CLSPX vs. SMCWX
Compare and contrast key facts about Columbia Select Mid Cap Growth Fund (CLSPX) and American Funds SMALLCAP World Fund Class A (SMCWX).
CLSPX is managed by Columbia. It was launched on Nov 20, 1985. SMCWX is managed by American Funds. It was launched on Apr 30, 1990.
Performance
CLSPX vs. SMCWX - Performance Comparison
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CLSPX vs. SMCWX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
CLSPX Columbia Select Mid Cap Growth Fund | -3.22% | 15.16% | 23.97% | 25.25% | -31.25% | 16.39% | 35.43% | 35.25% | -5.22% | 22.86% |
SMCWX American Funds SMALLCAP World Fund Class A | -1.05% | 14.07% | 2.33% | 18.86% | -29.90% | 10.14% | 37.46% | 30.79% | -9.75% | 26.85% |
Returns By Period
In the year-to-date period, CLSPX achieves a -3.22% return, which is significantly lower than SMCWX's -1.05% return. Over the past 10 years, CLSPX has outperformed SMCWX with an annualized return of 11.82%, while SMCWX has yielded a comparatively lower 9.04% annualized return.
CLSPX
- 1D
- 4.59%
- 1M
- -7.51%
- YTD
- -3.22%
- 6M
- -6.70%
- 1Y
- 22.38%
- 3Y*
- 15.89%
- 5Y*
- 5.73%
- 10Y*
- 11.82%
SMCWX
- 1D
- 3.47%
- 1M
- -7.83%
- YTD
- -1.05%
- 6M
- 1.11%
- 1Y
- 20.45%
- 3Y*
- 8.86%
- 5Y*
- 0.17%
- 10Y*
- 9.04%
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CLSPX vs. SMCWX - Expense Ratio Comparison
CLSPX has a 0.86% expense ratio, which is lower than SMCWX's 1.02% expense ratio.
Return for Risk
CLSPX vs. SMCWX — Risk / Return Rank
CLSPX
SMCWX
CLSPX vs. SMCWX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Columbia Select Mid Cap Growth Fund (CLSPX) and American Funds SMALLCAP World Fund Class A (SMCWX). 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.
| CLSPX | SMCWX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.93 | 1.17 | -0.24 |
Sortino ratioReturn per unit of downside risk | 1.41 | 1.72 | -0.31 |
Omega ratioGain probability vs. loss probability | 1.19 | 1.23 | -0.03 |
Calmar ratioReturn relative to maximum drawdown | 1.73 | 1.66 | +0.07 |
Martin ratioReturn relative to average drawdown | 5.73 | 6.37 | -0.64 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
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Sharpe Ratios by Period
| CLSPX | SMCWX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.93 | 1.17 | -0.24 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.23 | 0.01 | +0.22 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.52 | 0.51 | +0.01 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.42 | 0.57 | -0.15 |
Correlation
The correlation between CLSPX and SMCWX 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.
Dividends
CLSPX vs. SMCWX - Dividend Comparison
CLSPX's dividend yield for the trailing twelve months is around 12.39%, more than SMCWX's 4.90% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
CLSPX Columbia Select Mid Cap Growth Fund | 12.39% | 11.99% | 12.87% | 0.00% | 0.00% | 21.10% | 15.38% | 8.30% | 26.41% | 13.16% | 6.15% | 17.11% |
SMCWX American Funds SMALLCAP World Fund Class A | 4.90% | 4.84% | 0.60% | 0.64% | 0.00% | 9.24% | 1.60% | 4.24% | 7.06% | 4.48% | 0.35% | 6.49% |
Drawdowns
CLSPX vs. SMCWX - Drawdown Comparison
The maximum CLSPX drawdown since its inception was -68.54%, which is greater than SMCWX's maximum drawdown of -62.46%. Use the drawdown chart below to compare losses from any high point for CLSPX and SMCWX.
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Drawdown Indicators
| CLSPX | SMCWX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -68.54% | -62.46% | -6.08% |
Max Drawdown (1Y)Largest decline over 1 year | -13.64% | -11.83% | -1.81% |
Max Drawdown (5Y)Largest decline over 5 years | -43.35% | -39.79% | -3.56% |
Max Drawdown (10Y)Largest decline over 10 years | -43.35% | -39.79% | -3.56% |
Current DrawdownCurrent decline from peak | -9.68% | -10.12% | +0.44% |
Average DrawdownAverage peak-to-trough decline | -16.30% | -14.98% | -1.32% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 4.11% | 3.08% | +1.03% |
Volatility
CLSPX vs. SMCWX - Volatility Comparison
Columbia Select Mid Cap Growth Fund (CLSPX) has a higher volatility of 9.80% compared to American Funds SMALLCAP World Fund Class A (SMCWX) at 7.62%. This indicates that CLSPX's price experiences larger fluctuations and is considered to be riskier than SMCWX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| CLSPX | SMCWX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 9.80% | 7.62% | +2.18% |
Volatility (6M)Calculated over the trailing 6-month period | 16.98% | 11.82% | +5.16% |
Volatility (1Y)Calculated over the trailing 1-year period | 25.91% | 17.93% | +7.98% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 24.94% | 18.05% | +6.89% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 22.68% | 17.76% | +4.92% |