CSMIX vs. FXAIX
Compare and contrast key facts about Columbia Small Cap Value Fund I (CSMIX) and Fidelity 500 Index Fund (FXAIX).
CSMIX is managed by Columbia Threadneedle. It was launched on Jul 25, 1986. FXAIX is managed by Fidelity.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: CSMIX or FXAIX.
Correlation
The correlation between CSMIX and FXAIX is 0.78, 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.
Performance
CSMIX vs. FXAIX - Performance Comparison
Key characteristics
CSMIX:
0.16
FXAIX:
2.20
CSMIX:
0.37
FXAIX:
2.93
CSMIX:
1.05
FXAIX:
1.41
CSMIX:
0.14
FXAIX:
3.26
CSMIX:
0.72
FXAIX:
14.39
CSMIX:
4.66%
FXAIX:
1.91%
CSMIX:
20.43%
FXAIX:
12.50%
CSMIX:
-63.25%
FXAIX:
-33.79%
CSMIX:
-17.63%
FXAIX:
-2.91%
Returns By Period
In the year-to-date period, CSMIX achieves a 0.51% return, which is significantly lower than FXAIX's 25.57% return. Over the past 10 years, CSMIX has underperformed FXAIX with an annualized return of 0.46%, while FXAIX has yielded a comparatively higher 12.86% annualized return.
CSMIX
0.51%
-4.74%
2.77%
1.53%
3.60%
0.46%
FXAIX
25.57%
0.00%
8.86%
26.21%
14.72%
12.86%
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CSMIX vs. FXAIX - Expense Ratio Comparison
CSMIX has a 1.26% expense ratio, which is higher than FXAIX's 0.02% expense ratio.
Risk-Adjusted Performance
CSMIX vs. FXAIX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Columbia Small Cap Value Fund I (CSMIX) and Fidelity 500 Index Fund (FXAIX). 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.
Dividends
CSMIX vs. FXAIX - Dividend Comparison
CSMIX has not paid dividends to shareholders, while FXAIX's dividend yield for the trailing twelve months is around 0.88%.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
CSMIX Columbia Small Cap Value Fund I | 0.00% | 0.56% | 0.35% | 0.16% | 0.42% | 0.46% | 0.41% | 0.01% | 0.37% | 0.34% | 0.42% | 0.63% |
FXAIX Fidelity 500 Index Fund | 0.88% | 1.45% | 1.69% | 1.22% | 1.60% | 1.95% | 2.07% | 1.81% | 2.01% | 2.56% | 2.63% | 1.84% |
Drawdowns
CSMIX vs. FXAIX - Drawdown Comparison
The maximum CSMIX drawdown since its inception was -63.25%, which is greater than FXAIX's maximum drawdown of -33.79%. Use the drawdown chart below to compare losses from any high point for CSMIX and FXAIX. For additional features, visit the drawdowns tool.
Volatility
CSMIX vs. FXAIX - Volatility Comparison
Columbia Small Cap Value Fund I (CSMIX) has a higher volatility of 6.67% compared to Fidelity 500 Index Fund (FXAIX) at 3.70%. This indicates that CSMIX's price experiences larger fluctuations and is considered to be riskier than FXAIX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.