COTZX vs. FSKAX
Compare and contrast key facts about Columbia Thermostat Fund (COTZX) and Fidelity Total Market Index Fund (FSKAX).
COTZX is managed by Columbia Threadneedle. It was launched on Sep 24, 2002. FSKAX is managed by Fidelity.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: COTZX or FSKAX.
Correlation
The correlation between COTZX and FSKAX 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.
Performance
COTZX vs. FSKAX - Performance Comparison
Key characteristics
COTZX:
0.81
FSKAX:
2.03
COTZX:
1.10
FSKAX:
2.71
COTZX:
1.15
FSKAX:
1.38
COTZX:
0.33
FSKAX:
3.04
COTZX:
4.02
FSKAX:
12.79
COTZX:
1.36%
FSKAX:
2.05%
COTZX:
6.77%
FSKAX:
12.89%
COTZX:
-49.51%
FSKAX:
-35.01%
COTZX:
-9.91%
FSKAX:
-2.43%
Returns By Period
In the year-to-date period, COTZX achieves a 5.14% return, which is significantly lower than FSKAX's 25.79% return. Over the past 10 years, COTZX has underperformed FSKAX with an annualized return of 2.88%, while FSKAX has yielded a comparatively higher 12.27% annualized return.
COTZX
5.14%
-3.26%
1.71%
5.48%
3.28%
2.88%
FSKAX
25.79%
-0.49%
10.72%
26.16%
14.12%
12.27%
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COTZX vs. FSKAX - Expense Ratio Comparison
COTZX has a 0.24% expense ratio, which is higher than FSKAX's 0.02% expense ratio. However, both funds are considered low-cost compared to the broader market, where average expense ratios usually range from 0.3% to 0.9%.
Risk-Adjusted Performance
COTZX vs. FSKAX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Columbia Thermostat Fund (COTZX) 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.
Dividends
COTZX vs. FSKAX - Dividend Comparison
COTZX's dividend yield for the trailing twelve months is around 0.40%, more than FSKAX's 0.18% yield.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
COTZX Columbia Thermostat Fund | 0.40% | 2.74% | 2.32% | 1.85% | 1.74% | 1.98% | 2.26% | 3.74% | 0.78% | 2.27% | 2.19% | 2.03% |
FSKAX Fidelity Total Market Index Fund | 0.18% | 1.41% | 1.62% | 1.15% | 1.45% | 1.80% | 2.06% | 1.66% | 1.82% | 1.96% | 1.63% | 1.54% |
Drawdowns
COTZX vs. FSKAX - Drawdown Comparison
The maximum COTZX drawdown since its inception was -49.51%, which is greater than FSKAX's maximum drawdown of -35.01%. Use the drawdown chart below to compare losses from any high point for COTZX and FSKAX. For additional features, visit the drawdowns tool.
Volatility
COTZX vs. FSKAX - Volatility Comparison
The current volatility for Columbia Thermostat Fund (COTZX) is 3.29%, while Fidelity Total Market Index Fund (FSKAX) has a volatility of 4.00%. This indicates that COTZX 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.