Correlation
The correlation between COSZX and FSKAX is 0.74, 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.
COSZX vs. FSKAX
Compare and contrast key facts about Columbia Overseas Value Fund (COSZX) and Fidelity Total Market Index Fund (FSKAX).
COSZX is managed by Columbia. It was launched on Mar 30, 2008. FSKAX is managed by Fidelity.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: COSZX or FSKAX.
Performance
COSZX vs. FSKAX - Performance Comparison
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Key characteristics
COSZX:
1.23
FSKAX:
0.67
COSZX:
1.85
FSKAX:
1.08
COSZX:
1.27
FSKAX:
1.16
COSZX:
1.70
FSKAX:
0.71
COSZX:
5.75
FSKAX:
2.65
COSZX:
3.95%
FSKAX:
5.20%
COSZX:
16.40%
FSKAX:
20.17%
COSZX:
-61.80%
FSKAX:
-35.01%
COSZX:
0.00%
FSKAX:
-3.57%
Returns By Period
In the year-to-date period, COSZX achieves a 23.38% return, which is significantly higher than FSKAX's 0.92% return. Over the past 10 years, COSZX has underperformed FSKAX with an annualized return of 7.26%, while FSKAX has yielded a comparatively higher 12.23% annualized return.
COSZX
23.38%
5.36%
19.71%
19.99%
13.49%
12.96%
7.26%
FSKAX
0.92%
4.52%
-2.33%
13.47%
14.01%
14.69%
12.23%
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COSZX vs. FSKAX - Expense Ratio Comparison
COSZX has a 0.90% expense ratio, which is higher than FSKAX's 0.02% expense ratio.
Risk-Adjusted Performance
COSZX vs. FSKAX — Risk-Adjusted Performance Rank
COSZX
FSKAX
COSZX vs. FSKAX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Columbia Overseas Value Fund (COSZX) and Fidelity Total Market Index Fund (FSKAX). 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.
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Dividends
COSZX vs. FSKAX - Dividend Comparison
COSZX's dividend yield for the trailing twelve months is around 4.35%, more than FSKAX's 1.08% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
COSZX Columbia Overseas Value Fund | 4.35% | 5.37% | 3.97% | 1.88% | 3.60% | 1.69% | 3.82% | 3.88% | 3.41% | 1.98% | 2.27% | 3.53% |
FSKAX Fidelity Total Market Index Fund | 1.08% | 1.19% | 1.41% | 1.62% | 1.15% | 1.45% | 1.94% | 2.54% | 2.33% | 2.43% | 2.49% | 1.63% |
Drawdowns
COSZX vs. FSKAX - Drawdown Comparison
The maximum COSZX drawdown since its inception was -61.80%, which is greater than FSKAX's maximum drawdown of -35.01%. Use the drawdown chart below to compare losses from any high point for COSZX and FSKAX.
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Volatility
COSZX vs. FSKAX - Volatility Comparison
The current volatility for Columbia Overseas Value Fund (COSZX) is 2.61%, while Fidelity Total Market Index Fund (FSKAX) has a volatility of 4.86%. This indicates that COSZX experiences smaller price fluctuations and is considered to be less risky than FSKAX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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