CMSCX vs. FXAIX
Compare and contrast key facts about Columbia Small Cap Growth Fund (CMSCX) and Fidelity 500 Index Fund (FXAIX).
CMSCX is managed by Columbia Threadneedle. It was launched on Oct 1, 1996. FXAIX is managed by Fidelity.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: CMSCX or FXAIX.
Correlation
The correlation between CMSCX and FXAIX is 0.81, 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
CMSCX vs. FXAIX - Performance Comparison
Key characteristics
CMSCX:
0.76
FXAIX:
1.75
CMSCX:
1.16
FXAIX:
2.36
CMSCX:
1.14
FXAIX:
1.32
CMSCX:
0.42
FXAIX:
2.66
CMSCX:
4.03
FXAIX:
11.02
CMSCX:
3.97%
FXAIX:
2.04%
CMSCX:
20.97%
FXAIX:
12.89%
CMSCX:
-63.39%
FXAIX:
-33.79%
CMSCX:
-27.56%
FXAIX:
-2.12%
Returns By Period
In the year-to-date period, CMSCX achieves a -2.14% return, which is significantly lower than FXAIX's 2.42% return. Over the past 10 years, CMSCX has underperformed FXAIX with an annualized return of 0.21%, while FXAIX has yielded a comparatively higher 12.86% annualized return.
CMSCX
-2.14%
-7.37%
3.56%
15.05%
4.70%
0.21%
FXAIX
2.42%
-1.08%
7.43%
19.81%
14.30%
12.86%
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CMSCX vs. FXAIX - Expense Ratio Comparison
CMSCX has a 0.96% expense ratio, which is higher than FXAIX's 0.02% expense ratio.
Risk-Adjusted Performance
CMSCX vs. FXAIX — Risk-Adjusted Performance Rank
CMSCX
FXAIX
CMSCX vs. FXAIX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Columbia Small Cap Growth Fund (CMSCX) 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.
Dividends
CMSCX vs. FXAIX - Dividend Comparison
CMSCX has not paid dividends to shareholders, while FXAIX's dividend yield for the trailing twelve months is around 1.22%.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
CMSCX Columbia Small Cap Growth Fund | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
FXAIX Fidelity 500 Index Fund | 1.22% | 1.25% | 1.45% | 1.69% | 1.22% | 1.60% | 1.95% | 2.07% | 1.81% | 2.01% | 2.56% | 2.63% |
Drawdowns
CMSCX vs. FXAIX - Drawdown Comparison
The maximum CMSCX drawdown since its inception was -63.39%, which is greater than FXAIX's maximum drawdown of -33.79%. Use the drawdown chart below to compare losses from any high point for CMSCX and FXAIX. For additional features, visit the drawdowns tool.
Volatility
CMSCX vs. FXAIX - Volatility Comparison
Columbia Small Cap Growth Fund (CMSCX) has a higher volatility of 6.97% compared to Fidelity 500 Index Fund (FXAIX) at 3.43%. This indicates that CMSCX'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.