PMYYX vs. SMGIX
Compare and contrast key facts about Putnam Multi-Cap Core Fund (PMYYX) and Columbia Contrarian Core Fund (SMGIX).
PMYYX is managed by Putnam. It was launched on Sep 24, 2010. SMGIX is managed by Columbia Threadneedle. It was launched on Dec 14, 1992.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: PMYYX or SMGIX.
Correlation
The correlation between PMYYX and SMGIX is 0.96, 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
PMYYX vs. SMGIX - Performance Comparison
Key characteristics
PMYYX:
2.33
SMGIX:
0.99
PMYYX:
3.09
SMGIX:
1.24
PMYYX:
1.43
SMGIX:
1.22
PMYYX:
3.40
SMGIX:
1.29
PMYYX:
15.10
SMGIX:
5.46
PMYYX:
1.92%
SMGIX:
2.77%
PMYYX:
12.42%
SMGIX:
15.39%
PMYYX:
-35.25%
SMGIX:
-50.62%
PMYYX:
-2.43%
SMGIX:
-10.22%
Returns By Period
In the year-to-date period, PMYYX achieves a 28.10% return, which is significantly higher than SMGIX's 14.60% return. Over the past 10 years, PMYYX has underperformed SMGIX with an annualized return of 10.98%, while SMGIX has yielded a comparatively higher 11.81% annualized return.
PMYYX
28.10%
-0.36%
10.20%
28.61%
12.68%
10.98%
SMGIX
14.60%
-7.85%
-1.29%
15.01%
13.46%
11.81%
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PMYYX vs. SMGIX - Expense Ratio Comparison
PMYYX has a 0.71% expense ratio, which is lower than SMGIX's 0.75% expense ratio.
Risk-Adjusted Performance
PMYYX vs. SMGIX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Putnam Multi-Cap Core Fund (PMYYX) and Columbia Contrarian Core Fund (SMGIX). 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
PMYYX vs. SMGIX - Dividend Comparison
PMYYX's dividend yield for the trailing twelve months is around 4.41%, while SMGIX has not paid dividends to shareholders.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
PMYYX Putnam Multi-Cap Core Fund | 4.41% | 0.95% | 0.32% | 0.99% | 1.07% | 1.74% | 0.00% | 1.44% | 1.21% | 2.29% | 2.15% | 10.12% |
SMGIX Columbia Contrarian Core Fund | 0.00% | 0.58% | 0.57% | 0.49% | 0.78% | 1.08% | 1.35% | 0.95% | 0.91% | 2.86% | 0.74% | 0.75% |
Drawdowns
PMYYX vs. SMGIX - Drawdown Comparison
The maximum PMYYX drawdown since its inception was -35.25%, smaller than the maximum SMGIX drawdown of -50.62%. Use the drawdown chart below to compare losses from any high point for PMYYX and SMGIX. For additional features, visit the drawdowns tool.
Volatility
PMYYX vs. SMGIX - Volatility Comparison
The current volatility for Putnam Multi-Cap Core Fund (PMYYX) is 3.89%, while Columbia Contrarian Core Fund (SMGIX) has a volatility of 10.04%. This indicates that PMYYX experiences smaller price fluctuations and is considered to be less risky than SMGIX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.