IGIAX vs. SMGIX
Compare and contrast key facts about Integrity ESG Growth & Income Fund (IGIAX) and Columbia Contrarian Core Fund (SMGIX).
IGIAX is managed by IntegrityVikingFunds. It was launched on Jan 3, 1995. SMGIX is managed by Columbia Threadneedle. It was launched on Dec 14, 1992.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: IGIAX or SMGIX.
Key characteristics
| IGIAX | SMGIX | |
|---|---|---|
| YTD Return | 24.76% | 24.79% |
| 1Y Return | 37.56% | 37.29% |
| 3Y Return (Ann) | 7.84% | 10.52% |
| 5Y Return (Ann) | 13.92% | 16.37% |
| 10Y Return (Ann) | 11.80% | 13.05% |
| Sharpe Ratio | 2.69 | 2.94 |
| Sortino Ratio | 3.72 | 3.91 |
| Omega Ratio | 1.49 | 1.55 |
| Calmar Ratio | 3.34 | 4.11 |
| Martin Ratio | 15.72 | 18.66 |
| Ulcer Index | 2.33% | 1.95% |
| Daily Std Dev | 13.61% | 12.38% |
| Max Drawdown | -43.45% | -50.62% |
| Current Drawdown | -0.27% | 0.00% |
Correlation
The correlation between IGIAX and SMGIX is 0.91, 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
IGIAX vs. SMGIX - Performance Comparison
The year-to-date returns for both investments are quite close, with IGIAX having a 24.76% return and SMGIX slightly higher at 24.79%. Over the past 10 years, IGIAX has underperformed SMGIX with an annualized return of 11.80%, while SMGIX has yielded a comparatively higher 13.05% 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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IGIAX vs. SMGIX - Expense Ratio Comparison
IGIAX has a 1.24% expense ratio, which is higher than SMGIX's 0.75% expense ratio.
Risk-Adjusted Performance
IGIAX vs. SMGIX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Integrity ESG Growth & Income Fund (IGIAX) and Columbia Contrarian Core Fund (SMGIX). 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
IGIAX vs. SMGIX - Dividend Comparison
IGIAX's dividend yield for the trailing twelve months is around 0.54%, more than SMGIX's 0.47% yield.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
IGIAX Integrity ESG Growth & Income Fund | 0.54% | 0.67% | 0.54% | 0.09% | 0.60% | 1.39% | 0.66% | 1.08% | 1.46% | 0.79% | 0.67% | 0.37% |
SMGIX Columbia Contrarian Core Fund | 0.47% | 0.58% | 0.57% | 0.49% | 0.78% | 1.08% | 1.35% | 0.95% | 0.91% | 2.86% | 0.74% | 0.75% |
Drawdowns
IGIAX vs. SMGIX - Drawdown Comparison
The maximum IGIAX drawdown since its inception was -43.45%, smaller than the maximum SMGIX drawdown of -50.62%. Use the drawdown chart below to compare losses from any high point for IGIAX and SMGIX. For additional features, visit the drawdowns tool.
Volatility
IGIAX vs. SMGIX - Volatility Comparison
Integrity ESG Growth & Income Fund (IGIAX) and Columbia Contrarian Core Fund (SMGIX) have volatilities of 3.84% and 4.01%, 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.