CMTFX vs. FAGCX
Compare and contrast key facts about Columbia Global Technology Growth Fund (CMTFX) and Fidelity Advisor Growth Opportunities Fund Class I (FAGCX).
CMTFX is managed by Columbia Threadneedle. It was launched on Nov 8, 2000. FAGCX is managed by Fidelity. It was launched on Jul 3, 1995.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: CMTFX or FAGCX.
Key characteristics
| CMTFX | FAGCX | |
|---|---|---|
| YTD Return | 31.27% | 39.00% |
| 1Y Return | 36.72% | 49.82% |
| 3Y Return (Ann) | 6.77% | 1.96% |
| 5Y Return (Ann) | 18.37% | 15.76% |
| 10Y Return (Ann) | 17.09% | 11.79% |
| Sharpe Ratio | 1.82 | 2.69 |
| Sortino Ratio | 2.39 | 3.45 |
| Omega Ratio | 1.32 | 1.48 |
| Calmar Ratio | 2.40 | 1.80 |
| Martin Ratio | 7.99 | 15.56 |
| Ulcer Index | 4.99% | 3.42% |
| Daily Std Dev | 21.93% | 19.80% |
| Max Drawdown | -68.25% | -65.09% |
| Current Drawdown | -1.01% | -0.69% |
Correlation
The correlation between CMTFX and FAGCX is 0.89, 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
CMTFX vs. FAGCX - Performance Comparison
In the year-to-date period, CMTFX achieves a 31.27% return, which is significantly lower than FAGCX's 39.00% return. Over the past 10 years, CMTFX has outperformed FAGCX with an annualized return of 17.09%, while FAGCX has yielded a comparatively lower 11.79% annualized return. The chart below displays the growth of a $10,000 investment in both assets, with all prices adjusted for splits and dividends.
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CMTFX vs. FAGCX - Expense Ratio Comparison
CMTFX has a 0.92% expense ratio, which is higher than FAGCX's 0.79% expense ratio.
Risk-Adjusted Performance
CMTFX vs. FAGCX - Risk-Adjusted Performance Comparison
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.
Dividends
CMTFX vs. FAGCX - Dividend Comparison
Neither CMTFX nor FAGCX has paid dividends to shareholders.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|
CMTFX Columbia Global Technology Growth Fund | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.52% |
FAGCX Fidelity Advisor Growth Opportunities Fund Class I | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
Drawdowns
CMTFX vs. FAGCX - Drawdown Comparison
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.
Volatility
CMTFX vs. FAGCX - Volatility Comparison
Columbia Global Technology Growth Fund (CMTFX) and Fidelity Advisor Growth Opportunities Fund Class I (FAGCX) have volatilities of 5.51% and 5.28%, 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.