GSFTX vs. VIVIX
Compare and contrast key facts about Columbia Dividend Income Fund (GSFTX) and Vanguard Value Index Fund Institutional Shares (VIVIX).
GSFTX is managed by Columbia. It was launched on Mar 4, 1998. VIVIX is managed by Vanguard. It was launched on Jul 2, 1998.
Performance
GSFTX vs. VIVIX - Performance Comparison
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GSFTX vs. VIVIX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
GSFTX Columbia Dividend Income Fund | 1.58% | 15.88% | 15.00% | 10.57% | -4.94% | 26.26% | 7.75% | 28.12% | -4.38% | 20.16% |
VIVIX Vanguard Value Index Fund Institutional Shares | 1.63% | 15.30% | 15.99% | 9.23% | -2.05% | 26.50% | 2.30% | 25.83% | -5.44% | 17.14% |
Returns By Period
The year-to-date returns for both investments are quite close, with GSFTX having a 1.58% return and VIVIX slightly higher at 1.63%. Both investments have delivered pretty close results over the past 10 years, with GSFTX having a 11.96% annualized return and VIVIX not far behind at 11.62%.
GSFTX
- 1D
- 0.00%
- 1M
- -5.48%
- YTD
- 1.58%
- 6M
- 4.13%
- 1Y
- 14.74%
- 3Y*
- 14.46%
- 5Y*
- 10.53%
- 10Y*
- 11.96%
VIVIX
- 1D
- -0.17%
- 1M
- -6.36%
- YTD
- 1.63%
- 6M
- 4.64%
- 1Y
- 14.18%
- 3Y*
- 14.46%
- 5Y*
- 10.63%
- 10Y*
- 11.62%
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GSFTX vs. VIVIX - Expense Ratio Comparison
GSFTX has a 0.66% expense ratio, which is higher than VIVIX's 0.04% expense ratio.
Return for Risk
GSFTX vs. VIVIX — Risk / Return Rank
GSFTX
VIVIX
GSFTX vs. VIVIX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Columbia Dividend Income Fund (GSFTX) and Vanguard Value Index Fund Institutional Shares (VIVIX). 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.
| GSFTX | VIVIX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 1.19 | 1.04 | +0.15 |
Sortino ratioReturn per unit of downside risk | 1.69 | 1.50 | +0.19 |
Omega ratioGain probability vs. loss probability | 1.26 | 1.22 | +0.04 |
Calmar ratioReturn relative to maximum drawdown | 1.46 | 1.25 | +0.21 |
Martin ratioReturn relative to average drawdown | 6.80 | 5.67 | +1.13 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
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Sharpe Ratios by Period
| GSFTX | VIVIX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.19 | 1.04 | +0.15 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.80 | 0.77 | +0.03 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.77 | 0.70 | +0.07 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.53 | 0.39 | +0.14 |
Correlation
The correlation between GSFTX and VIVIX is 0.95, 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
GSFTX vs. VIVIX - Dividend Comparison
GSFTX's dividend yield for the trailing twelve months is around 5.31%, more than VIVIX's 2.06% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
GSFTX Columbia Dividend Income Fund | 5.31% | 5.35% | 6.02% | 4.96% | 3.87% | 2.87% | 1.74% | 2.90% | 7.63% | 4.00% | 3.77% | 8.27% |
VIVIX Vanguard Value Index Fund Institutional Shares | 2.06% | 2.04% | 2.31% | 2.46% | 2.52% | 2.15% | 2.55% | 2.50% | 2.73% | 2.30% | 2.46% | 2.61% |
Drawdowns
GSFTX vs. VIVIX - Drawdown Comparison
The maximum GSFTX drawdown since its inception was -47.69%, smaller than the maximum VIVIX drawdown of -59.30%. Use the drawdown chart below to compare losses from any high point for GSFTX and VIVIX.
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Drawdown Indicators
| GSFTX | VIVIX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -47.69% | -59.30% | +11.61% |
Max Drawdown (1Y)Largest decline over 1 year | -10.18% | -11.29% | +1.11% |
Max Drawdown (5Y)Largest decline over 5 years | -17.01% | -17.12% | +0.11% |
Max Drawdown (10Y)Largest decline over 10 years | -32.76% | -36.80% | +4.04% |
Current DrawdownCurrent decline from peak | -5.48% | -6.36% | +0.88% |
Average DrawdownAverage peak-to-trough decline | -6.40% | -9.31% | +2.91% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 2.18% | 2.48% | -0.30% |
Volatility
GSFTX vs. VIVIX - Volatility Comparison
The current volatility for Columbia Dividend Income Fund (GSFTX) is 2.90%, while Vanguard Value Index Fund Institutional Shares (VIVIX) has a volatility of 3.27%. This indicates that GSFTX experiences smaller price fluctuations and is considered to be less risky than VIVIX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| GSFTX | VIVIX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 2.90% | 3.27% | -0.37% |
Volatility (6M)Calculated over the trailing 6-month period | 6.81% | 7.52% | -0.71% |
Volatility (1Y)Calculated over the trailing 1-year period | 13.61% | 14.82% | -1.21% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 13.28% | 13.90% | -0.62% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 15.68% | 16.74% | -1.06% |