HHDVX vs. GSFTX
Compare and contrast key facts about Hamlin High Dividend Equity Fund (HHDVX) and Columbia Dividend Income Fund (GSFTX).
HHDVX is managed by Hamlin Funds. It was launched on Mar 30, 2012. GSFTX is managed by Columbia Threadneedle. It was launched on Mar 4, 1998.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: HHDVX or GSFTX.
Correlation
The correlation between HHDVX and GSFTX is 0.86, 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
HHDVX vs. GSFTX - Performance Comparison
Key characteristics
HHDVX:
0.62
GSFTX:
0.28
HHDVX:
1.06
GSFTX:
0.55
HHDVX:
1.14
GSFTX:
1.08
HHDVX:
0.77
GSFTX:
0.32
HHDVX:
3.14
GSFTX:
0.99
HHDVX:
3.48%
GSFTX:
5.00%
HHDVX:
15.89%
GSFTX:
14.98%
HHDVX:
-36.13%
GSFTX:
-48.23%
HHDVX:
-5.46%
GSFTX:
-7.81%
Returns By Period
In the year-to-date period, HHDVX achieves a -0.83% return, which is significantly lower than GSFTX's 0.80% return. Over the past 10 years, HHDVX has outperformed GSFTX with an annualized return of 9.00%, while GSFTX has yielded a comparatively lower 7.81% annualized return.
HHDVX
-0.83%
3.39%
-3.23%
9.74%
16.33%
9.00%
GSFTX
0.80%
2.70%
-6.54%
4.10%
11.18%
7.81%
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HHDVX vs. GSFTX - Expense Ratio Comparison
HHDVX has a 1.15% expense ratio, which is higher than GSFTX's 0.66% expense ratio.
Risk-Adjusted Performance
HHDVX vs. GSFTX — Risk-Adjusted Performance Rank
HHDVX
GSFTX
HHDVX vs. GSFTX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Hamlin High Dividend Equity Fund (HHDVX) and Columbia Dividend Income Fund (GSFTX). 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
HHDVX vs. GSFTX - Dividend Comparison
HHDVX's dividend yield for the trailing twelve months is around 5.62%, more than GSFTX's 1.81% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
HHDVX Hamlin High Dividend Equity Fund | 5.62% | 5.58% | 1.84% | 3.95% | 4.11% | 2.99% | 2.52% | 8.93% | 1.76% | 2.36% | 2.57% | 6.17% |
GSFTX Columbia Dividend Income Fund | 1.81% | 1.82% | 1.95% | 1.93% | 1.46% | 1.74% | 1.82% | 2.22% | 1.78% | 1.94% | 2.92% | 2.26% |
Drawdowns
HHDVX vs. GSFTX - Drawdown Comparison
The maximum HHDVX drawdown since its inception was -36.13%, smaller than the maximum GSFTX drawdown of -48.23%. Use the drawdown chart below to compare losses from any high point for HHDVX and GSFTX. For additional features, visit the drawdowns tool.
Volatility
HHDVX vs. GSFTX - Volatility Comparison
Hamlin High Dividend Equity Fund (HHDVX) has a higher volatility of 5.25% compared to Columbia Dividend Income Fund (GSFTX) at 4.84%. This indicates that HHDVX's price experiences larger fluctuations and is considered to be riskier than GSFTX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.