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. It was launched on Oct 1, 1996. FXAIX is a passively managed fund by Fidelity that tracks the performance of the S&P 500 Index. It was launched on Feb 17, 1988.
Performance
CMSCX vs. FXAIX - Performance Comparison
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CMSCX vs. FXAIX - 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% |
FXAIX Fidelity 500 Index Fund | -7.05% | 17.84% | 25.01% | 26.29% | -18.14% | 28.71% | 18.42% | 31.48% | -4.43% | 21.82% |
Returns By Period
In the year-to-date period, CMSCX achieves a -8.67% return, which is significantly lower than FXAIX's -7.05% return. Both investments have delivered pretty close results over the past 10 years, with CMSCX having a 14.21% annualized return and FXAIX not far behind at 13.75%.
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%
FXAIX
- 1D
- -0.39%
- 1M
- -7.68%
- YTD
- -7.05%
- 6M
- -4.59%
- 1Y
- 14.42%
- 3Y*
- 17.17%
- 5Y*
- 11.40%
- 10Y*
- 13.75%
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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.
Return for Risk
CMSCX vs. FXAIX — Risk / Return Rank
CMSCX
FXAIX
CMSCX vs. FXAIX - Risk-Adjusted Trends 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.
| CMSCX | FXAIX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.92 | 0.84 | +0.08 |
Sortino ratioReturn per unit of downside risk | 1.42 | 1.30 | +0.12 |
Omega ratioGain probability vs. loss probability | 1.18 | 1.20 | -0.01 |
Calmar ratioReturn relative to maximum drawdown | 1.27 | 1.05 | +0.21 |
Martin ratioReturn relative to average drawdown | 5.05 | 5.13 | -0.08 |
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 | FXAIX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.92 | 0.84 | +0.08 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.04 | 0.68 | -0.64 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.56 | 0.77 | -0.21 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.47 | 0.75 | -0.28 |
Correlation
The correlation between CMSCX and FXAIX is 0.82, 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. FXAIX - Dividend Comparison
CMSCX's dividend yield for the trailing twelve months is around 5.40%, more than FXAIX's 1.20% 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% |
FXAIX Fidelity 500 Index Fund | 1.20% | 1.11% | 1.25% | 1.45% | 1.69% | 1.22% | 1.60% | 2.06% | 2.72% | 1.97% | 2.52% | 2.83% |
Drawdowns
CMSCX vs. FXAIX - Drawdown Comparison
The maximum CMSCX drawdown since its inception was -55.64%, 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.
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Drawdown Indicators
| CMSCX | FXAIX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -55.64% | -33.79% | -21.85% |
Max Drawdown (1Y)Largest decline over 1 year | -17.60% | -12.13% | -5.47% |
Max Drawdown (5Y)Largest decline over 5 years | -49.84% | -24.50% | -25.34% |
Max Drawdown (10Y)Largest decline over 10 years | -52.44% | -33.79% | -18.65% |
Current DrawdownCurrent decline from peak | -17.60% | -8.89% | -8.71% |
Average DrawdownAverage peak-to-trough decline | -16.03% | -3.83% | -12.20% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 4.42% | 2.50% | +1.92% |
Volatility
CMSCX vs. FXAIX - Volatility Comparison
Columbia Small Cap Growth Fund (CMSCX) has a higher volatility of 9.62% compared to Fidelity 500 Index Fund (FXAIX) at 4.24%. 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.
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Volatility by Period
| CMSCX | FXAIX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 9.62% | 4.24% | +5.38% |
Volatility (6M)Calculated over the trailing 6-month period | 18.62% | 9.08% | +9.54% |
Volatility (1Y)Calculated over the trailing 1-year period | 27.94% | 18.13% | +9.81% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 26.87% | 16.88% | +9.99% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 25.68% | 18.03% | +7.65% |