Correlation
The correlation between IGLGX and FSPGX 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.
IGLGX vs. FSPGX
Compare and contrast key facts about Columbia Select Global Equity Fund (IGLGX) and Fidelity Large Cap Growth Index Fund (FSPGX).
IGLGX is managed by Columbia Threadneedle. It was launched on May 28, 1990. FSPGX is managed by Fidelity.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: IGLGX or FSPGX.
Performance
IGLGX vs. FSPGX - Performance Comparison
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Key characteristics
IGLGX:
0.58
FSPGX:
0.70
IGLGX:
0.82
FSPGX:
1.02
IGLGX:
1.11
FSPGX:
1.14
IGLGX:
0.52
FSPGX:
0.67
IGLGX:
2.02
FSPGX:
2.22
IGLGX:
4.80%
FSPGX:
7.05%
IGLGX:
19.71%
FSPGX:
25.52%
IGLGX:
-60.29%
FSPGX:
-32.66%
IGLGX:
-1.11%
FSPGX:
-4.29%
Returns By Period
In the year-to-date period, IGLGX achieves a 5.82% return, which is significantly higher than FSPGX's -0.26% return.
IGLGX
5.82%
7.26%
2.76%
11.35%
12.61%
11.36%
11.46%
FSPGX
-0.26%
8.86%
0.63%
17.83%
19.84%
17.66%
N/A
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IGLGX vs. FSPGX - Expense Ratio Comparison
IGLGX has a 1.25% expense ratio, which is higher than FSPGX's 0.04% expense ratio.
Risk-Adjusted Performance
IGLGX vs. FSPGX — Risk-Adjusted Performance Rank
IGLGX
FSPGX
IGLGX vs. FSPGX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Columbia Select Global Equity Fund (IGLGX) and Fidelity Large Cap Growth Index Fund (FSPGX). 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.
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Dividends
IGLGX vs. FSPGX - Dividend Comparison
IGLGX's dividend yield for the trailing twelve months is around 6.24%, more than FSPGX's 0.37% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
IGLGX Columbia Select Global Equity Fund | 6.24% | 6.61% | 4.42% | 0.00% | 9.10% | 8.52% | 2.98% | 11.20% | 0.42% | 0.00% | 0.01% | 0.26% |
FSPGX Fidelity Large Cap Growth Index Fund | 0.37% | 0.37% | 0.73% | 0.86% | 2.22% | 1.76% | 1.04% | 1.47% | 1.22% | 0.30% | 0.00% | 0.00% |
Drawdowns
IGLGX vs. FSPGX - Drawdown Comparison
The maximum IGLGX drawdown since its inception was -60.29%, which is greater than FSPGX's maximum drawdown of -32.66%. Use the drawdown chart below to compare losses from any high point for IGLGX and FSPGX.
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Volatility
IGLGX vs. FSPGX - Volatility Comparison
The current volatility for Columbia Select Global Equity Fund (IGLGX) is 3.72%, while Fidelity Large Cap Growth Index Fund (FSPGX) has a volatility of 5.87%. This indicates that IGLGX experiences smaller price fluctuations and is considered to be less risky than FSPGX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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