COTZX vs. VWINX

In the year-to-date period, COTZX achieves a 5.45% return, which is significantly higher than VWINX's 2.91% return. Over the past 10 years, COTZX has underperformed VWINX with an annualized return of 3.49%, while VWINX has yielded a comparatively higher 5.32% annualized return.

Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.

COTZX has a 0.24% expense ratio, which is higher than VWINX's 0.23% 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%.

This table presents a comparison of risk-adjusted performance metrics for Columbia Thermostat Fund (COTZX) and Vanguard Wellesley Income Fund Investor Shares (VWINX). 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.

The current COTZX Sharpe Ratio is 1.37, which is higher than the VWINX Sharpe Ratio of 0.89. The chart below compares the historical Sharpe Ratios of COTZX and VWINX, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.

COTZX's dividend yield for the trailing twelve months is around 3.37%, less than VWINX's 6.56% yield.

The maximum COTZX drawdown since its inception was -49.51%, which is greater than VWINX's maximum drawdown of -21.72%. Use the drawdown chart below to compare losses from any high point for COTZX and VWINX. For additional features, visit the drawdowns tool.

Columbia Thermostat Fund (COTZX) has a higher volatility of 3.17% compared to Vanguard Wellesley Income Fund Investor Shares (VWINX) at 2.10%. This indicates that COTZX's price experiences larger fluctuations and is considered to be riskier than VWINX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.