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.
Correlation
The correlation between IGIAX and SMGIX is 0.90, 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
Key characteristics
IGIAX:
1.65
SMGIX:
0.99
IGIAX:
2.35
SMGIX:
1.24
IGIAX:
1.30
SMGIX:
1.22
IGIAX:
2.46
SMGIX:
1.29
IGIAX:
9.14
SMGIX:
5.46
IGIAX:
2.45%
SMGIX:
2.77%
IGIAX:
13.40%
SMGIX:
15.39%
IGIAX:
-43.45%
SMGIX:
-50.62%
IGIAX:
-3.85%
SMGIX:
-10.22%
Returns By Period
In the year-to-date period, IGIAX achieves a 21.17% return, which is significantly higher than SMGIX's 14.60% return. Both investments have delivered pretty close results over the past 10 years, with IGIAX having a 11.42% annualized return and SMGIX not far ahead at 11.81%.
IGIAX
21.17%
-2.50%
5.09%
19.47%
12.32%
11.42%
SMGIX
14.60%
-7.85%
-1.29%
15.01%
13.46%
11.81%
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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 0.56%, while SMGIX has not paid dividends to shareholders.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
IGIAX Integrity ESG Growth & Income Fund | 0.56% | 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 | 0.00% | 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
The current volatility for Integrity ESG Growth & Income Fund (IGIAX) is 3.37%, while Columbia Contrarian Core Fund (SMGIX) has a volatility of 10.04%. This indicates that IGIAX experiences smaller price fluctuations and is considered to be less risky than SMGIX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.