CLSPX vs. FXAIX
Compare and contrast key facts about Columbia Select Mid Cap Growth Fund (CLSPX) and Fidelity 500 Index Fund (FXAIX).
CLSPX is managed by Columbia Threadneedle. It was launched on Nov 20, 1985. FXAIX is managed by Fidelity.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: CLSPX or FXAIX.
Correlation
The correlation between CLSPX and FXAIX is 0.87, 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
CLSPX vs. FXAIX - Performance Comparison
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Key characteristics
CLSPX:
0.45
FXAIX:
0.52
CLSPX:
0.80
FXAIX:
0.88
CLSPX:
1.11
FXAIX:
1.13
CLSPX:
0.45
FXAIX:
0.56
CLSPX:
1.38
FXAIX:
2.18
CLSPX:
8.86%
FXAIX:
4.85%
CLSPX:
26.77%
FXAIX:
19.47%
CLSPX:
-75.02%
FXAIX:
-33.79%
CLSPX:
-12.53%
FXAIX:
-7.66%
Returns By Period
In the year-to-date period, CLSPX achieves a -2.84% return, which is significantly higher than FXAIX's -3.38% return. Over the past 10 years, CLSPX has underperformed FXAIX with an annualized return of 10.57%, while FXAIX has yielded a comparatively higher 12.44% annualized return.
CLSPX
-2.84%
12.77%
-5.67%
11.68%
11.16%
10.57%
FXAIX
-3.38%
7.51%
-5.01%
9.78%
15.87%
12.44%
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CLSPX vs. FXAIX - Expense Ratio Comparison
CLSPX has a 0.86% expense ratio, which is higher than FXAIX's 0.02% expense ratio.
Risk-Adjusted Performance
CLSPX vs. FXAIX — Risk-Adjusted Performance Rank
CLSPX
FXAIX
CLSPX vs. FXAIX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Columbia Select Mid Cap Growth Fund (CLSPX) and Fidelity 500 Index Fund (FXAIX). 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
CLSPX vs. FXAIX - Dividend Comparison
CLSPX's dividend yield for the trailing twelve months is around 13.25%, more than FXAIX's 1.32% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
CLSPX Columbia Select Mid Cap Growth Fund | 13.25% | 12.87% | 0.00% | 0.00% | 21.10% | 15.38% | 8.30% | 26.41% | 13.16% | 6.15% | 17.11% | 17.43% |
FXAIX Fidelity 500 Index Fund | 1.32% | 1.25% | 1.45% | 1.69% | 1.22% | 1.60% | 2.06% | 2.72% | 1.97% | 2.52% | 2.83% | 2.63% |
Drawdowns
CLSPX vs. FXAIX - Drawdown Comparison
The maximum CLSPX drawdown since its inception was -75.02%, which is greater than FXAIX's maximum drawdown of -33.79%. Use the drawdown chart below to compare losses from any high point for CLSPX and FXAIX. For additional features, visit the drawdowns tool.
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Volatility
CLSPX vs. FXAIX - Volatility Comparison
Columbia Select Mid Cap Growth Fund (CLSPX) has a higher volatility of 8.31% compared to Fidelity 500 Index Fund (FXAIX) at 6.81%. This indicates that CLSPX's price experiences larger fluctuations and is considered to be riskier than FXAIX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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