COSNX vs. CDDYX
Compare and contrast key facts about Columbia Overseas Core Fund (COSNX) and Columbia Dividend Income Fund Institutional 3 Class (CDDYX).
COSNX is managed by Columbia. It was launched on Mar 5, 2018. CDDYX is managed by Columbia. It was launched on Nov 8, 2012.
Performance
COSNX vs. CDDYX - Performance Comparison
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COSNX vs. CDDYX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | |
|---|---|---|---|---|---|---|---|---|---|
COSNX Columbia Overseas Core Fund | -2.24% | 38.31% | 3.42% | 15.51% | -14.92% | 9.60% | 8.65% | 25.39% | -17.16% |
CDDYX Columbia Dividend Income Fund Institutional 3 Class | 1.65% | 15.95% | 15.17% | 10.65% | -4.84% | 26.43% | 7.92% | 28.74% | -5.66% |
Returns By Period
In the year-to-date period, COSNX achieves a -2.24% return, which is significantly lower than CDDYX's 1.65% return.
COSNX
- 1D
- 0.00%
- 1M
- -11.83%
- YTD
- -2.24%
- 6M
- 2.34%
- 1Y
- 23.61%
- 3Y*
- 14.93%
- 5Y*
- 7.18%
- 10Y*
- —
CDDYX
- 1D
- 0.03%
- 1M
- -5.46%
- YTD
- 1.65%
- 6M
- 4.20%
- 1Y
- 14.89%
- 3Y*
- 14.58%
- 5Y*
- 10.65%
- 10Y*
- 12.13%
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COSNX vs. CDDYX - Expense Ratio Comparison
COSNX has a 0.97% expense ratio, which is higher than CDDYX's 0.55% expense ratio.
Return for Risk
COSNX vs. CDDYX — Risk / Return Rank
COSNX
CDDYX
COSNX vs. CDDYX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Columbia Overseas Core Fund (COSNX) and Columbia Dividend Income Fund Institutional 3 Class (CDDYX). 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.
| COSNX | CDDYX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 1.39 | 1.20 | +0.19 |
Sortino ratioReturn per unit of downside risk | 1.87 | 1.70 | +0.16 |
Omega ratioGain probability vs. loss probability | 1.27 | 1.26 | +0.01 |
Calmar ratioReturn relative to maximum drawdown | 1.82 | 1.47 | +0.34 |
Martin ratioReturn relative to average drawdown | 7.21 | 6.88 | +0.34 |
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
| COSNX | CDDYX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.39 | 1.20 | +0.19 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.46 | 0.81 | -0.34 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | — | 0.78 | — |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.39 | 0.85 | -0.46 |
Correlation
The correlation between COSNX and CDDYX is 0.73, 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
COSNX vs. CDDYX - Dividend Comparison
COSNX's dividend yield for the trailing twelve months is around 9.77%, more than CDDYX's 5.29% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
COSNX Columbia Overseas Core Fund | 9.77% | 9.55% | 4.25% | 4.59% | 1.46% | 8.15% | 2.25% | 3.80% | 1.16% | 0.00% | 0.00% | 0.00% |
CDDYX Columbia Dividend Income Fund Institutional 3 Class | 5.29% | 5.33% | 5.99% | 4.96% | 3.90% | 2.93% | 1.85% | 3.28% | 7.65% | 4.03% | 3.84% | 8.35% |
Drawdowns
COSNX vs. CDDYX - Drawdown Comparison
The maximum COSNX drawdown since its inception was -36.68%, which is greater than CDDYX's maximum drawdown of -32.74%. Use the drawdown chart below to compare losses from any high point for COSNX and CDDYX.
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Drawdown Indicators
| COSNX | CDDYX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -36.68% | -32.74% | -3.94% |
Max Drawdown (1Y)Largest decline over 1 year | -11.83% | -10.17% | -1.66% |
Max Drawdown (5Y)Largest decline over 5 years | -31.39% | -16.91% | -14.48% |
Max Drawdown (10Y)Largest decline over 10 years | — | -32.74% | — |
Current DrawdownCurrent decline from peak | -11.83% | -5.46% | -6.37% |
Average DrawdownAverage peak-to-trough decline | -7.68% | -2.79% | -4.89% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 2.98% | 2.18% | +0.80% |
Volatility
COSNX vs. CDDYX - Volatility Comparison
Columbia Overseas Core Fund (COSNX) has a higher volatility of 6.75% compared to Columbia Dividend Income Fund Institutional 3 Class (CDDYX) at 2.92%. This indicates that COSNX's price experiences larger fluctuations and is considered to be riskier than CDDYX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| COSNX | CDDYX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 6.75% | 2.92% | +3.83% |
Volatility (6M)Calculated over the trailing 6-month period | 10.77% | 6.83% | +3.94% |
Volatility (1Y)Calculated over the trailing 1-year period | 16.29% | 13.61% | +2.68% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 15.65% | 13.29% | +2.36% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 17.37% | 15.68% | +1.69% |