COTZX vs. VWENX
Compare and contrast key facts about Columbia Thermostat Fund (COTZX) and Vanguard Wellington Fund Admiral Shares (VWENX).
COTZX is managed by Columbia Threadneedle. It was launched on Sep 24, 2002. VWENX is managed by Vanguard. It was launched on May 14, 2001.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: COTZX or VWENX.
Correlation
The correlation between COTZX and VWENX is 0.82, 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. VWENX - Performance Comparison
Loading data...
Key characteristics
COTZX:
1.37
VWENX:
0.80
COTZX:
2.11
VWENX:
1.18
COTZX:
1.30
VWENX:
1.17
COTZX:
0.87
VWENX:
0.83
COTZX:
7.71
VWENX:
3.35
COTZX:
1.57%
VWENX:
2.98%
COTZX:
9.16%
VWENX:
12.75%
COTZX:
-49.51%
VWENX:
-36.02%
COTZX:
-2.42%
VWENX:
-0.80%
Returns By Period
In the year-to-date period, COTZX achieves a 5.45% return, which is significantly higher than VWENX's 2.72% return. Over the past 10 years, COTZX has underperformed VWENX with an annualized return of 3.49%, while VWENX has yielded a comparatively higher 8.43% annualized return.
COTZX
5.45%
6.93%
5.35%
12.41%
6.98%
2.59%
3.49%
VWENX
2.72%
8.35%
2.75%
10.11%
10.64%
10.16%
8.43%
Compare stocks, funds, or ETFs
Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.
COTZX vs. VWENX - Expense Ratio Comparison
COTZX has a 0.24% expense ratio, which is higher than VWENX's 0.16% 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. VWENX — Risk-Adjusted Performance Rank
COTZX
VWENX
COTZX vs. VWENX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Columbia Thermostat Fund (COTZX) and Vanguard Wellington Fund Admiral Shares (VWENX). 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.
Loading data...
Dividends
COTZX vs. VWENX - Dividend Comparison
COTZX's dividend yield for the trailing twelve months is around 3.37%, less than VWENX's 10.66% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
COTZX Columbia Thermostat Fund | 3.37% | 3.55% | 2.74% | 2.32% | 1.85% | 1.74% | 1.98% | 2.26% | 3.74% | 0.78% | 2.27% | 2.19% |
VWENX Vanguard Wellington Fund Admiral Shares | 10.66% | 10.85% | 6.08% | 8.28% | 8.72% | 7.85% | 4.74% | 9.58% | 6.55% | 4.53% | 6.58% | 6.47% |
Drawdowns
COTZX vs. VWENX - Drawdown Comparison
The maximum COTZX drawdown since its inception was -49.51%, which is greater than VWENX's maximum drawdown of -36.02%. Use the drawdown chart below to compare losses from any high point for COTZX and VWENX. For additional features, visit the drawdowns tool.
Loading data...
Volatility
COTZX vs. VWENX - Volatility Comparison
The current volatility for Columbia Thermostat Fund (COTZX) is 3.17%, while Vanguard Wellington Fund Admiral Shares (VWENX) has a volatility of 3.57%. This indicates that COTZX experiences smaller price fluctuations and is considered to be less risky than VWENX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
Loading data...