CMSCX vs. CDDYX
Compare and contrast key facts about Columbia Small Cap Growth Fund (CMSCX) and Columbia Dividend Income Fund Institutional 3 Class (CDDYX).
CMSCX is managed by Columbia. It was launched on Oct 1, 1996. CDDYX is managed by Columbia. It was launched on Nov 8, 2012.
Performance
CMSCX vs. CDDYX - Performance Comparison
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CMSCX vs. CDDYX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
CMSCX Columbia Small Cap Growth Fund | -8.67% | 21.68% | 24.27% | 26.17% | -36.62% | -2.22% | 70.31% | 40.98% | -1.99% | 28.68% |
CDDYX Columbia Dividend Income Fund Institutional 3 Class | 1.65% | 15.95% | 15.17% | 10.65% | -4.84% | 26.43% | 7.92% | 28.74% | -4.27% | 20.34% |
Returns By Period
In the year-to-date period, CMSCX achieves a -8.67% return, which is significantly lower than CDDYX's 1.65% return. Over the past 10 years, CMSCX has outperformed CDDYX with an annualized return of 14.21%, while CDDYX has yielded a comparatively lower 12.13% annualized return.
CMSCX
- 1D
- -2.61%
- 1M
- -13.27%
- YTD
- -8.67%
- 6M
- -4.73%
- 1Y
- 26.73%
- 3Y*
- 16.28%
- 5Y*
- 1.08%
- 10Y*
- 14.21%
CDDYX
- 1D
- 0.03%
- 1M
- -5.46%
- YTD
- 1.65%
- 6M
- 4.20%
- 1Y
- 14.89%
- 3Y*
- 14.58%
- 5Y*
- 10.65%
- 10Y*
- 12.13%
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CMSCX vs. CDDYX - Expense Ratio Comparison
CMSCX has a 0.96% expense ratio, which is higher than CDDYX's 0.55% expense ratio.
Return for Risk
CMSCX vs. CDDYX — Risk / Return Rank
CMSCX
CDDYX
CMSCX vs. CDDYX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Columbia Small Cap Growth Fund (CMSCX) and Columbia Dividend Income Fund Institutional 3 Class (CDDYX). 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.
| CMSCX | CDDYX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.92 | 1.20 | -0.28 |
Sortino ratioReturn per unit of downside risk | 1.42 | 1.70 | -0.29 |
Omega ratioGain probability vs. loss probability | 1.18 | 1.26 | -0.08 |
Calmar ratioReturn relative to maximum drawdown | 1.27 | 1.47 | -0.21 |
Martin ratioReturn relative to average drawdown | 5.05 | 6.88 | -1.83 |
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
| CMSCX | CDDYX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.92 | 1.20 | -0.28 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.04 | 0.81 | -0.77 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.56 | 0.78 | -0.22 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.47 | 0.85 | -0.38 |
Correlation
The correlation between CMSCX and CDDYX is 0.70, 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
CMSCX vs. CDDYX - Dividend Comparison
CMSCX's dividend yield for the trailing twelve months is around 5.40%, more than CDDYX's 5.29% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
CMSCX Columbia Small Cap Growth Fund | 5.40% | 4.93% | 0.00% | 0.00% | 0.00% | 10.28% | 6.90% | 8.86% | 21.17% | 16.48% | 8.67% | 60.38% |
CDDYX Columbia Dividend Income Fund Institutional 3 Class | 5.29% | 5.33% | 5.99% | 4.96% | 3.90% | 2.93% | 1.85% | 3.28% | 7.65% | 4.03% | 3.84% | 8.35% |
Drawdowns
CMSCX vs. CDDYX - Drawdown Comparison
The maximum CMSCX drawdown since its inception was -55.64%, which is greater than CDDYX's maximum drawdown of -32.74%. Use the drawdown chart below to compare losses from any high point for CMSCX and CDDYX.
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Drawdown Indicators
| CMSCX | CDDYX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -55.64% | -32.74% | -22.90% |
Max Drawdown (1Y)Largest decline over 1 year | -17.60% | -10.17% | -7.43% |
Max Drawdown (5Y)Largest decline over 5 years | -49.84% | -16.91% | -32.93% |
Max Drawdown (10Y)Largest decline over 10 years | -52.44% | -32.74% | -19.70% |
Current DrawdownCurrent decline from peak | -17.60% | -5.46% | -12.14% |
Average DrawdownAverage peak-to-trough decline | -16.03% | -2.79% | -13.24% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 4.42% | 2.18% | +2.24% |
Volatility
CMSCX vs. CDDYX - Volatility Comparison
Columbia Small Cap Growth Fund (CMSCX) has a higher volatility of 9.62% compared to Columbia Dividend Income Fund Institutional 3 Class (CDDYX) at 2.92%. This indicates that CMSCX's price experiences larger fluctuations and is considered to be riskier than CDDYX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| CMSCX | CDDYX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 9.62% | 2.92% | +6.70% |
Volatility (6M)Calculated over the trailing 6-month period | 18.62% | 6.83% | +11.79% |
Volatility (1Y)Calculated over the trailing 1-year period | 27.94% | 13.61% | +14.33% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 26.87% | 13.29% | +13.58% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 25.68% | 15.68% | +10.00% |