CLSPX vs. FAMVX
CLSPX (Columbia Select Mid Cap Growth Fund) and FAMVX (FAM Value Fund) are both Mid Cap Growth Equities funds. Over the past 10 years, CLSPX returned 13.38%/yr vs 10.52%/yr for FAMVX. Their 0.78 correlation means they have sometimes moved together and sometimes differently. CLSPX charges 0.86%/yr vs 1.19%/yr for FAMVX.
Performance
CLSPX vs. FAMVX - Performance Comparison
Loading charts...
Returns By Period
In the year-to-date period, CLSPX achieves a 12.95% return, which is significantly higher than FAMVX's 8.68% return. Over the past 10 years, CLSPX has outperformed FAMVX with an annualized return of 13.38%, while FAMVX has yielded a comparatively lower 10.52% annualized return.
CLSPX
- 1D
- -0.68%
- 1M
- -5.51%
- 6M
- 10.11%
- YTD
- 12.95%
- 1Y
- 14.77%
- 3Y*
- 17.89%
- 5Y*
- 6.94%
- 10Y*
- 13.38%
- ALL TIME*
- 11.02%
FAMVX
- 1D
- -0.11%
- 1M
- 0.56%
- 6M
- 5.29%
- YTD
- 8.68%
- 1Y
- 11.90%
- 3Y*
- 11.91%
- 5Y*
- 7.07%
- 10Y*
- 10.52%
- ALL TIME*
- 9.82%
Liquidity Comparison
| Position | Avg. Volume Value (2W) | Avg. Volume Value (1M) | Avg. Volume Value (3M) |
|---|---|---|---|
| $0.00 | $0.00 | $0.00 | |
FAMVX FAM Value Fund | $0.00 | $0.00 | $0.00 |
CLSPX vs. FAMVX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
CLSPX Columbia Select Mid Cap Growth Fund | 12.95% | 15.16% | 23.97% | 25.25% | -31.25% | 16.39% | 35.43% | 35.25% | -5.22% | 22.86% |
FAMVX FAM Value Fund | 8.68% | 4.90% | 15.51% | 16.09% | -14.06% | 25.65% | 6.81% | 30.31% | -6.15% | 17.34% |
Correlation
The correlation between CLSPX and FAMVX is 0.56, which is moderate. They have sometimes moved together and sometimes differently, sharing some price drivers without tracking each other closely.
| Correlation | |
|---|---|
Correlation (1Y) Focuses on recent behavior, but can change the most. | 0.56 |
Correlation (3Y) Balances recent behavior with more history. | 0.67 |
Correlation (5Y) Shows whether the relationship held over a longer period. | 0.74 |
Correlation (10Y) Provides a long-term view across more market conditions. | 0.74 |
Correlation (All Time) Calculated using the full available price history since Jun 22, 1995 | 0.78 |
Over the past year, the correlation between CLSPX and FAMVX has dropped to 0.56 - well below their long-term average of 0.78, suggesting their price drivers have been diverging.
Compare stocks, funds, or ETFs
Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.
Return for Risk
CLSPX vs. FAMVX — Risk / Return Rank
CLSPX
FAMVX
CLSPX vs. FAMVX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Columbia Select Mid Cap Growth Fund (CLSPX) and FAM Value Fund (FAMVX). 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.
Values are calculated on a 1-year rolling basis and updated daily. Risk-adjusted metrics are more stable over longer periods — use the period switch above to explore them.
| CLSPX | FAMVX | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | -0.17 | ||
| Sortino ratioReturn per unit of downside risk | -0.23 | ||
| Omega ratioGain probability vs. loss probability | 1.11 | 1.13 | -0.02 |
| Calmar ratioReturn relative to maximum drawdown | 0.96 | 1.08 | -0.13 |
| Martin ratioReturn relative to average drawdown | 3.04 | 3.30 | -0.26 |
Loading charts...
Drawdowns
CLSPX vs. FAMVX - Drawdown Comparison
The maximum CLSPX drawdown since its inception was -68.54%, which is greater than FAMVX's maximum drawdown of -51.12%. Use the drawdown chart below to compare losses from any high point for CLSPX and FAMVX.
Loading charts...
Drawdown Indicators
| CLSPX | FAMVX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -68.54% | -51.12% | -17.42% |
Max Drawdown (1Y)Largest decline over 1 year | -13.64% | -9.47% | -4.17% |
Max Drawdown (3Y)Largest decline over 3 years | -27.36% | -16.74% | -10.62% |
Max Drawdown (5Y)Largest decline over 5 years | -43.35% | -22.77% | -20.58% |
Max Drawdown (10Y)Largest decline over 10 years | -43.35% | -37.73% | -5.62% |
Current DrawdownCurrent decline from peak | -7.88% | -1.11% | -6.77% |
Average DrawdownAverage peak-to-trough decline | -16.19% | -6.40% | -9.79% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 4.28% | 3.10% | +1.18% |
Volatility
CLSPX vs. FAMVX - Volatility Comparison
Columbia Select Mid Cap Growth Fund (CLSPX) has a higher volatility of 7.47% compared to FAM Value Fund (FAMVX) at 3.48%. This indicates that CLSPX's price experiences larger fluctuations and is considered to be riskier than FAMVX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
Loading charts...
Volatility by Period
| CLSPX | FAMVX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 7.47% | 3.48% | +3.99% |
Volatility (6M)Calculated over the trailing 6-month period | 18.99% | 10.60% | +8.39% |
Volatility (1Y)Calculated over the trailing 1-year period | 23.08% | 13.91% | +9.17% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 25.39% | 17.13% | +8.26% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 22.98% | 18.19% | +4.79% |
CLSPX vs. FAMVX - Expense Ratio Comparison
CLSPX has a 0.86% expense ratio, which is lower than FAMVX's 1.19% expense ratio.
Dividends
CLSPX vs. FAMVX - Dividend Comparison
CLSPX's dividend yield for the trailing twelve months is around 10.62%, more than FAMVX's 4.51% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
CLSPX Columbia Select Mid Cap Growth Fund | 10.62% | 11.99% | 12.87% | 0.00% | 0.00% | 21.10% | 15.38% | 8.30% | 26.41% | 13.16% | 6.15% | 17.11% |
FAMVX FAM Value Fund | 4.51% | 4.90% | 6.28% | 5.01% | 3.67% | 4.99% | 3.69% | 6.80% | 4.09% | 5.06% | 5.21% | 9.06% |
Frequently Asked Questions
CLSPX and FAMVX have a correlation of 0.56, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
CLSPX has higher volatility (7.47%) compared to FAMVX (3.48%). In terms of maximum drawdown, CLSPX dropped -68.54% vs FAMVX's -51.12%.
FAMVX currently has the higher Sharpe Ratio (0.74 vs 0.57), meaning it's delivered slightly more return per unit of risk over the trailing 12 months. However, this ranking shifts over time - use the Risk/Return Score above for a more comprehensive view that combines Sharpe, Sortino, and other measures used by quantitative funds.
Find the right allocation for CLSPX and FAMVX
Add both to a portfolio and optimize allocations for your target — whether that's maximizing returns, minimizing drawdowns, or balancing risk across holdings.
Open Portfolio Optimizer