CDDRX vs. HDCTX
Compare and contrast key facts about Columbia Dividend Income Fund Class R5 (CDDRX) and Rational Equity Armor Fund (HDCTX).
CDDRX is an actively managed fund by Columbia. It was launched on May 31, 2013. HDCTX is managed by Rational Funds. It was launched on Feb 28, 2001.
Performance
CDDRX vs. HDCTX - Performance Comparison
Loading graphics...
CDDRX vs. HDCTX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
CDDRX Columbia Dividend Income Fund Class R5 | 3.41% | 15.93% | 15.07% | 10.61% | -4.89% | 26.32% | 7.87% | 28.62% | -4.32% | 20.28% |
HDCTX Rational Equity Armor Fund | -0.99% | 12.64% | 16.85% | 2.95% | -10.68% | 14.52% | 15.85% | 11.32% | -11.94% | -1.99% |
Returns By Period
In the year-to-date period, CDDRX achieves a 3.41% return, which is significantly higher than HDCTX's -0.99% return. Over the past 10 years, CDDRX has outperformed HDCTX with an annualized return of 12.27%, while HDCTX has yielded a comparatively lower 4.50% annualized return.
CDDRX
- 1D
- 0.13%
- 1M
- -2.86%
- YTD
- 3.41%
- 6M
- 6.45%
- 1Y
- 16.59%
- 3Y*
- 15.18%
- 5Y*
- 10.77%
- 10Y*
- 12.27%
HDCTX
- 1D
- 0.38%
- 1M
- -2.26%
- YTD
- -0.99%
- 6M
- -1.54%
- 1Y
- 12.71%
- 3Y*
- 11.18%
- 5Y*
- 5.24%
- 10Y*
- 4.50%
Compare stocks, funds, or ETFs
Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.
CDDRX vs. HDCTX - Expense Ratio Comparison
CDDRX has a 1.15% expense ratio, which is lower than HDCTX's 1.17% expense ratio.
Return for Risk
CDDRX vs. HDCTX — Risk / Return Rank
CDDRX
HDCTX
CDDRX vs. HDCTX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Columbia Dividend Income Fund Class R5 (CDDRX) and Rational Equity Armor Fund (HDCTX). 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.
| CDDRX | HDCTX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 1.26 | 1.21 | +0.05 |
Sortino ratioReturn per unit of downside risk | 1.78 | 1.75 | +0.03 |
Omega ratioGain probability vs. loss probability | 1.28 | 1.23 | +0.04 |
Calmar ratioReturn relative to maximum drawdown | 1.65 | 1.97 | -0.31 |
Martin ratioReturn relative to average drawdown | 7.61 | 5.23 | +2.39 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
Loading graphics...
Sharpe Ratios by Period
| CDDRX | HDCTX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.26 | 1.21 | +0.05 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.81 | 0.50 | +0.31 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.78 | 0.39 | +0.39 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.86 | 0.37 | +0.49 |
Correlation
The correlation between CDDRX and HDCTX is 0.77, 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.
Dividends
CDDRX vs. HDCTX - Dividend Comparison
CDDRX's dividend yield for the trailing twelve months is around 5.16%, more than HDCTX's 0.12% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
CDDRX Columbia Dividend Income Fund Class R5 | 5.16% | 5.29% | 5.96% | 4.92% | 3.86% | 2.89% | 1.78% | 3.20% | 7.61% | 4.01% | 3.81% | 8.31% |
HDCTX Rational Equity Armor Fund | 0.12% | 0.00% | 0.00% | 0.17% | 0.78% | 1.21% | 1.10% | 5.37% | 7.86% | 5.60% | 3.28% | 15.32% |
Drawdowns
CDDRX vs. HDCTX - Drawdown Comparison
The maximum CDDRX drawdown since its inception was -32.80%, smaller than the maximum HDCTX drawdown of -59.05%. Use the drawdown chart below to compare losses from any high point for CDDRX and HDCTX.
Loading graphics...
Drawdown Indicators
| CDDRX | HDCTX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -32.80% | -59.05% | +26.25% |
Max Drawdown (1Y)Largest decline over 1 year | -7.06% | -6.95% | -0.11% |
Max Drawdown (5Y)Largest decline over 5 years | -16.94% | -18.22% | +1.28% |
Max Drawdown (10Y)Largest decline over 10 years | -32.80% | -19.43% | -13.37% |
Current DrawdownCurrent decline from peak | -3.82% | -5.71% | +1.89% |
Average DrawdownAverage peak-to-trough decline | -2.80% | -6.45% | +3.65% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 2.21% | 2.62% | -0.41% |
Volatility
CDDRX vs. HDCTX - Volatility Comparison
Columbia Dividend Income Fund Class R5 (CDDRX) has a higher volatility of 3.38% compared to Rational Equity Armor Fund (HDCTX) at 2.19%. This indicates that CDDRX's price experiences larger fluctuations and is considered to be riskier than HDCTX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
Loading graphics...
Volatility by Period
| CDDRX | HDCTX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 3.38% | 2.19% | +1.19% |
Volatility (6M)Calculated over the trailing 6-month period | 6.98% | 6.30% | +0.68% |
Volatility (1Y)Calculated over the trailing 1-year period | 13.64% | 11.06% | +2.58% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 13.30% | 10.49% | +2.81% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 15.69% | 11.44% | +4.25% |