GSFTX vs. EQNIX
Compare and contrast key facts about Columbia Dividend Income Fund (GSFTX) and MFS Equity Income Fund (EQNIX).
GSFTX is managed by Columbia Threadneedle. It was launched on Mar 4, 1998. EQNIX is managed by MFS. It was launched on Sep 27, 2012.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: GSFTX or EQNIX.
Key characteristics
| GSFTX | EQNIX | |
|---|---|---|
| YTD Return | 18.38% | 17.69% |
| 1Y Return | 28.06% | 30.76% |
| 3Y Return (Ann) | 8.54% | 8.90% |
| 5Y Return (Ann) | 11.96% | 12.95% |
| 10Y Return (Ann) | 11.23% | 10.48% |
| Sharpe Ratio | 2.93 | 2.77 |
| Sortino Ratio | 4.15 | 3.78 |
| Omega Ratio | 1.55 | 1.51 |
| Calmar Ratio | 4.73 | 4.27 |
| Martin Ratio | 19.46 | 17.44 |
| Ulcer Index | 1.44% | 1.76% |
| Daily Std Dev | 9.56% | 11.10% |
| Max Drawdown | -47.69% | -36.60% |
| Current Drawdown | -0.28% | 0.00% |
Correlation
The correlation between GSFTX and EQNIX is 0.94, 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.
Performance
GSFTX vs. EQNIX - Performance Comparison
The year-to-date returns for both stocks are quite close, with GSFTX having a 18.38% return and EQNIX slightly lower at 17.69%. Over the past 10 years, GSFTX has outperformed EQNIX with an annualized return of 11.23%, while EQNIX has yielded a comparatively lower 10.48% annualized return. The chart below displays the growth of a $10,000 investment in both assets, with all prices adjusted for splits and dividends.
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GSFTX vs. EQNIX - Expense Ratio Comparison
GSFTX has a 0.66% expense ratio, which is higher than EQNIX's 0.64% expense ratio.
Risk-Adjusted Performance
GSFTX vs. EQNIX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Columbia Dividend Income Fund (GSFTX) and MFS Equity Income Fund (EQNIX). 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.
Dividends
GSFTX vs. EQNIX - Dividend Comparison
GSFTX's dividend yield for the trailing twelve months is around 1.71%, less than EQNIX's 1.91% yield.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
GSFTX Columbia Dividend Income Fund | 1.71% | 1.95% | 1.93% | 1.46% | 1.74% | 1.82% | 2.22% | 1.78% | 1.94% | 2.92% | 2.26% | 1.94% |
EQNIX MFS Equity Income Fund | 1.91% | 1.86% | 2.03% | 1.85% | 2.03% | 2.08% | 2.60% | 2.24% | 2.42% | 3.33% | 4.14% | 2.84% |
Drawdowns
GSFTX vs. EQNIX - Drawdown Comparison
The maximum GSFTX drawdown since its inception was -47.69%, which is greater than EQNIX's maximum drawdown of -36.60%. Use the drawdown chart below to compare losses from any high point for GSFTX and EQNIX. For additional features, visit the drawdowns tool.
Volatility
GSFTX vs. EQNIX - Volatility Comparison
Columbia Dividend Income Fund (GSFTX) and MFS Equity Income Fund (EQNIX) have volatilities of 3.36% and 3.46%, respectively, indicating that both stocks experience similar levels of price fluctuations. This suggests that the risk associated with both stocks, as measured by volatility, is nearly the same. The chart below showcases a comparison of their rolling one-month volatility.