CAIEX vs. FDFIX
Compare and contrast key facts about Columbia Adaptive Retirement 2035 Fund (CAIEX) and Fidelity Flex 500 Index Fund (FDFIX).
CAIEX is managed by Columbia. It was launched on Apr 3, 2018. FDFIX is managed by Fidelity. It was launched on Mar 9, 2017.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: CAIEX or FDFIX.
Correlation
The correlation between CAIEX and FDFIX is 0.74, 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
CAIEX vs. FDFIX - Performance Comparison
Key characteristics
Returns By Period
CAIEX
N/A
N/A
N/A
N/A
N/A
N/A
FDFIX
4.62%
2.58%
10.00%
25.17%
14.80%
N/A
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CAIEX vs. FDFIX - Expense Ratio Comparison
CAIEX has a 0.39% expense ratio, which is higher than FDFIX's 0.00% expense ratio.
Risk-Adjusted Performance
CAIEX vs. FDFIX — Risk-Adjusted Performance Rank
CAIEX
FDFIX
CAIEX vs. FDFIX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Columbia Adaptive Retirement 2035 Fund (CAIEX) and Fidelity Flex 500 Index Fund (FDFIX). 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
CAIEX vs. FDFIX - Dividend Comparison
CAIEX has not paid dividends to shareholders, while FDFIX's dividend yield for the trailing twelve months is around 1.20%.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|
CAIEX Columbia Adaptive Retirement 2035 Fund | 0.00% | 0.00% | 101.32% | 12.13% | 11.68% | 4.04% | 5.44% | 4.86% | 0.00% |
FDFIX Fidelity Flex 500 Index Fund | 1.20% | 1.26% | 1.48% | 1.70% | 1.18% | 1.52% | 1.78% | 1.81% | 0.85% |
Drawdowns
CAIEX vs. FDFIX - Drawdown Comparison
Volatility
CAIEX vs. FDFIX - Volatility Comparison
The current volatility for Columbia Adaptive Retirement 2035 Fund (CAIEX) is 0.00%, while Fidelity Flex 500 Index Fund (FDFIX) has a volatility of 3.08%. This indicates that CAIEX experiences smaller price fluctuations and is considered to be less risky than FDFIX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.