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. It was launched on Nov 8, 2000. FAGCX is managed by Fidelity. It was launched on Jul 3, 1995.
Performance
CMTFX vs. FAGCX - Performance Comparison
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CMTFX vs. FAGCX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
CMTFX Columbia Global Technology Growth Fund | -6.05% | 25.10% | 31.72% | 56.85% | -34.63% | 23.04% | 49.65% | 44.21% | -1.26% | 43.38% |
FAGCX Fidelity Advisor Growth Opportunities Fund Class I | -9.48% | 22.47% | 39.06% | 45.51% | -32.60% | 16.63% | 74.20% | 47.51% | 19.08% | 37.70% |
Returns By Period
In the year-to-date period, CMTFX achieves a -6.05% return, which is significantly higher than FAGCX's -9.48% return. Over the past 10 years, CMTFX has underperformed FAGCX with an annualized return of 21.08%, while FAGCX has yielded a comparatively higher 22.70% annualized return.
CMTFX
- 1D
- 4.58%
- 1M
- -5.89%
- YTD
- -6.05%
- 6M
- -4.98%
- 1Y
- 32.66%
- 3Y*
- 26.02%
- 5Y*
- 13.22%
- 10Y*
- 21.08%
FAGCX
- 1D
- 4.77%
- 1M
- -5.79%
- YTD
- -9.48%
- 6M
- -8.40%
- 1Y
- 23.02%
- 3Y*
- 25.13%
- 5Y*
- 10.36%
- 10Y*
- 22.70%
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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.
Return for Risk
CMTFX vs. FAGCX — Risk / Return Rank
CMTFX
FAGCX
CMTFX vs. FAGCX - Risk-Adjusted Trends 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.
| CMTFX | FAGCX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 1.25 | 1.00 | +0.25 |
Sortino ratioReturn per unit of downside risk | 1.86 | 1.53 | +0.33 |
Omega ratioGain probability vs. loss probability | 1.26 | 1.22 | +0.04 |
Calmar ratioReturn relative to maximum drawdown | 2.34 | 1.48 | +0.86 |
Martin ratioReturn relative to average drawdown | 8.20 | 5.36 | +2.84 |
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
| CMTFX | FAGCX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.25 | 1.00 | +0.25 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.51 | 0.41 | +0.10 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.86 | 0.93 | -0.08 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.44 | 0.48 | -0.04 |
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.
Dividends
CMTFX vs. FAGCX - Dividend Comparison
CMTFX's dividend yield for the trailing twelve months is around 3.29%, less than FAGCX's 4.05% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
CMTFX Columbia Global Technology Growth Fund | 3.29% | 3.09% | 1.02% | 2.23% | 3.36% | 4.19% | 0.87% | 2.44% | 5.89% | 3.60% | 0.35% | 1.74% |
FAGCX Fidelity Advisor Growth Opportunities Fund Class I | 4.05% | 3.67% | 0.00% | 0.00% | 11.34% | 14.14% | 7.31% | 7.69% | 14.30% | 8.00% | 15.78% | 16.11% |
Drawdowns
CMTFX vs. FAGCX - Drawdown Comparison
The maximum CMTFX drawdown since its inception was -68.28%, roughly equal to the maximum FAGCX drawdown of -69.09%. Use the drawdown chart below to compare losses from any high point for CMTFX and FAGCX.
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Drawdown Indicators
| CMTFX | FAGCX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -68.28% | -69.09% | +0.81% |
Max Drawdown (1Y)Largest decline over 1 year | -14.35% | -16.10% | +1.75% |
Max Drawdown (5Y)Largest decline over 5 years | -39.42% | -38.72% | -0.70% |
Max Drawdown (10Y)Largest decline over 10 years | -39.42% | -38.72% | -0.70% |
Current DrawdownCurrent decline from peak | -10.42% | -12.10% | +1.68% |
Average DrawdownAverage peak-to-trough decline | -16.39% | -18.84% | +2.45% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 4.09% | 4.46% | -0.37% |
Volatility
CMTFX vs. FAGCX - Volatility Comparison
Columbia Global Technology Growth Fund (CMTFX) has a higher volatility of 8.94% compared to Fidelity Advisor Growth Opportunities Fund Class I (FAGCX) at 8.51%. This indicates that CMTFX's price experiences larger fluctuations and is considered to be riskier than FAGCX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| CMTFX | FAGCX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 8.94% | 8.51% | +0.43% |
Volatility (6M)Calculated over the trailing 6-month period | 16.85% | 14.81% | +2.04% |
Volatility (1Y)Calculated over the trailing 1-year period | 27.32% | 24.42% | +2.90% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 25.88% | 25.44% | +0.44% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 24.70% | 24.42% | +0.28% |