CSTAX vs. CMCSA
CSTAX (American Funds College 2027 Fund) is Diversified Portfolio fund managed by American Funds, while CMCSA (Comcast Corporation) is a stock. Over the past 10 years, CSTAX returned 4.77%/yr vs 0.48%/yr for CMCSA. Their 0.46 correlation means their historical movements had little consistent relationship.
Performance
CSTAX vs. CMCSA - Performance Comparison
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Returns By Period
In the year-to-date period, CSTAX achieves a 1.47% return, which is significantly higher than CMCSA's -6.11% return. Over the past 10 years, CSTAX has outperformed CMCSA with an annualized return of 4.77%, while CMCSA has yielded a comparatively lower 0.48% annualized return.
CSTAX
- 1D
- 0.08%
- 1M
- -0.32%
- 6M
- 0.81%
- YTD
- 1.47%
- 1Y
- 4.77%
- 3Y*
- 6.50%
- 5Y*
- 2.65%
- 10Y*
- 4.77%
- ALL TIME*
- 5.59%
CMCSA
- 1D
- 1.23%
- 1M
- 0.71%
- 6M
- -17.42%
- YTD
- -6.11%
- 1Y
- -12.79%
- 3Y*
- -12.65%
- 5Y*
- -11.56%
- 10Y*
- 0.48%
- ALL TIME*
- 9.78%
Liquidity Comparison
| Position | Avg. Volume Value (2W) | Avg. Volume Value (1M) | Avg. Volume Value (3M) |
|---|---|---|---|
CMCSA Comcast Corporation | $874.68M | $810.14M | $870.96M |
| $0.00 | $0.00 | $0.00 |
CSTAX vs. CMCSA - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
CSTAX American Funds College 2027 Fund | 1.47% | 9.00% | 5.57% | 6.57% | -9.87% | 6.52% | 7.66% | 13.35% | -2.23% | 11.77% |
CMCSA Comcast Corporation | -6.11% | -17.35% | -11.84% | 29.08% | -28.68% | -2.22% | 19.13% | 34.04% | -12.71% | 17.45% |
Correlation
The correlation between CSTAX and CMCSA is 0.15, which is low. Their historical price movements had little consistent relationship.
| Correlation | |
|---|---|
Correlation (1Y) Focuses on recent behavior, but can change the most. | 0.15 |
Correlation (3Y) Balances recent behavior with more history. | 0.23 |
Correlation (5Y) Shows whether the relationship held over a longer period. | 0.33 |
Correlation (10Y) Provides a long-term view across more market conditions. | 0.41 |
Correlation (All Time) Calculated using the full available price history since Jan 2, 2013 | 0.46 |
Over the past year, the correlation between CSTAX and CMCSA has dropped to 0.15 - well below their long-term average of 0.46, suggesting their price drivers have been diverging.
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Return for Risk
CSTAX vs. CMCSA — Risk / Return Rank
CSTAX
CMCSA
CSTAX vs. CMCSA - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for American Funds College 2027 Fund (CSTAX) and Comcast Corporation (CMCSA). 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.
Values are calculated on a 1-year rolling basis and updated daily. Risk-adjusted metrics are more stable over longer periods — use the period switch above to explore them.
| CSTAX | CMCSA | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | +2.12 | ||
| Sortino ratioReturn per unit of downside risk | +2.87 | ||
| Omega ratioGain probability vs. loss probability | 1.31 | 0.94 | +0.38 |
| Calmar ratioReturn relative to maximum drawdown | 1.89 | -0.48 | +2.36 |
| Martin ratioReturn relative to average drawdown | 7.07 | -0.94 | +8.01 |
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Drawdowns
CSTAX vs. CMCSA - Drawdown Comparison
The maximum CSTAX drawdown since its inception was -14.52%, smaller than the maximum CMCSA drawdown of -67.89%. Use the drawdown chart below to compare losses from any high point for CSTAX and CMCSA.
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Drawdown Indicators
| CSTAX | CMCSA | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -14.52% | -67.89% | +53.37% |
Max Drawdown (1Y)Largest decline over 1 year | -2.72% | -30.80% | +28.08% |
Max Drawdown (3Y)Largest decline over 3 years | -4.23% | -41.66% | +37.43% |
Max Drawdown (5Y)Largest decline over 5 years | -14.52% | -52.83% | +38.31% |
Max Drawdown (10Y)Largest decline over 10 years | -14.52% | -52.83% | +38.31% |
Current DrawdownCurrent decline from peak | -0.40% | -48.44% | +48.04% |
Average DrawdownAverage peak-to-trough decline | -2.32% | -24.71% | +22.39% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 0.72% | 15.55% | -14.83% |
Volatility
CSTAX vs. CMCSA - Volatility Comparison
The current volatility for American Funds College 2027 Fund (CSTAX) is 0.77%, while Comcast Corporation (CMCSA) has a volatility of 12.24%. This indicates that CSTAX experiences smaller price fluctuations and is considered to be less risky than CMCSA based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| CSTAX | CMCSA | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 0.77% | 12.24% | -11.47% |
Volatility (6M)Calculated over the trailing 6-month period | 2.54% | 25.68% | -23.14% |
Volatility (1Y)Calculated over the trailing 1-year period | 3.11% | 31.44% | -28.33% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 5.16% | 27.58% | -22.42% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 5.70% | 26.83% | -21.13% |
Dividends
CSTAX vs. CMCSA - Dividend Comparison
CSTAX's dividend yield for the trailing twelve months is around 5.19%, less than CMCSA's 12.20% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
CMCSA Comcast Corporation | 12.20% | 4.35% | 3.25% | 2.60% | 3.03% | 1.95% | 1.72% | 1.40% | 2.69% | 1.18% | 1.96% | 1.73% |
CSTAX American Funds College 2027 Fund | 5.19% | 5.26% | 3.78% | 3.17% | 3.40% | 7.52% | 5.72% | 4.00% | 4.78% | 3.90% | 4.34% | 4.49% |
Frequently Asked Questions
CSTAX and CMCSA have a correlation of 0.15, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
CMCSA has higher volatility (12.24%) compared to CSTAX (0.77%). In terms of maximum drawdown, CSTAX dropped -14.52% vs CMCSA's -67.89%.
CSTAX currently has the higher Sharpe Ratio (1.65 vs -0.47), meaning it's delivered slightly more return per unit of risk over the trailing 12 months. However, this ranking shifts over time - use the Risk/Return Score above for a more comprehensive view that combines Sharpe, Sortino, and other measures used by quantitative funds.
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