CLMVX vs. MTGDX
Compare and contrast key facts about Columbia Mortgage Opportunities Fund (CLMVX) and Morgan Stanley Mortgage Securities Trust (MTGDX).
CLMVX is managed by Columbia. It was launched on Apr 29, 2014. MTGDX is managed by Morgan Stanley. It was launched on Jul 28, 1997.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: CLMVX or MTGDX.
Correlation
The correlation between CLMVX and MTGDX is -0.40. This indicates that the assets' prices tend to move in opposite directions. Negative correlation can be particularly beneficial for diversification and risk management, as one asset may offset the losses of the other during market fluctuations.
Performance
CLMVX vs. MTGDX - Performance Comparison
Loading data...
Key characteristics
CLMVX:
6.59%
MTGDX:
5.36%
CLMVX:
-0.60%
MTGDX:
-0.51%
CLMVX:
-0.48%
MTGDX:
-0.51%
Returns By Period
CLMVX
N/A
N/A
N/A
N/A
N/A
N/A
MTGDX
N/A
N/A
N/A
N/A
N/A
N/A
Compare stocks, funds, or ETFs
Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.
CLMVX vs. MTGDX - Expense Ratio Comparison
CLMVX has a 0.70% expense ratio, which is lower than MTGDX's 0.72% expense ratio.
Risk-Adjusted Performance
CLMVX vs. MTGDX — Risk-Adjusted Performance Rank
CLMVX
MTGDX
CLMVX vs. MTGDX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Columbia Mortgage Opportunities Fund (CLMVX) and Morgan Stanley Mortgage Securities Trust (MTGDX). 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.
Loading data...
Dividends
CLMVX vs. MTGDX - Dividend Comparison
CLMVX's dividend yield for the trailing twelve months is around 6.13%, less than MTGDX's 6.79% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
CLMVX Columbia Mortgage Opportunities Fund | 6.13% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
MTGDX Morgan Stanley Mortgage Securities Trust | 6.79% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
Drawdowns
CLMVX vs. MTGDX - Drawdown Comparison
The maximum CLMVX drawdown since its inception was -0.60%, which is greater than MTGDX's maximum drawdown of -0.51%. Use the drawdown chart below to compare losses from any high point for CLMVX and MTGDX. For additional features, visit the drawdowns tool.
Loading data...
Volatility
CLMVX vs. MTGDX - Volatility Comparison
Loading data...