INUTX vs. IDIVX
Compare and contrast key facts about Columbia Dividend Opportunity Fund (INUTX) and Integrity Dividend Harvest Fund (IDIVX).
INUTX is managed by Columbia Threadneedle. It was launched on Aug 1, 1988. IDIVX is managed by IntegrityVikingFunds. It was launched on May 1, 2012.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: INUTX or IDIVX.
Key characteristics
| INUTX | IDIVX | |
|---|---|---|
| YTD Return | 18.48% | 22.52% |
| 1Y Return | 27.56% | 31.69% |
| 3Y Return (Ann) | 7.81% | 11.01% |
| 5Y Return (Ann) | 9.92% | 9.63% |
| 10Y Return (Ann) | 8.56% | 7.50% |
| Sharpe Ratio | 2.73 | 3.22 |
| Sortino Ratio | 3.84 | 4.45 |
| Omega Ratio | 1.49 | 1.58 |
| Calmar Ratio | 3.55 | 4.87 |
| Martin Ratio | 17.32 | 24.23 |
| Ulcer Index | 1.62% | 1.35% |
| Daily Std Dev | 10.30% | 10.13% |
| Max Drawdown | -55.57% | -33.38% |
| Current Drawdown | -1.04% | -1.66% |
Correlation
The correlation between INUTX and IDIVX is 0.93, 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
INUTX vs. IDIVX - Performance Comparison
In the year-to-date period, INUTX achieves a 18.48% return, which is significantly lower than IDIVX's 22.52% return. Over the past 10 years, INUTX has outperformed IDIVX with an annualized return of 8.56%, while IDIVX has yielded a comparatively lower 7.50% 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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INUTX vs. IDIVX - Expense Ratio Comparison
INUTX has a 1.06% expense ratio, which is higher than IDIVX's 0.95% expense ratio.
Risk-Adjusted Performance
INUTX vs. IDIVX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Columbia Dividend Opportunity Fund (INUTX) and Integrity Dividend Harvest Fund (IDIVX). 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
INUTX vs. IDIVX - Dividend Comparison
INUTX's dividend yield for the trailing twelve months is around 2.50%, less than IDIVX's 2.69% yield.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
INUTX Columbia Dividend Opportunity Fund | 2.50% | 2.91% | 2.97% | 2.67% | 3.40% | 3.11% | 3.78% | 3.85% | 3.84% | 3.65% | 3.05% | 2.20% |
IDIVX Integrity Dividend Harvest Fund | 2.69% | 3.13% | 3.08% | 2.94% | 3.42% | 3.21% | 3.44% | 2.81% | 2.71% | 3.05% | 2.82% | 2.82% |
Drawdowns
INUTX vs. IDIVX - Drawdown Comparison
The maximum INUTX drawdown since its inception was -55.57%, which is greater than IDIVX's maximum drawdown of -33.38%. Use the drawdown chart below to compare losses from any high point for INUTX and IDIVX. For additional features, visit the drawdowns tool.
Volatility
INUTX vs. IDIVX - Volatility Comparison
Columbia Dividend Opportunity Fund (INUTX) has a higher volatility of 3.04% compared to Integrity Dividend Harvest Fund (IDIVX) at 2.49%. This indicates that INUTX's price experiences larger fluctuations and is considered to be riskier than IDIVX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.