CDDYX vs. FLCSX
Compare and contrast key facts about Columbia Dividend Income Fund Institutional 3 Class (CDDYX) and Fidelity Large Cap Stock Fund (FLCSX).
CDDYX is managed by Columbia. It was launched on Nov 8, 2012. FLCSX is managed by Fidelity. It was launched on Jun 22, 1995.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: CDDYX or FLCSX.
Correlation
The correlation between CDDYX and FLCSX is 0.88, 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
CDDYX vs. FLCSX - Performance Comparison
Key characteristics
CDDYX:
1.17
FLCSX:
1.66
CDDYX:
1.58
FLCSX:
2.24
CDDYX:
1.22
FLCSX:
1.31
CDDYX:
1.35
FLCSX:
2.64
CDDYX:
4.02
FLCSX:
10.51
CDDYX:
3.08%
FLCSX:
2.00%
CDDYX:
10.57%
FLCSX:
12.73%
CDDYX:
-32.77%
FLCSX:
-65.69%
CDDYX:
-4.10%
FLCSX:
-3.07%
Returns By Period
In the year-to-date period, CDDYX achieves a 4.71% return, which is significantly higher than FLCSX's 3.21% return. Over the past 10 years, CDDYX has underperformed FLCSX with an annualized return of 8.30%, while FLCSX has yielded a comparatively higher 8.89% annualized return.
CDDYX
4.71%
1.29%
1.89%
10.60%
8.95%
8.30%
FLCSX
3.21%
-2.00%
7.23%
18.83%
12.41%
8.89%
Compare stocks, funds, or ETFs
Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.
CDDYX vs. FLCSX - Expense Ratio Comparison
CDDYX has a 0.55% expense ratio, which is higher than FLCSX's 0.54% expense ratio.
Risk-Adjusted Performance
CDDYX vs. FLCSX — Risk-Adjusted Performance Rank
CDDYX
FLCSX
CDDYX vs. FLCSX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Columbia Dividend Income Fund Institutional 3 Class (CDDYX) and Fidelity Large Cap Stock Fund (FLCSX). 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
CDDYX vs. FLCSX - Dividend Comparison
CDDYX's dividend yield for the trailing twelve months is around 1.80%, more than FLCSX's 0.81% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
CDDYX Columbia Dividend Income Fund Institutional 3 Class | 1.80% | 1.89% | 2.01% | 2.00% | 1.54% | 1.82% | 1.92% | 2.32% | 1.88% | 2.08% | 3.08% | 2.41% |
FLCSX Fidelity Large Cap Stock Fund | 0.81% | 0.84% | 1.07% | 1.28% | 1.83% | 1.84% | 1.85% | 2.07% | 1.14% | 1.40% | 6.15% | 0.94% |
Drawdowns
CDDYX vs. FLCSX - Drawdown Comparison
The maximum CDDYX drawdown since its inception was -32.77%, smaller than the maximum FLCSX drawdown of -65.69%. Use the drawdown chart below to compare losses from any high point for CDDYX and FLCSX. For additional features, visit the drawdowns tool.
Volatility
CDDYX vs. FLCSX - Volatility Comparison
The current volatility for Columbia Dividend Income Fund Institutional 3 Class (CDDYX) is 2.44%, while Fidelity Large Cap Stock Fund (FLCSX) has a volatility of 4.09%. This indicates that CDDYX experiences smaller price fluctuations and is considered to be less risky than FLCSX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.