PACIX vs. CDDYX
Compare and contrast key facts about Columbia Convertible Securities Fund (PACIX) and Columbia Dividend Income Fund Institutional 3 Class (CDDYX).
PACIX is managed by Columbia. It was launched on Sep 24, 1987. CDDYX is managed by Columbia. It was launched on Nov 8, 2012.
Performance
PACIX vs. CDDYX - Performance Comparison
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PACIX vs. CDDYX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
PACIX Columbia Convertible Securities Fund | 2.71% | 19.58% | 9.51% | 11.91% | -19.54% | 3.71% | 47.86% | 26.15% | -1.03% | 15.07% |
CDDYX Columbia Dividend Income Fund Institutional 3 Class | 3.28% | 15.95% | 15.17% | 10.65% | -4.84% | 26.43% | 7.92% | 28.74% | -4.27% | 20.34% |
Returns By Period
In the year-to-date period, PACIX achieves a 2.71% return, which is significantly lower than CDDYX's 3.28% return. Both investments have delivered pretty close results over the past 10 years, with PACIX having a 11.83% annualized return and CDDYX not far ahead at 12.31%.
PACIX
- 1D
- 2.67%
- 1M
- -4.67%
- YTD
- 2.71%
- 6M
- 3.79%
- 1Y
- 25.15%
- 3Y*
- 13.15%
- 5Y*
- 3.92%
- 10Y*
- 11.83%
CDDYX
- 1D
- 1.60%
- 1M
- -3.90%
- YTD
- 3.28%
- 6M
- 5.98%
- 1Y
- 16.96%
- 3Y*
- 15.18%
- 5Y*
- 10.80%
- 10Y*
- 12.31%
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PACIX vs. CDDYX - Expense Ratio Comparison
PACIX has a 1.12% expense ratio, which is higher than CDDYX's 0.55% expense ratio.
Return for Risk
PACIX vs. CDDYX — Risk / Return Rank
PACIX
CDDYX
PACIX vs. CDDYX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Columbia Convertible Securities Fund (PACIX) and Columbia Dividend Income Fund Institutional 3 Class (CDDYX). 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.
| PACIX | CDDYX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 1.71 | 1.23 | +0.48 |
Sortino ratioReturn per unit of downside risk | 2.32 | 1.75 | +0.58 |
Omega ratioGain probability vs. loss probability | 1.31 | 1.27 | +0.04 |
Calmar ratioReturn relative to maximum drawdown | 3.18 | 1.78 | +1.40 |
Martin ratioReturn relative to average drawdown | 11.37 | 8.25 | +3.13 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
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Sharpe Ratios by Period
| PACIX | CDDYX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.71 | 1.23 | +0.48 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.30 | 0.82 | -0.51 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.89 | 0.79 | +0.11 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.82 | 0.86 | -0.04 |
Correlation
The correlation between PACIX and CDDYX is 0.72, 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.
Dividends
PACIX vs. CDDYX - Dividend Comparison
PACIX's dividend yield for the trailing twelve months is around 1.45%, less than CDDYX's 5.21% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
PACIX Columbia Convertible Securities Fund | 1.45% | 1.45% | 1.96% | 2.53% | 9.87% | 22.27% | 7.81% | 6.29% | 5.29% | 2.75% | 2.34% | 9.91% |
CDDYX Columbia Dividend Income Fund Institutional 3 Class | 5.21% | 5.33% | 5.99% | 4.96% | 3.90% | 2.93% | 1.85% | 3.28% | 7.65% | 4.03% | 3.84% | 8.35% |
Drawdowns
PACIX vs. CDDYX - Drawdown Comparison
The maximum PACIX drawdown since its inception was -43.86%, which is greater than CDDYX's maximum drawdown of -32.74%. Use the drawdown chart below to compare losses from any high point for PACIX and CDDYX.
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Drawdown Indicators
| PACIX | CDDYX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -43.86% | -32.74% | -11.12% |
Max Drawdown (1Y)Largest decline over 1 year | -7.85% | -10.17% | +2.32% |
Max Drawdown (5Y)Largest decline over 5 years | -26.71% | -16.91% | -9.80% |
Max Drawdown (10Y)Largest decline over 10 years | -28.74% | -32.74% | +4.00% |
Current DrawdownCurrent decline from peak | -5.39% | -3.95% | -1.44% |
Average DrawdownAverage peak-to-trough decline | -6.86% | -2.79% | -4.07% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 2.20% | 2.19% | +0.01% |
Volatility
PACIX vs. CDDYX - Volatility Comparison
Columbia Convertible Securities Fund (PACIX) has a higher volatility of 6.56% compared to Columbia Dividend Income Fund Institutional 3 Class (CDDYX) at 3.45%. This indicates that PACIX's price experiences larger fluctuations and is considered to be riskier than CDDYX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| PACIX | CDDYX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 6.56% | 3.45% | +3.11% |
Volatility (6M)Calculated over the trailing 6-month period | 11.95% | 7.00% | +4.95% |
Volatility (1Y)Calculated over the trailing 1-year period | 14.88% | 13.67% | +1.21% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 13.01% | 13.31% | -0.30% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 13.27% | 15.68% | -2.41% |