DFDPX vs. CTCAX
DFDPX (DF Dent Premier Growth Fund) and CTCAX (Columbia Global Technology Growth Fund Class A) are both mutual funds - DFDPX is a Large Cap Growth Equities fund managed by DF Dent Funds, while CTCAX is a Technology Equities fund managed by Columbia. Over the past 10 years, DFDPX returned 12.00%/yr vs 22.83%/yr for CTCAX. Their correlation of 0.84 means they have usually moved in the same direction. DFDPX charges 0.99%/yr vs 1.18%/yr for CTCAX.
Performance
DFDPX vs. CTCAX - Performance Comparison
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Returns By Period
In the year-to-date period, DFDPX achieves a -1.24% return, which is significantly lower than CTCAX's 18.39% return. Over the past 10 years, DFDPX has underperformed CTCAX with an annualized return of 12.00%, while CTCAX has yielded a comparatively higher 22.83% annualized return.
DFDPX
- 1D
- 1.08%
- 1M
- -0.73%
- 6M
- 0.63%
- YTD
- -1.24%
- 1Y
- -1.04%
- 3Y*
- 8.62%
- 5Y*
- 2.00%
- 10Y*
- 12.00%
- ALL TIME*
- 9.42%
CTCAX
- 1D
- 5.75%
- 1M
- -3.72%
- 6M
- 16.09%
- YTD
- 18.39%
- 1Y
- 32.88%
- 3Y*
- 27.89%
- 5Y*
- 16.25%
- 10Y*
- 22.83%
- ALL TIME*
- 17.93%
Liquidity Comparison
| Position | Avg. Volume Value (2W) | Avg. Volume Value (1M) | Avg. Volume Value (3M) |
|---|---|---|---|
| $0.00 | $0.00 | $0.00 | |
| $0.00 | $0.00 | $0.00 |
DFDPX vs. CTCAX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
DFDPX DF Dent Premier Growth Fund | -1.24% | 6.88% | 14.77% | 24.60% | -28.05% | 17.01% | 28.33% | 42.94% | 1.71% | 31.97% |
CTCAX Columbia Global Technology Growth Fund Class A | 18.39% | 24.78% | 31.39% | 56.46% | -34.81% | 22.73% | 49.46% | 43.91% | -1.48% | 42.99% |
Correlation
The correlation between DFDPX and CTCAX is 0.55, which is moderate. They have sometimes moved together and sometimes differently, sharing some price drivers without tracking each other closely.
| Correlation | |
|---|---|
Correlation (1Y) Focuses on recent behavior, but can change the most. | 0.55 |
Correlation (3Y) Balances recent behavior with more history. | 0.66 |
Correlation (5Y) Shows whether the relationship held over a longer period. | 0.78 |
Correlation (10Y) Provides a long-term view across more market conditions. | 0.81 |
Correlation (All Time) Calculated using the full available price history since Oct 31, 2002 | 0.84 |
Over the past year, the correlation between DFDPX and CTCAX has dropped to 0.55 - well below their long-term average of 0.84, suggesting their price drivers have been diverging.
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Return for Risk
DFDPX vs. CTCAX — Risk / Return Rank
DFDPX
CTCAX
DFDPX vs. CTCAX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for DF Dent Premier Growth Fund (DFDPX) and Columbia Global Technology Growth Fund Class A (CTCAX). 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.
| DFDPX | CTCAX | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | -1.31 | ||
| Sortino ratioReturn per unit of downside risk | -1.75 | ||
| Omega ratioGain probability vs. loss probability | 0.98 | 1.20 | -0.22 |
| Calmar ratioReturn relative to maximum drawdown | -0.15 | 1.94 | -2.09 |
| Martin ratioReturn relative to average drawdown | -0.40 | 6.18 | -6.58 |
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Drawdowns
DFDPX vs. CTCAX - Drawdown Comparison
The maximum DFDPX drawdown since its inception was -58.16%, roughly equal to the maximum CTCAX drawdown of -61.04%. Use the drawdown chart below to compare losses from any high point for DFDPX and CTCAX.
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Drawdown Indicators
| DFDPX | CTCAX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -58.16% | -61.04% | +2.88% |
Max Drawdown (1Y)Largest decline over 1 year | -18.08% | -15.22% | -2.86% |
Max Drawdown (3Y)Largest decline over 3 years | -18.28% | -26.67% | +8.39% |
Max Drawdown (5Y)Largest decline over 5 years | -35.38% | -39.55% | +4.17% |
Max Drawdown (10Y)Largest decline over 10 years | -35.38% | -39.55% | +4.17% |
Current DrawdownCurrent decline from peak | -5.02% | -10.35% | +5.33% |
Average DrawdownAverage peak-to-trough decline | -8.72% | -10.65% | +1.93% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 6.89% | 4.77% | +2.12% |
Volatility
DFDPX vs. CTCAX - Volatility Comparison
The current volatility for DF Dent Premier Growth Fund (DFDPX) is 4.37%, while Columbia Global Technology Growth Fund Class A (CTCAX) has a volatility of 10.69%. This indicates that DFDPX experiences smaller price fluctuations and is considered to be less risky than CTCAX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| DFDPX | CTCAX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 4.37% | 10.69% | -6.32% |
Volatility (6M)Calculated over the trailing 6-month period | 12.04% | 22.57% | -10.53% |
Volatility (1Y)Calculated over the trailing 1-year period | 14.87% | 26.35% | -11.48% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 22.31% | 26.92% | -4.61% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 21.12% | 25.27% | -4.15% |
DFDPX vs. CTCAX - Expense Ratio Comparison
DFDPX has a 0.99% expense ratio, which is lower than CTCAX's 1.18% expense ratio.
Dividends
DFDPX vs. CTCAX - Dividend Comparison
DFDPX's dividend yield for the trailing twelve months is around 7.45%, more than CTCAX's 2.78% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
CTCAX Columbia Global Technology Growth Fund Class A | 2.78% | 3.29% | 1.08% | 2.36% | 3.53% | 4.15% | 0.91% | 2.55% | 5.82% | 3.52% | 0.36% | 1.80% |
DFDPX DF Dent Premier Growth Fund | 7.45% | 7.36% | 14.66% | 18.69% | 0.00% | 7.37% | 2.26% | 7.21% | 9.12% | 9.82% | 4.48% | 13.48% |
Frequently Asked Questions
DFDPX and CTCAX have a correlation of 0.55, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
CTCAX has higher volatility (10.69%) compared to DFDPX (4.37%). In terms of maximum drawdown, DFDPX dropped -58.16% vs CTCAX's -61.04%.
CTCAX currently has the higher Sharpe Ratio (1.12 vs -0.19), 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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