Correlation
The correlation between CREEX and VGSLX is 0.65, which is considered to be moderate. This suggests that the two assets have some degree of positive relationship in their price movements. Moderate correlation can be acceptable for portfolio diversification, offering a balance between risk and potential returns.
CREEX vs. VGSLX
Compare and contrast key facts about Columbia Real Estate Equity Fund (CREEX) and Vanguard Real Estate Index Fund Admiral Shares (VGSLX).
CREEX is managed by Columbia Threadneedle. It was launched on Apr 4, 1994. VGSLX is managed by Vanguard. It was launched on Nov 12, 2001.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: CREEX or VGSLX.
Performance
CREEX vs. VGSLX - Performance Comparison
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Key characteristics
CREEX:
0.66
VGSLX:
0.66
CREEX:
1.25
VGSLX:
1.26
CREEX:
1.17
VGSLX:
1.17
CREEX:
0.79
VGSLX:
0.68
CREEX:
2.37
VGSLX:
2.69
CREEX:
6.66%
VGSLX:
5.83%
CREEX:
18.33%
VGSLX:
18.09%
CREEX:
-70.78%
VGSLX:
-74.07%
CREEX:
-8.77%
VGSLX:
-12.23%
Returns By Period
In the year-to-date period, CREEX achieves a 0.00% return, which is significantly lower than VGSLX's 1.40% return. Over the past 10 years, CREEX has outperformed VGSLX with an annualized return of 6.33%, while VGSLX has yielded a comparatively lower 5.62% annualized return.
CREEX
0.00%
0.41%
-6.85%
12.06%
3.73%
7.40%
6.33%
VGSLX
1.40%
-0.38%
-5.73%
11.92%
0.97%
5.59%
5.62%
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CREEX vs. VGSLX - Expense Ratio Comparison
CREEX has a 1.01% expense ratio, which is higher than VGSLX's 0.12% expense ratio.
Risk-Adjusted Performance
CREEX vs. VGSLX — Risk-Adjusted Performance Rank
CREEX
VGSLX
CREEX vs. VGSLX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Columbia Real Estate Equity Fund (CREEX) and Vanguard Real Estate Index Fund Admiral Shares (VGSLX). 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
CREEX vs. VGSLX - Dividend Comparison
CREEX's dividend yield for the trailing twelve months is around 10.13%, more than VGSLX's 4.06% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
CREEX Columbia Real Estate Equity Fund | 10.13% | 10.13% | 32.33% | 5.92% | 6.41% | 7.50% | 12.02% | 8.22% | 15.47% | 4.75% | 8.59% | 5.04% |
VGSLX Vanguard Real Estate Index Fund Admiral Shares | 4.06% | 3.85% | 3.96% | 3.91% | 2.56% | 3.92% | 3.39% | 4.73% | 4.23% | 4.82% | 3.92% | 3.60% |
Drawdowns
CREEX vs. VGSLX - Drawdown Comparison
The maximum CREEX drawdown since its inception was -70.78%, roughly equal to the maximum VGSLX drawdown of -74.07%. Use the drawdown chart below to compare losses from any high point for CREEX and VGSLX.
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Volatility
CREEX vs. VGSLX - Volatility Comparison
Columbia Real Estate Equity Fund (CREEX) and Vanguard Real Estate Index Fund Admiral Shares (VGSLX) have volatilities of 4.90% and 4.78%, respectively, indicating that both stocks experience similar levels of price fluctuations. This suggests that the risk associated with both stocks, as measured by volatility, is nearly the same. The chart below showcases a comparison of their rolling one-month volatility.
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