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.
Correlation
The correlation between INUTX and IDIVX is 0.82, 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
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Key characteristics
INUTX:
0.25
IDIVX:
0.80
INUTX:
0.49
IDIVX:
1.27
INUTX:
1.07
IDIVX:
1.19
INUTX:
0.26
IDIVX:
1.00
INUTX:
0.76
IDIVX:
4.39
INUTX:
6.10%
IDIVX:
2.98%
INUTX:
15.83%
IDIVX:
15.07%
INUTX:
-55.57%
IDIVX:
-31.64%
INUTX:
-7.08%
IDIVX:
-1.49%
Returns By Period
The year-to-date returns for both stocks are quite close, with INUTX having a 3.19% return and IDIVX slightly lower at 3.16%. Over the past 10 years, INUTX has underperformed IDIVX with an annualized return of 3.20%, while IDIVX has yielded a comparatively higher 9.79% annualized return.
INUTX
3.19%
7.29%
-4.30%
3.55%
8.39%
3.20%
IDIVX
3.16%
7.83%
2.56%
11.87%
14.22%
9.79%
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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 Rank
INUTX
IDIVX
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.
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Dividends
INUTX vs. IDIVX - Dividend Comparison
INUTX's dividend yield for the trailing twelve months is around 2.72%, less than IDIVX's 8.88% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
INUTX Columbia Dividend Opportunity Fund | 2.72% | 2.75% | 2.91% | 2.97% | 2.67% | 3.40% | 3.11% | 3.78% | 3.85% | 3.84% | 3.65% | 3.05% |
IDIVX Integrity Dividend Harvest Fund | 8.88% | 8.90% | 3.13% | 4.35% | 2.94% | 3.42% | 7.26% | 10.21% | 8.31% | 3.07% | 3.05% | 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 -31.64%. Use the drawdown chart below to compare losses from any high point for INUTX and IDIVX. For additional features, visit the drawdowns tool.
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Volatility
INUTX vs. IDIVX - Volatility Comparison
Columbia Dividend Opportunity Fund (INUTX) and Integrity Dividend Harvest Fund (IDIVX) have volatilities of 4.19% and 4.36%, 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.
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