CMSCX vs. CTCAX
Compare and contrast key facts about Columbia Small Cap Growth Fund (CMSCX) and Columbia Global Technology Growth Fund Class A (CTCAX).
CMSCX is managed by Columbia. It was launched on Oct 1, 1996. CTCAX is managed by Columbia. It was launched on Nov 9, 2000.
Performance
CMSCX vs. CTCAX - Performance Comparison
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CMSCX vs. CTCAX - 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% |
CTCAX Columbia Global Technology Growth Fund Class A | -10.22% | 24.78% | 31.39% | 56.46% | -34.81% | 22.73% | 49.46% | 43.91% | -1.48% | 42.99% |
Returns By Period
In the year-to-date period, CMSCX achieves a -8.67% return, which is significantly higher than CTCAX's -10.22% return. Over the past 10 years, CMSCX has underperformed CTCAX with an annualized return of 14.21%, while CTCAX has yielded a comparatively higher 20.26% 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%
CTCAX
- 1D
- -1.69%
- 1M
- -9.75%
- YTD
- -10.22%
- 6M
- -8.54%
- 1Y
- 27.76%
- 3Y*
- 23.83%
- 5Y*
- 12.52%
- 10Y*
- 20.26%
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CMSCX vs. CTCAX - Expense Ratio Comparison
CMSCX has a 0.96% expense ratio, which is lower than CTCAX's 1.18% expense ratio.
Return for Risk
CMSCX vs. CTCAX — Risk / Return Rank
CMSCX
CTCAX
CMSCX vs. CTCAX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Columbia Small Cap Growth Fund (CMSCX) and Columbia Global Technology Growth Fund Class A (CTCAX). 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 | CTCAX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.92 | 1.02 | -0.10 |
Sortino ratioReturn per unit of downside risk | 1.42 | 1.57 | -0.15 |
Omega ratioGain probability vs. loss probability | 1.18 | 1.22 | -0.03 |
Calmar ratioReturn relative to maximum drawdown | 1.27 | 1.67 | -0.40 |
Martin ratioReturn relative to average drawdown | 5.05 | 5.92 | -0.87 |
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 | CTCAX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.92 | 1.02 | -0.10 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.04 | 0.49 | -0.45 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.56 | 0.82 | -0.27 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.47 | 0.70 | -0.23 |
Correlation
The correlation between CMSCX and CTCAX is 0.86, 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. CTCAX - Dividend Comparison
CMSCX's dividend yield for the trailing twelve months is around 5.40%, more than CTCAX's 3.66% 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% |
CTCAX Columbia Global Technology Growth Fund Class A | 3.66% | 3.29% | 1.08% | 2.36% | 3.53% | 4.15% | 0.91% | 2.55% | 5.82% | 3.52% | 0.36% | 1.80% |
Drawdowns
CMSCX vs. CTCAX - Drawdown Comparison
The maximum CMSCX drawdown since its inception was -55.64%, smaller than the maximum CTCAX drawdown of -61.04%. Use the drawdown chart below to compare losses from any high point for CMSCX and CTCAX.
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Drawdown Indicators
| CMSCX | CTCAX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -55.64% | -61.04% | +5.40% |
Max Drawdown (1Y)Largest decline over 1 year | -17.60% | -14.43% | -3.17% |
Max Drawdown (5Y)Largest decline over 5 years | -49.84% | -39.55% | -10.29% |
Max Drawdown (10Y)Largest decline over 10 years | -52.44% | -39.55% | -12.89% |
Current DrawdownCurrent decline from peak | -17.60% | -14.43% | -3.17% |
Average DrawdownAverage peak-to-trough decline | -16.03% | -10.75% | -5.28% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 4.42% | 4.07% | +0.35% |
Volatility
CMSCX vs. CTCAX - Volatility Comparison
Columbia Small Cap Growth Fund (CMSCX) has a higher volatility of 9.62% compared to Columbia Global Technology Growth Fund Class A (CTCAX) at 7.45%. This indicates that CMSCX's price experiences larger fluctuations and is considered to be riskier than CTCAX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| CMSCX | CTCAX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 9.62% | 7.45% | +2.17% |
Volatility (6M)Calculated over the trailing 6-month period | 18.62% | 16.24% | +2.38% |
Volatility (1Y)Calculated over the trailing 1-year period | 27.94% | 27.00% | +0.94% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 26.87% | 25.81% | +1.06% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 25.68% | 24.66% | +1.02% |