Correlation
The correlation between CDDYX and VFIAX is 0.92, 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.
CDDYX vs. VFIAX
Compare and contrast key facts about Columbia Dividend Income Fund Institutional 3 Class (CDDYX) and Vanguard 500 Index Fund Admiral Shares (VFIAX).
CDDYX is managed by Columbia. It was launched on Nov 8, 2012. VFIAX is managed by Vanguard. It was launched on Nov 13, 2000.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: CDDYX or VFIAX.
Performance
CDDYX vs. VFIAX - Performance Comparison
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Key characteristics
CDDYX:
0.88
VFIAX:
0.73
CDDYX:
1.22
VFIAX:
1.04
CDDYX:
1.17
VFIAX:
1.15
CDDYX:
0.91
VFIAX:
0.69
CDDYX:
3.52
VFIAX:
2.62
CDDYX:
3.36%
VFIAX:
4.93%
CDDYX:
14.56%
VFIAX:
19.77%
CDDYX:
-32.74%
VFIAX:
-55.20%
CDDYX:
-2.58%
VFIAX:
-3.43%
Returns By Period
In the year-to-date period, CDDYX achieves a 3.40% return, which is significantly higher than VFIAX's 1.04% return. Over the past 10 years, CDDYX has underperformed VFIAX with an annualized return of 11.13%, while VFIAX has yielded a comparatively higher 12.80% annualized return.
CDDYX
3.40%
3.98%
-1.51%
12.74%
9.79%
13.39%
11.13%
VFIAX
1.04%
6.29%
-1.37%
14.40%
14.36%
15.89%
12.80%
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CDDYX vs. VFIAX - Expense Ratio Comparison
CDDYX has a 0.55% expense ratio, which is higher than VFIAX's 0.04% expense ratio.
Risk-Adjusted Performance
CDDYX vs. VFIAX — Risk-Adjusted Performance Rank
CDDYX
VFIAX
CDDYX vs. VFIAX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Columbia Dividend Income Fund Institutional 3 Class (CDDYX) and Vanguard 500 Index Fund Admiral Shares (VFIAX). 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.
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Dividends
CDDYX vs. VFIAX - Dividend Comparison
CDDYX's dividend yield for the trailing twelve months is around 5.82%, more than VFIAX's 1.28% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
CDDYX Columbia Dividend Income Fund Institutional 3 Class | 5.82% | 5.99% | 4.96% | 3.90% | 2.93% | 1.82% | 2.97% | 7.65% | 4.54% | 4.38% | 8.35% | 8.68% |
VFIAX Vanguard 500 Index Fund Admiral Shares | 1.28% | 1.24% | 1.45% | 1.68% | 1.24% | 1.53% | 1.87% | 2.05% | 1.78% | 2.02% | 2.10% | 1.85% |
Drawdowns
CDDYX vs. VFIAX - Drawdown Comparison
The maximum CDDYX drawdown since its inception was -32.74%, smaller than the maximum VFIAX drawdown of -55.20%. Use the drawdown chart below to compare losses from any high point for CDDYX and VFIAX.
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Volatility
CDDYX vs. VFIAX - Volatility Comparison
The current volatility for Columbia Dividend Income Fund Institutional 3 Class (CDDYX) is 3.83%, while Vanguard 500 Index Fund Admiral Shares (VFIAX) has a volatility of 4.77%. This indicates that CDDYX experiences smaller price fluctuations and is considered to be less risky than VFIAX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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