CMTFX vs. FAGCX

In the year-to-date period, CMTFX achieves a 33.63% return, which is significantly lower than FAGCX's 43.04% return. Over the past 10 years, CMTFX has outperformed FAGCX with an annualized return of 17.40%, while FAGCX has yielded a comparatively lower 11.82% annualized return.

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CMTFX has a 0.92% expense ratio, which is higher than FAGCX's 0.79% expense ratio.

This table presents a comparison of risk-adjusted performance metrics for Columbia Global Technology Growth Fund (CMTFX) and Fidelity Advisor Growth Opportunities Fund Class I (FAGCX). 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 CMTFX Sharpe Ratio is 1.51, which is lower than the FAGCX Sharpe Ratio of 2.17. The chart below compares the historical Sharpe Ratios of CMTFX and FAGCX, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.

Neither CMTFX nor FAGCX has paid dividends to shareholders.

The maximum CMTFX drawdown since its inception was -68.25%, roughly equal to the maximum FAGCX drawdown of -65.09%. Use the drawdown chart below to compare losses from any high point for CMTFX and FAGCX. For additional features, visit the drawdowns tool.

Columbia Global Technology Growth Fund (CMTFX) and Fidelity Advisor Growth Opportunities Fund Class I (FAGCX) have volatilities of 5.84% and 5.90%, respectively, indicating that both stocks experience similar levels of price fluctuations. This suggests that the risk associated with both stocks, as measured by volatility, is nearly the same. The chart below showcases a comparison of their rolling one-month volatility.