NAMAX vs. FXAIX
Compare and contrast key facts about Columbia Select Mid Cap Value Fund (NAMAX) and Fidelity 500 Index Fund (FXAIX).
NAMAX is managed by Columbia Threadneedle. It was launched on Nov 20, 2001. FXAIX is managed by Fidelity.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: NAMAX or FXAIX.
Correlation
The correlation between NAMAX and FXAIX is 0.87, 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
NAMAX vs. FXAIX - Performance Comparison
Key characteristics
NAMAX:
0.48
FXAIX:
1.87
NAMAX:
0.72
FXAIX:
2.52
NAMAX:
1.09
FXAIX:
1.34
NAMAX:
0.25
FXAIX:
2.82
NAMAX:
1.41
FXAIX:
11.69
NAMAX:
4.72%
FXAIX:
2.04%
NAMAX:
13.98%
FXAIX:
12.77%
NAMAX:
-65.17%
FXAIX:
-33.79%
NAMAX:
-21.46%
FXAIX:
0.00%
Returns By Period
In the year-to-date period, NAMAX achieves a 2.11% return, which is significantly lower than FXAIX's 4.63% return. Over the past 10 years, NAMAX has underperformed FXAIX with an annualized return of -1.17%, while FXAIX has yielded a comparatively higher 13.14% annualized return.
NAMAX
2.11%
-0.99%
-1.90%
7.05%
5.34%
-1.17%
FXAIX
4.63%
2.57%
10.02%
25.15%
14.81%
13.14%
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NAMAX vs. FXAIX - Expense Ratio Comparison
NAMAX has a 0.88% expense ratio, which is higher than FXAIX's 0.02% expense ratio.
Risk-Adjusted Performance
NAMAX vs. FXAIX — Risk-Adjusted Performance Rank
NAMAX
FXAIX
NAMAX vs. FXAIX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Columbia Select Mid Cap Value Fund (NAMAX) and Fidelity 500 Index Fund (FXAIX). 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
NAMAX vs. FXAIX - Dividend Comparison
NAMAX's dividend yield for the trailing twelve months is around 1.05%, less than FXAIX's 1.19% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
NAMAX Columbia Select Mid Cap Value Fund | 1.05% | 1.07% | 1.02% | 0.86% | 0.55% | 0.84% | 1.11% | 1.06% | 1.34% | 0.98% | 0.64% | 0.73% |
FXAIX Fidelity 500 Index Fund | 1.19% | 1.25% | 1.45% | 1.69% | 1.22% | 1.60% | 1.95% | 2.07% | 1.81% | 2.01% | 2.56% | 2.63% |
Drawdowns
NAMAX vs. FXAIX - Drawdown Comparison
The maximum NAMAX drawdown since its inception was -65.17%, which is greater than FXAIX's maximum drawdown of -33.79%. Use the drawdown chart below to compare losses from any high point for NAMAX and FXAIX. For additional features, visit the drawdowns tool.
Volatility
NAMAX vs. FXAIX - Volatility Comparison
The current volatility for Columbia Select Mid Cap Value Fund (NAMAX) is 2.80%, while Fidelity 500 Index Fund (FXAIX) has a volatility of 3.06%. This indicates that NAMAX experiences smaller price fluctuations and is considered to be less risky than FXAIX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.