INUTX vs. PRDGX
Compare and contrast key facts about Columbia Dividend Opportunity Fund (INUTX) and T. Rowe Price Dividend Growth Fund, Inc. (PRDGX).
INUTX is managed by Columbia Threadneedle. It was launched on Aug 1, 1988. PRDGX is managed by T. Rowe Price. It was launched on Dec 30, 1992.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: INUTX or PRDGX.
Key characteristics
| INUTX | PRDGX | |
|---|---|---|
| YTD Return | 18.48% | 17.34% |
| 1Y Return | 27.56% | 24.32% |
| 3Y Return (Ann) | 7.81% | 7.39% |
| 5Y Return (Ann) | 9.92% | 12.26% |
| 10Y Return (Ann) | 8.56% | 11.98% |
| Sharpe Ratio | 2.73 | 2.57 |
| Sortino Ratio | 3.84 | 3.57 |
| Omega Ratio | 1.49 | 1.47 |
| Calmar Ratio | 3.55 | 4.84 |
| Martin Ratio | 17.32 | 17.31 |
| Ulcer Index | 1.62% | 1.41% |
| Daily Std Dev | 10.30% | 9.52% |
| Max Drawdown | -55.57% | -49.79% |
| Current Drawdown | -1.04% | -0.83% |
Correlation
The correlation between INUTX and PRDGX is 0.84, 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. PRDGX - Performance Comparison
In the year-to-date period, INUTX achieves a 18.48% return, which is significantly higher than PRDGX's 17.34% return. Over the past 10 years, INUTX has underperformed PRDGX with an annualized return of 8.56%, while PRDGX has yielded a comparatively higher 11.98% 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. PRDGX - Expense Ratio Comparison
INUTX has a 1.06% expense ratio, which is higher than PRDGX's 0.62% expense ratio.
Risk-Adjusted Performance
INUTX vs. PRDGX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Columbia Dividend Opportunity Fund (INUTX) and T. Rowe Price Dividend Growth Fund, Inc. (PRDGX). 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. PRDGX - Dividend Comparison
INUTX's dividend yield for the trailing twelve months is around 2.50%, more than PRDGX's 0.99% 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% |
PRDGX T. Rowe Price Dividend Growth Fund, Inc. | 0.99% | 1.16% | 1.14% | 0.78% | 1.03% | 1.24% | 1.76% | 1.22% | 1.53% | 1.78% | 1.30% | 1.22% |
Drawdowns
INUTX vs. PRDGX - Drawdown Comparison
The maximum INUTX drawdown since its inception was -55.57%, which is greater than PRDGX's maximum drawdown of -49.79%. Use the drawdown chart below to compare losses from any high point for INUTX and PRDGX. For additional features, visit the drawdowns tool.
Volatility
INUTX vs. PRDGX - Volatility Comparison
Columbia Dividend Opportunity Fund (INUTX) and T. Rowe Price Dividend Growth Fund, Inc. (PRDGX) have volatilities of 3.04% and 2.97%, 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.