GSFTX vs. PRDGX
Compare and contrast key facts about Columbia Dividend Income Fund (GSFTX) and T. Rowe Price Dividend Growth Fund, Inc. (PRDGX).
GSFTX is managed by Columbia Threadneedle. It was launched on Mar 4, 1998. PRDGX is managed by T. Rowe Price. It was launched on Dec 30, 1992.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: GSFTX or PRDGX.
Key characteristics
| GSFTX | PRDGX | |
|---|---|---|
| YTD Return | 18.38% | 17.34% |
| 1Y Return | 28.06% | 26.94% |
| 3Y Return (Ann) | 8.54% | 7.33% |
| 5Y Return (Ann) | 11.96% | 12.57% |
| 10Y Return (Ann) | 11.23% | 12.00% |
| Sharpe Ratio | 2.93 | 2.80 |
| Sortino Ratio | 4.15 | 3.90 |
| Omega Ratio | 1.55 | 1.52 |
| Calmar Ratio | 4.73 | 4.14 |
| Martin Ratio | 19.46 | 19.17 |
| Ulcer Index | 1.44% | 1.41% |
| Daily Std Dev | 9.56% | 9.69% |
| Max Drawdown | -47.69% | -49.79% |
| Current Drawdown | -0.28% | -0.78% |
Correlation
The correlation between GSFTX and PRDGX is 0.96, 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. PRDGX - Performance Comparison
In the year-to-date period, GSFTX achieves a 18.38% return, which is significantly higher than PRDGX's 17.34% return. Over the past 10 years, GSFTX has underperformed PRDGX with an annualized return of 11.23%, while PRDGX has yielded a comparatively higher 12.00% 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. PRDGX - Expense Ratio Comparison
GSFTX has a 0.66% expense ratio, which is higher than PRDGX's 0.62% expense ratio.
Risk-Adjusted Performance
GSFTX vs. PRDGX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Columbia Dividend Income Fund (GSFTX) and T. Rowe Price Dividend Growth Fund, Inc. (PRDGX). 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. PRDGX - Dividend Comparison
GSFTX's dividend yield for the trailing twelve months is around 1.71%, more than PRDGX's 0.99% 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% |
PRDGX T. Rowe Price Dividend Growth Fund, Inc. | 0.99% | 1.16% | 1.14% | 0.78% | 1.03% | 1.24% | 1.76% | 1.22% | 1.53% | 1.78% | 1.30% | 1.22% |
Drawdowns
GSFTX vs. PRDGX - Drawdown Comparison
The maximum GSFTX drawdown since its inception was -47.69%, roughly equal to the maximum PRDGX drawdown of -49.79%. Use the drawdown chart below to compare losses from any high point for GSFTX and PRDGX. For additional features, visit the drawdowns tool.
Volatility
GSFTX vs. PRDGX - Volatility Comparison
Columbia Dividend Income Fund (GSFTX) has a higher volatility of 3.36% compared to T. Rowe Price Dividend Growth Fund, Inc. (PRDGX) at 3.18%. This indicates that GSFTX's price experiences larger fluctuations and is considered to be riskier than PRDGX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.