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CSMIX vs. FCNTX
Performance
Risk-Adjusted Performance
Dividends
Drawdowns
Volatility

CSMIX vs. FCNTX

Last updated May 12, 2025

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.

Correlation

The correlation between CSMIX and FCNTX is 0.00. This indicates that the assets' prices tend to move in opposite directions. Negative correlation can be particularly beneficial for diversification and risk management, as one asset may offset the losses of the other during market fluctuations.

Performance

CSMIX vs. FCNTX - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in Columbia Small Cap Value Fund I (CSMIX) and Fidelity Contrafund Fund (FCNTX). The values are adjusted to include any dividend payments, if applicable.

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Key characteristics

Returns By Period

CSMIX

YTD

N/A

1M

N/A

6M

N/A

1Y

N/A

5Y*

N/A

10Y*

N/A

FCNTX

YTD

N/A

1M

N/A

6M

N/A

1Y

N/A

5Y*

N/A

10Y*

N/A

*Annualized

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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.

CSMIX
Columbia Small Cap Value Fund I
FCNTX
Fidelity Contrafund Fund

Risk-Adjusted Performance

CSMIX vs. FCNTX — Risk-Adjusted Performance Rank

Compare risk-adjusted metric ranks to identify better-performing investments over the past 12 months.
CSMIX
The Risk-Adjusted Performance Rank of CSMIX is 88
Overall Rank
The Sharpe Ratio Rank of CSMIX is 88
Sharpe Ratio Rank
The Sortino Ratio Rank of CSMIX is 88
Sortino Ratio Rank
The Omega Ratio Rank of CSMIX is 99
Omega Ratio Rank
The Calmar Ratio Rank of CSMIX is 88
Calmar Ratio Rank
The Martin Ratio Rank of CSMIX is 77
Martin Ratio Rank
FCNTX
The Risk-Adjusted Performance Rank of FCNTX is 5555
Overall Rank
The Sharpe Ratio Rank of FCNTX is 5252
Sharpe Ratio Rank
The Sortino Ratio Rank of FCNTX is 5454
Sortino Ratio Rank
The Omega Ratio Rank of FCNTX is 5454
Omega Ratio Rank
The Calmar Ratio Rank of FCNTX is 6464
Calmar Ratio Rank
The Martin Ratio Rank of FCNTX is 5353
Martin Ratio Rank
The risk-adjusted ranks indicate the investment's position relative to the market. A rank closer to 100 signifies top-performing investments, while a rank closer to 0 might suggest underperformance, based on the selected ratio. The values are calculated based on the past 12 months of returns.

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 0.57%, while FCNTX has not paid dividends to shareholders.

TTM20242023202220212020201920182017201620152014
CSMIX
Columbia Small Cap Value Fund I		0.57%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%
FCNTX
Fidelity Contrafund Fund		0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%

Drawdowns

CSMIX vs. FCNTX - Drawdown Comparison

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Volatility

CSMIX vs. FCNTX - Volatility Comparison

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