CTCAX vs. FELAX
Compare and contrast key facts about Columbia Global Technology Growth Fund Class A (CTCAX) and Fidelity Advisor Semiconductors Fund Class A (FELAX).
CTCAX is managed by Columbia. It was launched on Nov 9, 2000. FELAX is managed by Fidelity. It was launched on Dec 27, 2000.
Performance
CTCAX vs. FELAX - Performance Comparison
Loading graphics...
CTCAX vs. FELAX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
CTCAX Columbia Global Technology Growth Fund Class A | -4.61% | 24.78% | 31.39% | 56.46% | -34.81% | 22.73% | 49.46% | 43.91% | -1.48% | 42.99% |
FELAX Fidelity Advisor Semiconductors Fund Class A | 10.24% | 44.88% | 43.74% | 75.08% | -35.07% | 57.50% | 43.57% | 63.76% | -12.76% | 34.12% |
Returns By Period
In the year-to-date period, CTCAX achieves a -4.61% return, which is significantly lower than FELAX's 10.24% return. Over the past 10 years, CTCAX has underperformed FELAX with an annualized return of 20.99%, while FELAX has yielded a comparatively higher 30.86% annualized return.
CTCAX
- 1D
- 1.59%
- 1M
- -2.36%
- YTD
- -4.61%
- 6M
- -4.22%
- 1Y
- 33.39%
- 3Y*
- 26.36%
- 5Y*
- 13.29%
- 10Y*
- 20.99%
FELAX
- 1D
- 2.62%
- 1M
- 2.34%
- YTD
- 10.24%
- 6M
- 15.55%
- 1Y
- 90.94%
- 3Y*
- 42.48%
- 5Y*
- 29.37%
- 10Y*
- 30.86%
Compare stocks, funds, or ETFs
Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.
CTCAX vs. FELAX - Expense Ratio Comparison
CTCAX has a 1.18% expense ratio, which is higher than FELAX's 1.01% expense ratio.
Return for Risk
CTCAX vs. FELAX — Risk / Return Rank
CTCAX
FELAX
CTCAX vs. FELAX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Columbia Global Technology Growth Fund Class A (CTCAX) and Fidelity Advisor Semiconductors Fund Class A (FELAX). 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.
| CTCAX | FELAX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 1.27 | 2.33 | -1.06 |
Sortino ratioReturn per unit of downside risk | 1.88 | 2.92 | -1.04 |
Omega ratioGain probability vs. loss probability | 1.26 | 1.41 | -0.15 |
Calmar ratioReturn relative to maximum drawdown | 2.48 | 5.54 | -3.06 |
Martin ratioReturn relative to average drawdown | 8.59 | 20.87 | -12.28 |
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
| CTCAX | FELAX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.27 | 2.33 | -1.06 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.52 | 0.78 | -0.26 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.85 | 0.90 | -0.05 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.71 | 0.41 | +0.31 |
Correlation
The correlation between CTCAX and FELAX is 0.89, 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
CTCAX vs. FELAX - Dividend Comparison
CTCAX's dividend yield for the trailing twelve months is around 3.45%, less than FELAX's 6.32% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
CTCAX Columbia Global Technology Growth Fund Class A | 3.45% | 3.29% | 1.08% | 2.36% | 3.53% | 4.15% | 0.91% | 2.55% | 5.82% | 3.52% | 0.36% | 1.80% |
FELAX Fidelity Advisor Semiconductors Fund Class A | 6.32% | 6.96% | 7.02% | 3.40% | 3.32% | 4.34% | 4.51% | 1.00% | 20.15% | 9.67% | 0.36% | 10.71% |
Drawdowns
CTCAX vs. FELAX - Drawdown Comparison
The maximum CTCAX drawdown since its inception was -61.04%, smaller than the maximum FELAX drawdown of -71.33%. Use the drawdown chart below to compare losses from any high point for CTCAX and FELAX.
Loading graphics...
Drawdown Indicators
| CTCAX | FELAX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -61.04% | -71.33% | +10.29% |
Max Drawdown (1Y)Largest decline over 1 year | -14.43% | -14.66% | +0.23% |
Max Drawdown (5Y)Largest decline over 5 years | -39.55% | -46.15% | +6.60% |
Max Drawdown (10Y)Largest decline over 10 years | -39.55% | -46.15% | +6.60% |
Current DrawdownCurrent decline from peak | -9.09% | -6.18% | -2.91% |
Average DrawdownAverage peak-to-trough decline | -10.75% | -22.02% | +11.27% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 4.16% | 4.54% | -0.38% |
Volatility
CTCAX vs. FELAX - Volatility Comparison
The current volatility for Columbia Global Technology Growth Fund Class A (CTCAX) is 8.91%, while Fidelity Advisor Semiconductors Fund Class A (FELAX) has a volatility of 12.33%. This indicates that CTCAX experiences smaller price fluctuations and is considered to be less risky than FELAX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
Loading graphics...
Volatility by Period
| CTCAX | FELAX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 8.91% | 12.33% | -3.42% |
Volatility (6M)Calculated over the trailing 6-month period | 16.92% | 25.75% | -8.83% |
Volatility (1Y)Calculated over the trailing 1-year period | 27.35% | 40.25% | -12.90% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 25.86% | 38.06% | -12.20% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 24.70% | 34.41% | -9.71% |