AGRFX vs. GSFTX
Compare and contrast key facts about AB Growth Fund (AGRFX) and Columbia Dividend Income Fund (GSFTX).
AGRFX is managed by AllianceBernstein. It was launched on Sep 4, 1990. GSFTX is managed by Columbia Threadneedle. It was launched on Mar 4, 1998.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: AGRFX or GSFTX.
Correlation
The correlation between AGRFX and GSFTX is 0.82, 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
AGRFX vs. GSFTX - Performance Comparison
Key characteristics
AGRFX:
0.31
GSFTX:
1.23
AGRFX:
0.51
GSFTX:
1.64
AGRFX:
1.10
GSFTX:
1.23
AGRFX:
0.37
GSFTX:
1.42
AGRFX:
1.02
GSFTX:
4.44
AGRFX:
7.62%
GSFTX:
2.96%
AGRFX:
24.91%
GSFTX:
10.69%
AGRFX:
-61.88%
GSFTX:
-48.23%
AGRFX:
-17.25%
GSFTX:
-4.43%
Returns By Period
The year-to-date returns for both investments are quite close, with AGRFX having a 4.36% return and GSFTX slightly higher at 4.48%. Over the past 10 years, AGRFX has underperformed GSFTX with an annualized return of 6.78%, while GSFTX has yielded a comparatively higher 8.51% annualized return.
AGRFX
4.36%
4.36%
-0.81%
9.77%
7.30%
6.78%
GSFTX
4.48%
4.48%
4.39%
13.89%
9.34%
8.51%
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AGRFX vs. GSFTX - Expense Ratio Comparison
AGRFX has a 1.12% expense ratio, which is higher than GSFTX's 0.66% expense ratio.
Risk-Adjusted Performance
AGRFX vs. GSFTX — Risk-Adjusted Performance Rank
AGRFX
GSFTX
AGRFX vs. GSFTX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for AB Growth Fund (AGRFX) and Columbia Dividend Income Fund (GSFTX). 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
AGRFX vs. GSFTX - Dividend Comparison
AGRFX has not paid dividends to shareholders, while GSFTX's dividend yield for the trailing twelve months is around 1.75%.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
AGRFX AB Growth Fund | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
GSFTX Columbia Dividend Income Fund | 1.75% | 1.82% | 1.95% | 1.93% | 1.46% | 1.74% | 1.82% | 2.22% | 1.78% | 1.94% | 2.92% | 2.26% |
Drawdowns
AGRFX vs. GSFTX - Drawdown Comparison
The maximum AGRFX drawdown since its inception was -61.88%, which is greater than GSFTX's maximum drawdown of -48.23%. Use the drawdown chart below to compare losses from any high point for AGRFX and GSFTX. For additional features, visit the drawdowns tool.
Volatility
AGRFX vs. GSFTX - Volatility Comparison
AB Growth Fund (AGRFX) has a higher volatility of 6.00% compared to Columbia Dividend Income Fund (GSFTX) at 3.06%. This indicates that AGRFX's price experiences larger fluctuations and is considered to be riskier than GSFTX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.