CMTFX vs. FELAX
Compare and contrast key facts about Columbia Global Technology Growth Fund (CMTFX) and Fidelity Advisor Semiconductors Fund Class A (FELAX).
CMTFX is managed by Columbia. It was launched on Nov 8, 2000. FELAX is managed by Fidelity. It was launched on Dec 27, 2000.
Performance
CMTFX vs. FELAX - Performance Comparison
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CMTFX vs. FELAX - 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% |
FELAX Fidelity Advisor Semiconductors Fund Class A | 7.43% | 44.88% | 43.74% | 75.08% | -35.07% | 57.50% | 43.57% | 63.76% | -12.76% | 34.12% |
Returns By Period
In the year-to-date period, CMTFX achieves a -6.05% return, which is significantly lower than FELAX's 7.43% return. Over the past 10 years, CMTFX has underperformed FELAX with an annualized return of 21.08%, while FELAX has yielded a comparatively higher 30.52% 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%
FELAX
- 1D
- 7.13%
- 1M
- -4.47%
- YTD
- 7.43%
- 6M
- 14.34%
- 1Y
- 88.29%
- 3Y*
- 41.26%
- 5Y*
- 28.70%
- 10Y*
- 30.52%
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CMTFX vs. FELAX - Expense Ratio Comparison
CMTFX has a 0.92% expense ratio, which is lower than FELAX's 1.01% expense ratio.
Return for Risk
CMTFX vs. FELAX — Risk / Return Rank
CMTFX
FELAX
CMTFX vs. FELAX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Columbia Global Technology Growth Fund (CMTFX) and Fidelity Advisor Semiconductors Fund Class A (FELAX). 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 | FELAX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 1.25 | 2.25 | -1.00 |
Sortino ratioReturn per unit of downside risk | 1.86 | 2.85 | -0.99 |
Omega ratioGain probability vs. loss probability | 1.26 | 1.40 | -0.14 |
Calmar ratioReturn relative to maximum drawdown | 2.34 | 5.18 | -2.84 |
Martin ratioReturn relative to average drawdown | 8.20 | 19.59 | -11.38 |
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 | FELAX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.25 | 2.25 | -1.00 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.51 | 0.76 | -0.24 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.86 | 0.89 | -0.03 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.44 | 0.40 | +0.04 |
Correlation
The correlation between CMTFX and FELAX 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. FELAX - Dividend Comparison
CMTFX's dividend yield for the trailing twelve months is around 3.29%, less than FELAX's 6.48% 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% |
FELAX Fidelity Advisor Semiconductors Fund Class A | 6.48% | 6.96% | 7.02% | 3.40% | 3.32% | 4.34% | 4.51% | 1.00% | 20.15% | 9.67% | 0.36% | 10.71% |
Drawdowns
CMTFX vs. FELAX - Drawdown Comparison
The maximum CMTFX drawdown since its inception was -68.28%, roughly equal to the maximum FELAX drawdown of -71.33%. Use the drawdown chart below to compare losses from any high point for CMTFX and FELAX.
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Drawdown Indicators
| CMTFX | FELAX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -68.28% | -71.33% | +3.05% |
Max Drawdown (1Y)Largest decline over 1 year | -14.35% | -17.10% | +2.75% |
Max Drawdown (5Y)Largest decline over 5 years | -39.42% | -46.15% | +6.73% |
Max Drawdown (10Y)Largest decline over 10 years | -39.42% | -46.15% | +6.73% |
Current DrawdownCurrent decline from peak | -10.42% | -8.57% | -1.85% |
Average DrawdownAverage peak-to-trough decline | -16.39% | -22.02% | +5.63% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 4.09% | 4.52% | -0.43% |
Volatility
CMTFX vs. FELAX - Volatility Comparison
The current volatility for Columbia Global Technology Growth Fund (CMTFX) is 8.94%, while Fidelity Advisor Semiconductors Fund Class A (FELAX) has a volatility of 12.79%. This indicates that CMTFX experiences smaller price fluctuations and is considered to be less risky than FELAX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| CMTFX | FELAX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 8.94% | 12.79% | -3.85% |
Volatility (6M)Calculated over the trailing 6-month period | 16.85% | 25.67% | -8.82% |
Volatility (1Y)Calculated over the trailing 1-year period | 27.32% | 40.20% | -12.88% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 25.88% | 38.07% | -12.19% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 24.70% | 34.41% | -9.71% |