CMTFX vs. FIKHX
Compare and contrast key facts about Columbia Global Technology Growth Fund (CMTFX) and Fidelity Advisor Technology Fund Class Z (FIKHX).
CMTFX is managed by Columbia. It was launched on Nov 8, 2000. FIKHX is managed by Fidelity. It was launched on Oct 2, 2018.
Performance
CMTFX vs. FIKHX - Performance Comparison
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CMTFX vs. FIKHX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | |
|---|---|---|---|---|---|---|---|---|---|
CMTFX Columbia Global Technology Growth Fund | -6.05% | 25.10% | 31.72% | 56.85% | -34.63% | 23.04% | 49.65% | 44.21% | -12.13% |
FIKHX Fidelity Advisor Technology Fund Class Z | 0.00% | 24.77% | 35.52% | 59.89% | -35.93% | 27.74% | 64.56% | 51.18% | -17.39% |
Returns By Period
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%
FIKHX
- 1D
- —
- 1M
- —
- YTD
- —
- 6M
- —
- 1Y
- —
- 3Y*
- —
- 5Y*
- —
- 10Y*
- —
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CMTFX vs. FIKHX - Expense Ratio Comparison
CMTFX has a 0.92% expense ratio, which is higher than FIKHX's 0.59% expense ratio.
Return for Risk
CMTFX vs. FIKHX — Risk / Return Rank
CMTFX
FIKHX
CMTFX vs. FIKHX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Columbia Global Technology Growth Fund (CMTFX) and Fidelity Advisor Technology Fund Class Z (FIKHX). 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 | FIKHX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 1.25 | — | — |
Sortino ratioReturn per unit of downside risk | 1.86 | — | — |
Omega ratioGain probability vs. loss probability | 1.26 | — | — |
Calmar ratioReturn relative to maximum drawdown | 2.34 | — | — |
Martin ratioReturn relative to average drawdown | 8.20 | — | — |
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 | FIKHX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.25 | — | — |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.51 | — | — |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.86 | — | — |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.44 | — | — |
Correlation
The correlation between CMTFX and FIKHX is 0.95, 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. FIKHX - Dividend Comparison
CMTFX's dividend yield for the trailing twelve months is around 3.29%, less than FIKHX's 9.85% 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% |
FIKHX Fidelity Advisor Technology Fund Class Z | 9.85% | 9.85% | 7.33% | 3.86% | 3.32% | 11.52% | 7.42% | 2.64% | 22.38% | 0.00% | 0.00% | 0.00% |
Drawdowns
CMTFX vs. FIKHX - Drawdown Comparison
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Drawdown Indicators
| CMTFX | FIKHX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -68.28% | — | — |
Max Drawdown (1Y)Largest decline over 1 year | -14.35% | — | — |
Max Drawdown (5Y)Largest decline over 5 years | -39.42% | — | — |
Max Drawdown (10Y)Largest decline over 10 years | -39.42% | — | — |
Current DrawdownCurrent decline from peak | -10.42% | — | — |
Average DrawdownAverage peak-to-trough decline | -16.39% | — | — |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 4.09% | — | — |
Volatility
CMTFX vs. FIKHX - Volatility Comparison
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Volatility by Period
| CMTFX | FIKHX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 8.94% | — | — |
Volatility (6M)Calculated over the trailing 6-month period | 16.85% | — | — |
Volatility (1Y)Calculated over the trailing 1-year period | 27.32% | — | — |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 25.88% | — | — |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 24.70% | — | — |