FIFWX vs. CTCAX
FIFWX (Fidelity Advisor Founders Fund Class Z) and CTCAX (Columbia Global Technology Growth Fund Class A) are both mutual funds - FIFWX is a Large Cap Growth Equities fund managed by Fidelity, while CTCAX is a Technology Equities fund managed by Columbia. Over the past 5 years, FIFWX returned 11.91%/yr vs 16.25%/yr for CTCAX. Their correlation of 0.91 means they have usually moved in the same direction. FIFWX charges 0.75%/yr vs 1.18%/yr for CTCAX.
Performance
FIFWX vs. CTCAX - Performance Comparison
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Returns By Period
In the year-to-date period, FIFWX achieves a 6.31% return, which is significantly lower than CTCAX's 18.39% return.
FIFWX
- 1D
- 1.77%
- 1M
- -0.65%
- 6M
- 5.72%
- YTD
- 6.31%
- 1Y
- 13.15%
- 3Y*
- 20.96%
- 5Y*
- 11.91%
- 10Y*
- —
- ALL TIME*
- 17.61%
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 |
FIFWX vs. CTCAX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | |
|---|---|---|---|---|---|---|---|---|
FIFWX Fidelity Advisor Founders Fund Class Z | 6.31% | 16.53% | 36.54% | 34.14% | -26.58% | 19.13% | 47.37% | 14.14% |
CTCAX Columbia Global Technology Growth Fund Class A | 18.39% | 24.78% | 31.39% | 56.46% | -34.81% | 22.73% | 49.46% | 26.65% |
Correlation
The correlation between FIFWX and CTCAX is 0.82, meaning they have usually moved in the same direction, including during past declines.
| Correlation | |
|---|---|
Correlation (1Y) Focuses on recent behavior, but can change the most. | 0.83 |
Correlation (3Y) Balances recent behavior with more history. | 0.87 |
Correlation (5Y) Shows whether the relationship held over a longer period. | 0.90 |
Correlation (All Time) Calculated using the full available price history since Feb 22, 2019 | 0.91 |
The correlation between FIFWX and CTCAX has been stable across timeframes, ranging from 0.82 to 0.91 - a consistent structural relationship.
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Return for Risk
FIFWX vs. CTCAX — Risk / Return Rank
FIFWX
CTCAX
FIFWX vs. CTCAX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Fidelity Advisor Founders Fund Class Z (FIFWX) 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.
| FIFWX | CTCAX | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | -0.38 | ||
| Sortino ratioReturn per unit of downside risk | -0.46 | ||
| Omega ratioGain probability vs. loss probability | 1.14 | 1.20 | -0.06 |
| Calmar ratioReturn relative to maximum drawdown | 0.97 | 1.94 | -0.97 |
| Martin ratioReturn relative to average drawdown | 3.67 | 6.18 | -2.51 |
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Drawdowns
FIFWX vs. CTCAX - Drawdown Comparison
The maximum FIFWX drawdown since its inception was -32.44%, smaller than the maximum CTCAX drawdown of -61.04%. Use the drawdown chart below to compare losses from any high point for FIFWX and CTCAX.
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Drawdown Indicators
| FIFWX | CTCAX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -32.44% | -61.04% | +28.60% |
Max Drawdown (1Y)Largest decline over 1 year | -12.23% | -15.22% | +2.99% |
Max Drawdown (3Y)Largest decline over 3 years | -23.27% | -26.67% | +3.40% |
Max Drawdown (5Y)Largest decline over 5 years | -32.44% | -39.55% | +7.11% |
Max Drawdown (10Y)Largest decline over 10 years | — | -39.55% | — |
Current DrawdownCurrent decline from peak | -3.34% | -10.35% | +7.01% |
Average DrawdownAverage peak-to-trough decline | -7.84% | -10.65% | +2.81% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 3.22% | 4.77% | -1.55% |
Volatility
FIFWX vs. CTCAX - Volatility Comparison
The current volatility for Fidelity Advisor Founders Fund Class Z (FIFWX) is 4.18%, while Columbia Global Technology Growth Fund Class A (CTCAX) has a volatility of 10.69%. This indicates that FIFWX 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
| FIFWX | CTCAX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 4.18% | 10.69% | -6.51% |
Volatility (6M)Calculated over the trailing 6-month period | 12.91% | 22.57% | -9.66% |
Volatility (1Y)Calculated over the trailing 1-year period | 15.93% | 26.35% | -10.42% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 21.30% | 26.92% | -5.62% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 22.49% | 25.27% | -2.78% |
FIFWX vs. CTCAX - Expense Ratio Comparison
FIFWX has a 0.75% expense ratio, which is lower than CTCAX's 1.18% expense ratio.
Dividends
FIFWX vs. CTCAX - Dividend Comparison
FIFWX's dividend yield for the trailing twelve months is around 2.41%, less 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% |
FIFWX Fidelity Advisor Founders Fund Class Z | 2.41% | 2.39% | 6.29% | 0.22% | 2.62% | 6.36% | 0.00% | 0.09% | 0.00% | 0.00% | 0.00% | 0.00% |
Frequently Asked Questions
FIFWX and CTCAX have a correlation of 0.82, 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 FIFWX (4.18%). In terms of maximum drawdown, FIFWX dropped -32.44% vs CTCAX's -61.04%.
CTCAX currently has the higher Sharpe Ratio (1.12 vs 0.74), 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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