COSZX vs. CDDYX
Compare and contrast key facts about Columbia Overseas Value Fund (COSZX) and Columbia Dividend Income Fund Institutional 3 Class (CDDYX).
COSZX is managed by Columbia. It was launched on Mar 30, 2008. CDDYX is managed by Columbia. It was launched on Nov 8, 2012.
Performance
COSZX vs. CDDYX - Performance Comparison
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COSZX vs. CDDYX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
COSZX Columbia Overseas Value Fund | 3.45% | 45.80% | 4.70% | 16.05% | -5.99% | 10.78% | -0.07% | 22.37% | -16.70% | 27.82% |
CDDYX Columbia Dividend Income Fund Institutional 3 Class | 3.28% | 15.95% | 15.17% | 10.65% | -4.84% | 26.43% | 7.92% | 28.74% | -4.27% | 20.34% |
Returns By Period
The year-to-date returns for both stocks are quite close, with COSZX having a 3.45% return and CDDYX slightly lower at 3.28%. Over the past 10 years, COSZX has underperformed CDDYX with an annualized return of 10.15%, while CDDYX has yielded a comparatively higher 12.31% annualized return.
COSZX
- 1D
- 3.16%
- 1M
- -6.61%
- YTD
- 3.45%
- 6M
- 8.91%
- 1Y
- 33.23%
- 3Y*
- 20.34%
- 5Y*
- 11.74%
- 10Y*
- 10.15%
CDDYX
- 1D
- 1.60%
- 1M
- -3.90%
- YTD
- 3.28%
- 6M
- 5.98%
- 1Y
- 16.96%
- 3Y*
- 15.18%
- 5Y*
- 10.80%
- 10Y*
- 12.31%
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COSZX vs. CDDYX - Expense Ratio Comparison
COSZX has a 0.90% expense ratio, which is higher than CDDYX's 0.55% expense ratio.
Return for Risk
COSZX vs. CDDYX — Risk / Return Rank
COSZX
CDDYX
COSZX vs. CDDYX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Columbia Overseas Value Fund (COSZX) 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.
| COSZX | CDDYX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 2.06 | 1.23 | +0.82 |
Sortino ratioReturn per unit of downside risk | 2.61 | 1.75 | +0.87 |
Omega ratioGain probability vs. loss probability | 1.42 | 1.27 | +0.15 |
Calmar ratioReturn relative to maximum drawdown | 2.75 | 1.78 | +0.97 |
Martin ratioReturn relative to average drawdown | 10.61 | 8.25 | +2.36 |
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
| COSZX | CDDYX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 2.06 | 1.23 | +0.82 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.75 | 0.82 | -0.07 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.58 | 0.79 | -0.20 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.21 | 0.86 | -0.65 |
Correlation
The correlation between COSZX and CDDYX is 0.71, 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
COSZX vs. CDDYX - Dividend Comparison
COSZX's dividend yield for the trailing twelve months is around 7.65%, more than CDDYX's 5.21% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
COSZX Columbia Overseas Value Fund | 7.65% | 7.91% | 5.38% | 3.97% | 1.88% | 3.59% | 1.69% | 3.82% | 3.59% | 1.71% | 1.99% | 2.27% |
CDDYX Columbia Dividend Income Fund Institutional 3 Class | 5.21% | 5.33% | 5.99% | 4.96% | 3.90% | 2.93% | 1.85% | 3.28% | 7.65% | 4.03% | 3.84% | 8.35% |
Drawdowns
COSZX vs. CDDYX - Drawdown Comparison
The maximum COSZX drawdown since its inception was -63.37%, which is greater than CDDYX's maximum drawdown of -32.74%. Use the drawdown chart below to compare losses from any high point for COSZX and CDDYX.
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Drawdown Indicators
| COSZX | CDDYX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -63.37% | -32.74% | -30.63% |
Max Drawdown (1Y)Largest decline over 1 year | -11.76% | -10.17% | -1.59% |
Max Drawdown (5Y)Largest decline over 5 years | -25.77% | -16.91% | -8.86% |
Max Drawdown (10Y)Largest decline over 10 years | -43.40% | -32.74% | -10.66% |
Current DrawdownCurrent decline from peak | -8.07% | -3.95% | -4.12% |
Average DrawdownAverage peak-to-trough decline | -18.03% | -2.79% | -15.24% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 3.05% | 2.19% | +0.86% |
Volatility
COSZX vs. CDDYX - Volatility Comparison
Columbia Overseas Value Fund (COSZX) has a higher volatility of 7.24% compared to Columbia Dividend Income Fund Institutional 3 Class (CDDYX) at 3.45%. This indicates that COSZX'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
| COSZX | CDDYX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 7.24% | 3.45% | +3.79% |
Volatility (6M)Calculated over the trailing 6-month period | 10.56% | 7.00% | +3.56% |
Volatility (1Y)Calculated over the trailing 1-year period | 16.31% | 13.67% | +2.64% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 15.80% | 13.31% | +2.49% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 17.45% | 15.68% | +1.77% |