CMSCX vs. VWUSX

In the year-to-date period, CMSCX achieves a -2.14% return, which is significantly lower than VWUSX's 2.16% return. Over the past 10 years, CMSCX has underperformed VWUSX with an annualized return of 0.21%, while VWUSX has yielded a comparatively higher 9.09% annualized return.

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CMSCX has a 0.96% expense ratio, which is higher than VWUSX's 0.38% expense ratio.

This table presents a comparison of risk-adjusted performance metrics for Columbia Small Cap Growth Fund (CMSCX) and Vanguard U.S. Growth Fund Investor Shares (VWUSX). 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.

The current CMSCX Sharpe Ratio is 0.76, which is comparable to the VWUSX Sharpe Ratio of 1.01. The chart below compares the historical Sharpe Ratios of CMSCX and VWUSX, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.

CMSCX has not paid dividends to shareholders, while VWUSX's dividend yield for the trailing twelve months is around 0.19%.

The maximum CMSCX drawdown since its inception was -63.39%, smaller than the maximum VWUSX drawdown of -71.26%. Use the drawdown chart below to compare losses from any high point for CMSCX and VWUSX. For additional features, visit the drawdowns tool.

Columbia Small Cap Growth Fund (CMSCX) has a higher volatility of 6.97% compared to Vanguard U.S. Growth Fund Investor Shares (VWUSX) at 5.52%. This indicates that CMSCX's price experiences larger fluctuations and is considered to be riskier than VWUSX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.