Correlation
The correlation between CSMIX and FCNTX is 0.77, 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.
CSMIX vs. FCNTX
Compare and contrast key facts about Columbia Small Cap Value Fund I (CSMIX) and Fidelity Contrafund Fund (FCNTX).
CSMIX is managed by Columbia Threadneedle. It was launched on Jul 25, 1986. FCNTX is managed by Fidelity. It was launched on May 17, 1967.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: CSMIX or FCNTX.
Performance
CSMIX vs. FCNTX - Performance Comparison
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Key characteristics
CSMIX:
0.09
FCNTX:
0.80
CSMIX:
0.22
FCNTX:
1.23
CSMIX:
1.03
FCNTX:
1.17
CSMIX:
0.03
FCNTX:
0.89
CSMIX:
0.10
FCNTX:
3.00
CSMIX:
8.88%
FCNTX:
5.84%
CSMIX:
23.79%
FCNTX:
22.19%
CSMIX:
-56.88%
FCNTX:
-49.03%
CSMIX:
-12.49%
FCNTX:
-3.19%
Returns By Period
In the year-to-date period, CSMIX achieves a -5.80% return, which is significantly lower than FCNTX's 4.76% return. Over the past 10 years, CSMIX has underperformed FCNTX with an annualized return of 8.03%, while FCNTX has yielded a comparatively higher 15.28% annualized return.
CSMIX
-5.80%
5.95%
-11.73%
2.03%
6.31%
15.58%
8.03%
FCNTX
4.76%
8.22%
4.41%
17.72%
21.63%
17.67%
15.28%
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CSMIX vs. FCNTX - Expense Ratio Comparison
CSMIX has a 1.26% expense ratio, which is higher than FCNTX's 0.39% expense ratio.
Risk-Adjusted Performance
CSMIX vs. FCNTX — Risk-Adjusted Performance Rank
CSMIX
FCNTX
CSMIX vs. FCNTX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Columbia Small Cap Value Fund I (CSMIX) and Fidelity Contrafund Fund (FCNTX). 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
CSMIX vs. FCNTX - Dividend Comparison
CSMIX's dividend yield for the trailing twelve months is around 7.09%, more than FCNTX's 4.77% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
CSMIX Columbia Small Cap Value Fund I | 7.09% | 6.67% | 7.56% | 6.02% | 13.34% | 0.50% | 3.58% | 9.79% | 11.57% | 11.58% | 12.73% | 15.70% |
FCNTX Fidelity Contrafund Fund | 4.77% | 4.19% | 4.26% | 13.65% | 10.80% | 8.01% | 4.16% | 9.14% | 6.08% | 3.81% | 5.33% | 7.29% |
Drawdowns
CSMIX vs. FCNTX - Drawdown Comparison
The maximum CSMIX drawdown since its inception was -56.88%, which is greater than FCNTX's maximum drawdown of -49.03%. Use the drawdown chart below to compare losses from any high point for CSMIX and FCNTX.
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Volatility
CSMIX vs. FCNTX - Volatility Comparison
Columbia Small Cap Value Fund I (CSMIX) has a higher volatility of 6.42% compared to Fidelity Contrafund Fund (FCNTX) at 5.14%. This indicates that CSMIX's price experiences larger fluctuations and is considered to be riskier than FCNTX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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