CTCAX vs. FNCMX
Compare and contrast key facts about Columbia Global Technology Growth Fund Class A (CTCAX) and Fidelity NASDAQ Composite Index Fund (FNCMX).
CTCAX is managed by Columbia. It was launched on Nov 9, 2000. FNCMX is managed by Fidelity.
Performance
CTCAX vs. FNCMX - Performance Comparison
Loading graphics...
CTCAX vs. FNCMX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
CTCAX Columbia Global Technology Growth Fund Class A | -4.50% | 24.78% | 31.39% | 56.46% | -34.81% | 22.73% | 49.46% | 43.91% | -1.48% | 42.99% |
FNCMX Fidelity NASDAQ Composite Index Fund | -5.75% | 21.11% | 29.48% | 45.13% | -32.40% | 22.21% | 44.57% | 36.63% | -3.07% | 28.35% |
Returns By Period
In the year-to-date period, CTCAX achieves a -4.50% return, which is significantly higher than FNCMX's -5.75% return. Over the past 10 years, CTCAX has outperformed FNCMX with an annualized return of 21.07%, while FNCMX has yielded a comparatively lower 17.07% annualized return.
CTCAX
- 1D
- 0.11%
- 1M
- -3.70%
- YTD
- -4.50%
- 6M
- -3.90%
- 1Y
- 43.32%
- 3Y*
- 26.56%
- 5Y*
- 13.32%
- 10Y*
- 21.07%
FNCMX
- 1D
- 0.18%
- 1M
- -4.02%
- YTD
- -5.75%
- 6M
- -3.72%
- 1Y
- 32.97%
- 3Y*
- 22.48%
- 5Y*
- 11.09%
- 10Y*
- 17.07%
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. FNCMX - Expense Ratio Comparison
CTCAX has a 1.18% expense ratio, which is higher than FNCMX's 0.29% expense ratio.
Return for Risk
CTCAX vs. FNCMX — Risk / Return Rank
CTCAX
FNCMX
CTCAX vs. FNCMX - 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 NASDAQ Composite Index Fund (FNCMX). 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 | FNCMX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 1.23 | 1.08 | +0.15 |
Sortino ratioReturn per unit of downside risk | 1.84 | 1.68 | +0.16 |
Omega ratioGain probability vs. loss probability | 1.26 | 1.24 | +0.02 |
Calmar ratioReturn relative to maximum drawdown | 2.40 | 1.97 | +0.42 |
Martin ratioReturn relative to average drawdown | 8.24 | 7.08 | +1.15 |
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 | FNCMX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.23 | 1.08 | +0.15 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.52 | 0.50 | +0.02 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.86 | 0.78 | +0.08 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.71 | 0.54 | +0.18 |
Correlation
The correlation between CTCAX and FNCMX is 0.93, 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. FNCMX - Dividend Comparison
CTCAX's dividend yield for the trailing twelve months is around 3.44%, more than FNCMX's 0.55% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
CTCAX Columbia Global Technology Growth Fund Class A | 3.44% | 3.29% | 1.08% | 2.36% | 3.53% | 4.15% | 0.91% | 2.55% | 5.82% | 3.52% | 0.36% | 1.80% |
FNCMX Fidelity NASDAQ Composite Index Fund | 0.55% | 0.51% | 0.61% | 0.67% | 0.88% | 0.47% | 0.67% | 4.41% | 1.93% | 0.03% | 1.01% | 1.50% |
Drawdowns
CTCAX vs. FNCMX - Drawdown Comparison
The maximum CTCAX drawdown since its inception was -61.04%, which is greater than FNCMX's maximum drawdown of -55.08%. Use the drawdown chart below to compare losses from any high point for CTCAX and FNCMX.
Loading graphics...
Drawdown Indicators
| CTCAX | FNCMX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -61.04% | -55.08% | -5.96% |
Max Drawdown (1Y)Largest decline over 1 year | -14.43% | -13.01% | -1.42% |
Max Drawdown (5Y)Largest decline over 5 years | -39.55% | -35.64% | -3.91% |
Max Drawdown (10Y)Largest decline over 10 years | -39.55% | -35.64% | -3.91% |
Current DrawdownCurrent decline from peak | -8.98% | -8.46% | -0.52% |
Average DrawdownAverage peak-to-trough decline | -10.75% | -7.91% | -2.84% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 4.20% | 3.69% | +0.51% |
Volatility
CTCAX vs. FNCMX - Volatility Comparison
Columbia Global Technology Growth Fund Class A (CTCAX) has a higher volatility of 8.75% compared to Fidelity NASDAQ Composite Index Fund (FNCMX) at 6.92%. This indicates that CTCAX's price experiences larger fluctuations and is considered to be riskier than FNCMX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
Loading graphics...
Volatility by Period
| CTCAX | FNCMX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 8.75% | 6.92% | +1.83% |
Volatility (6M)Calculated over the trailing 6-month period | 16.90% | 13.09% | +3.81% |
Volatility (1Y)Calculated over the trailing 1-year period | 27.33% | 23.32% | +4.01% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 25.85% | 22.46% | +3.39% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 24.70% | 22.00% | +2.70% |