CSMIX vs. CDDYX
Compare and contrast key facts about Columbia Small Cap Value Fund I (CSMIX) and Columbia Dividend Income Fund Institutional 3 Class (CDDYX).
CSMIX is managed by Columbia. It was launched on Jul 25, 1986. CDDYX is managed by Columbia. It was launched on Nov 8, 2012.
Performance
CSMIX vs. CDDYX - Performance Comparison
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CSMIX vs. CDDYX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
CSMIX Columbia Small Cap Value Fund I | -1.68% | 14.65% | 8.66% | 21.42% | -8.87% | 28.95% | 7.82% | 21.01% | -18.37% | 13.77% |
CDDYX Columbia Dividend Income Fund Institutional 3 Class | 1.65% | 15.95% | 15.17% | 10.65% | -4.84% | 26.43% | 7.92% | 28.74% | -4.27% | 20.34% |
Returns By Period
In the year-to-date period, CSMIX achieves a -1.68% return, which is significantly lower than CDDYX's 1.65% return. Over the past 10 years, CSMIX has underperformed CDDYX with an annualized return of 10.52%, while CDDYX has yielded a comparatively higher 12.13% annualized return.
CSMIX
- 1D
- -0.09%
- 1M
- -7.18%
- YTD
- -1.68%
- 6M
- 2.47%
- 1Y
- 22.20%
- 3Y*
- 13.53%
- 5Y*
- 7.44%
- 10Y*
- 10.52%
CDDYX
- 1D
- 0.03%
- 1M
- -5.46%
- YTD
- 1.65%
- 6M
- 4.20%
- 1Y
- 14.89%
- 3Y*
- 14.58%
- 5Y*
- 10.65%
- 10Y*
- 12.13%
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CSMIX vs. CDDYX - Expense Ratio Comparison
CSMIX has a 1.26% expense ratio, which is higher than CDDYX's 0.55% expense ratio.
Return for Risk
CSMIX vs. CDDYX — Risk / Return Rank
CSMIX
CDDYX
CSMIX vs. CDDYX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Columbia Small Cap Value Fund I (CSMIX) and Columbia Dividend Income Fund Institutional 3 Class (CDDYX). 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.
| CSMIX | CDDYX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.97 | 1.20 | -0.23 |
Sortino ratioReturn per unit of downside risk | 1.48 | 1.70 | -0.22 |
Omega ratioGain probability vs. loss probability | 1.19 | 1.26 | -0.07 |
Calmar ratioReturn relative to maximum drawdown | 1.28 | 1.47 | -0.19 |
Martin ratioReturn relative to average drawdown | 4.63 | 6.88 | -2.24 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
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Sharpe Ratios by Period
| CSMIX | CDDYX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.97 | 1.20 | -0.23 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.35 | 0.81 | -0.46 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.44 | 0.78 | -0.33 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.47 | 0.85 | -0.38 |
Correlation
The correlation between CSMIX and CDDYX is 0.76, 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.
Dividends
CSMIX vs. CDDYX - Dividend Comparison
CSMIX's dividend yield for the trailing twelve months is around 14.47%, more than CDDYX's 5.29% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
CSMIX Columbia Small Cap Value Fund I | 14.47% | 14.23% | 6.67% | 7.57% | 6.02% | 13.34% | 0.50% | 3.58% | 9.79% | 11.56% | 11.58% | 12.73% |
CDDYX Columbia Dividend Income Fund Institutional 3 Class | 5.29% | 5.33% | 5.99% | 4.96% | 3.90% | 2.93% | 1.85% | 3.28% | 7.65% | 4.03% | 3.84% | 8.35% |
Drawdowns
CSMIX vs. CDDYX - Drawdown Comparison
The maximum CSMIX drawdown since its inception was -53.37%, which is greater than CDDYX's maximum drawdown of -32.74%. Use the drawdown chart below to compare losses from any high point for CSMIX and CDDYX.
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Drawdown Indicators
| CSMIX | CDDYX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -53.37% | -32.74% | -20.63% |
Max Drawdown (1Y)Largest decline over 1 year | -14.79% | -10.17% | -4.62% |
Max Drawdown (5Y)Largest decline over 5 years | -25.98% | -16.91% | -9.07% |
Max Drawdown (10Y)Largest decline over 10 years | -48.42% | -32.74% | -15.68% |
Current DrawdownCurrent decline from peak | -10.23% | -5.46% | -4.77% |
Average DrawdownAverage peak-to-trough decline | -8.95% | -2.79% | -6.16% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 4.09% | 2.18% | +1.91% |
Volatility
CSMIX vs. CDDYX - Volatility Comparison
Columbia Small Cap Value Fund I (CSMIX) has a higher volatility of 5.43% compared to Columbia Dividend Income Fund Institutional 3 Class (CDDYX) at 2.92%. This indicates that CSMIX's price experiences larger fluctuations and is considered to be riskier than CDDYX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| CSMIX | CDDYX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 5.43% | 2.92% | +2.51% |
Volatility (6M)Calculated over the trailing 6-month period | 12.70% | 6.83% | +5.87% |
Volatility (1Y)Calculated over the trailing 1-year period | 22.51% | 13.61% | +8.90% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 21.57% | 13.29% | +8.28% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 23.92% | 15.68% | +8.24% |