PVCMX vs. CSMIX
Compare and contrast key facts about Palm Valley Capital Fund Investor Class (PVCMX) and Columbia Small Cap Value Fund I (CSMIX).
PVCMX is managed by Palm Valley. It was launched on Apr 30, 2019. CSMIX is managed by Columbia. It was launched on Jul 25, 1986.
Performance
PVCMX vs. CSMIX - Performance Comparison
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PVCMX vs. CSMIX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | |
|---|---|---|---|---|---|---|---|---|
PVCMX Palm Valley Capital Fund Investor Class | 0.58% | 4.45% | 4.24% | 9.47% | 3.17% | 3.72% | 19.13% | 1.22% |
CSMIX Columbia Small Cap Value Fund I | -1.68% | 14.65% | 8.66% | 21.42% | -8.87% | 28.95% | 7.82% | 10.25% |
Returns By Period
In the year-to-date period, PVCMX achieves a 0.58% return, which is significantly higher than CSMIX's -1.68% return.
PVCMX
- 1D
- 0.25%
- 1M
- -1.05%
- YTD
- 0.58%
- 6M
- 1.23%
- 1Y
- 4.45%
- 3Y*
- 5.18%
- 5Y*
- 4.37%
- 10Y*
- —
CSMIX
- 1D
- -0.09%
- 1M
- -7.18%
- YTD
- -1.68%
- 6M
- 2.47%
- 1Y
- 22.20%
- 3Y*
- 13.53%
- 5Y*
- 7.44%
- 10Y*
- 10.52%
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PVCMX vs. CSMIX - Expense Ratio Comparison
PVCMX has a 1.30% expense ratio, which is higher than CSMIX's 1.26% expense ratio.
Return for Risk
PVCMX vs. CSMIX — Risk / Return Rank
PVCMX
CSMIX
PVCMX vs. CSMIX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Palm Valley Capital Fund Investor Class (PVCMX) and Columbia Small Cap Value Fund I (CSMIX). 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.
| PVCMX | CSMIX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.92 | 0.97 | -0.04 |
Sortino ratioReturn per unit of downside risk | 1.44 | 1.48 | -0.04 |
Omega ratioGain probability vs. loss probability | 1.17 | 1.19 | -0.02 |
Calmar ratioReturn relative to maximum drawdown | 1.52 | 1.28 | +0.24 |
Martin ratioReturn relative to average drawdown | 4.20 | 4.63 | -0.44 |
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
| PVCMX | CSMIX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.92 | 0.97 | -0.04 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.84 | 0.35 | +0.50 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | — | 0.44 | — |
Sharpe Ratio (All Time)Calculated using the full available price history | 1.04 | 0.47 | +0.57 |
Correlation
The correlation between PVCMX and CSMIX 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
PVCMX vs. CSMIX - Dividend Comparison
PVCMX's dividend yield for the trailing twelve months is around 4.77%, less than CSMIX's 14.47% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
PVCMX Palm Valley Capital Fund Investor Class | 4.77% | 4.80% | 6.95% | 4.84% | 2.30% | 1.98% | 2.70% | 0.71% | 0.00% | 0.00% | 0.00% | 0.00% |
CSMIX Columbia Small Cap Value Fund I | 14.47% | 14.23% | 6.67% | 7.57% | 6.02% | 13.34% | 0.50% | 3.58% | 9.79% | 11.56% | 11.58% | 12.73% |
Drawdowns
PVCMX vs. CSMIX - Drawdown Comparison
The maximum PVCMX drawdown since its inception was -7.44%, smaller than the maximum CSMIX drawdown of -53.37%. Use the drawdown chart below to compare losses from any high point for PVCMX and CSMIX.
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Drawdown Indicators
| PVCMX | CSMIX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -7.44% | -53.37% | +45.93% |
Max Drawdown (1Y)Largest decline over 1 year | -2.81% | -14.79% | +11.98% |
Max Drawdown (5Y)Largest decline over 5 years | -7.44% | -25.98% | +18.54% |
Max Drawdown (10Y)Largest decline over 10 years | — | -48.42% | — |
Current DrawdownCurrent decline from peak | -1.85% | -10.23% | +8.38% |
Average DrawdownAverage peak-to-trough decline | -1.29% | -8.95% | +7.66% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 1.02% | 4.09% | -3.07% |
Volatility
PVCMX vs. CSMIX - Volatility Comparison
The current volatility for Palm Valley Capital Fund Investor Class (PVCMX) is 0.95%, while Columbia Small Cap Value Fund I (CSMIX) has a volatility of 5.43%. This indicates that PVCMX experiences smaller price fluctuations and is considered to be less risky than CSMIX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| PVCMX | CSMIX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 0.95% | 5.43% | -4.48% |
Volatility (6M)Calculated over the trailing 6-month period | 2.94% | 12.70% | -9.76% |
Volatility (1Y)Calculated over the trailing 1-year period | 4.75% | 22.51% | -17.76% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 5.20% | 21.57% | -16.37% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 6.37% | 23.92% | -17.55% |