05
CSMIX:
0.14
ABYSX:
-0.27
CSMIX:
0.72
ABYSX:
4.27%
CSMIX:
4.66%
ABYSX:
21.39%
CSMIX:
20.43%
ABYSX:
-63.26%
CSMIX:
-63.25%
ABYSX:
-23.46%
CSMIX:
-17.63%
Returns By Period
In the year-to-date period, ABYSX achieves a -3.02% return, which is significantly lower than CSMIX's 0.51% return. Over the past 10 years, ABYSX has outperformed CSMIX with an annualized return of 1.02%, while CSMIX has yielded a comparatively lower 0.46% annualized return.
ABYSX
-3.02%
-14.73%
-5.45%
-2.71%
1.77%
1.02%
CSMIX
0.51%
-4.74%
2.77%
1.53%
3.60%
0.46%
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ABYSX vs. CSMIX - Expense Ratio Comparison
ABYSX has a 0.83% expense ratio, which is lower than CSMIX's 1.26% expense ratio.
Risk-Adjusted Performance
ABYSX vs. CSMIX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for AB Discovery Value Fund (ABYSX) and Columbia Small Cap Value Fund I (CSMIX). Risk-adjusted metrics are performance indicators that assess an investment's returns in relation to its risk, enabling a more accurate comparison of different investment options.
Dividends
ABYSX vs. CSMIX - Dividend Comparison
Neither ABYSX nor CSMIX has paid dividends to shareholders.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
ABYSX AB Discovery Value Fund | 0.00% | 0.70% | 1.26% | 1.08% | 0.77% | 0.99% | 0.68% | 0.42% | 0.39% | 0.29% | 0.83% | 0.49% |
CSMIX Columbia Small Cap Value Fund I | 0.00% | 0.56% | 0.35% | 0.16% | 0.42% | 0.46% | 0.41% | 0.01% | 0.37% | 0.34% | 0.42% | 0.63% |
Drawdowns
ABYSX vs. CSMIX - Drawdown Comparison
The maximum ABYSX drawdown since its inception was -63.26%, roughly equal to the maximum CSMIX drawdown of -63.25%. Use the drawdown chart below to compare losses from any high point for ABYSX and CSMIX. For additional features, visit the drawdowns tool.
Volatility
ABYSX vs. CSMIX - Volatility Comparison
AB Discovery Value Fund (ABYSX) has a higher volatility of 13.95% compared to Columbia Small Cap Value Fund I (CSMIX) at 6.67%. This indicates that ABYSX's price experiences larger fluctuations and is considered to be riskier than CSMIX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.