CSMIX vs. CTCAX
Compare and contrast key facts about Columbia Small Cap Value Fund I (CSMIX) and Columbia Global Technology Growth Fund Class A (CTCAX).
CSMIX is managed by Columbia. It was launched on Jul 25, 1986. CTCAX is managed by Columbia. It was launched on Nov 9, 2000.
Performance
CSMIX vs. CTCAX - Performance Comparison
Loading graphics...
CSMIX vs. CTCAX - 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% |
CTCAX Columbia Global Technology Growth Fund Class A | -10.22% | 24.78% | 31.39% | 56.46% | -34.81% | 22.73% | 49.46% | 43.91% | -1.48% | 42.99% |
Returns By Period
In the year-to-date period, CSMIX achieves a -1.68% return, which is significantly higher than CTCAX's -10.22% return. Over the past 10 years, CSMIX has underperformed CTCAX with an annualized return of 10.52%, while CTCAX has yielded a comparatively higher 20.26% 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%
CTCAX
- 1D
- -1.69%
- 1M
- -9.75%
- YTD
- -10.22%
- 6M
- -8.54%
- 1Y
- 27.76%
- 3Y*
- 23.83%
- 5Y*
- 12.52%
- 10Y*
- 20.26%
Compare stocks, funds, or ETFs
Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.
CSMIX vs. CTCAX - Expense Ratio Comparison
CSMIX has a 1.26% expense ratio, which is higher than CTCAX's 1.18% expense ratio.
Return for Risk
CSMIX vs. CTCAX — Risk / Return Rank
CSMIX
CTCAX
CSMIX vs. CTCAX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Columbia Small Cap Value Fund I (CSMIX) and Columbia Global Technology Growth Fund Class A (CTCAX). 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 | CTCAX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.97 | 1.02 | -0.05 |
Sortino ratioReturn per unit of downside risk | 1.48 | 1.57 | -0.09 |
Omega ratioGain probability vs. loss probability | 1.19 | 1.22 | -0.02 |
Calmar ratioReturn relative to maximum drawdown | 1.28 | 1.67 | -0.39 |
Martin ratioReturn relative to average drawdown | 4.63 | 5.92 | -1.29 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
Loading graphics...
Sharpe Ratios by Period
| CSMIX | CTCAX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.97 | 1.02 | -0.05 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.35 | 0.49 | -0.14 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.44 | 0.82 | -0.38 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.47 | 0.70 | -0.23 |
Correlation
The correlation between CSMIX and CTCAX is 0.71, 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. CTCAX - Dividend Comparison
CSMIX's dividend yield for the trailing twelve months is around 14.47%, more than CTCAX's 3.66% 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% |
CTCAX Columbia Global Technology Growth Fund Class A | 3.66% | 3.29% | 1.08% | 2.36% | 3.53% | 4.15% | 0.91% | 2.55% | 5.82% | 3.52% | 0.36% | 1.80% |
Drawdowns
CSMIX vs. CTCAX - Drawdown Comparison
The maximum CSMIX drawdown since its inception was -53.37%, smaller than the maximum CTCAX drawdown of -61.04%. Use the drawdown chart below to compare losses from any high point for CSMIX and CTCAX.
Loading graphics...
Drawdown Indicators
| CSMIX | CTCAX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -53.37% | -61.04% | +7.67% |
Max Drawdown (1Y)Largest decline over 1 year | -14.79% | -14.43% | -0.36% |
Max Drawdown (5Y)Largest decline over 5 years | -25.98% | -39.55% | +13.57% |
Max Drawdown (10Y)Largest decline over 10 years | -48.42% | -39.55% | -8.87% |
Current DrawdownCurrent decline from peak | -10.23% | -14.43% | +4.20% |
Average DrawdownAverage peak-to-trough decline | -8.95% | -10.75% | +1.80% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 4.09% | 4.07% | +0.02% |
Volatility
CSMIX vs. CTCAX - Volatility Comparison
The current volatility for Columbia Small Cap Value Fund I (CSMIX) is 5.43%, while Columbia Global Technology Growth Fund Class A (CTCAX) has a volatility of 7.45%. This indicates that CSMIX experiences smaller price fluctuations and is considered to be less risky than CTCAX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
Loading graphics...
Volatility by Period
| CSMIX | CTCAX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 5.43% | 7.45% | -2.02% |
Volatility (6M)Calculated over the trailing 6-month period | 12.70% | 16.24% | -3.54% |
Volatility (1Y)Calculated over the trailing 1-year period | 22.51% | 27.00% | -4.49% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 21.57% | 25.81% | -4.24% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 23.92% | 24.66% | -0.74% |