RLCAX vs. CTCAX
Compare and contrast key facts about Columbia Disciplined Value Fund (RLCAX) and Columbia Global Technology Growth Fund Class A (CTCAX).
RLCAX is managed by Columbia. It was launched on Aug 1, 2008. CTCAX is managed by Columbia. It was launched on Nov 9, 2000.
Performance
RLCAX vs. CTCAX - Performance Comparison
Loading graphics...
RLCAX vs. CTCAX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
RLCAX Columbia Disciplined Value Fund | 0.23% | 14.67% | 16.24% | 15.40% | -7.33% | 29.54% | 2.11% | 19.23% | -9.36% | 15.42% |
CTCAX Columbia Global Technology Growth Fund Class A | -10.22% | 24.78% | 31.39% | 56.46% | -34.81% | 22.73% | 49.46% | 43.91% | -1.48% | 42.99% |
Returns By Period
In the year-to-date period, RLCAX achieves a 0.23% return, which is significantly higher than CTCAX's -10.22% return. Over the past 10 years, RLCAX has underperformed CTCAX with an annualized return of 10.23%, while CTCAX has yielded a comparatively higher 20.26% annualized return.
RLCAX
- 1D
- -0.12%
- 1M
- -6.09%
- YTD
- 0.23%
- 6M
- 4.05%
- 1Y
- 14.93%
- 3Y*
- 14.42%
- 5Y*
- 10.46%
- 10Y*
- 10.23%
CTCAX
- 1D
- -1.69%
- 1M
- -9.75%
- YTD
- -10.22%
- 6M
- -8.54%
- 1Y
- 27.76%
- 3Y*
- 23.83%
- 5Y*
- 12.52%
- 10Y*
- 20.26%
Compare stocks, funds, or ETFs
Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.
RLCAX vs. CTCAX - Expense Ratio Comparison
RLCAX has a 1.04% expense ratio, which is lower than CTCAX's 1.18% expense ratio.
Return for Risk
RLCAX vs. CTCAX — Risk / Return Rank
RLCAX
CTCAX
RLCAX vs. CTCAX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Columbia Disciplined Value Fund (RLCAX) and Columbia Global Technology Growth Fund Class A (CTCAX). 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.
| RLCAX | CTCAX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 1.02 | 1.02 | -0.01 |
Sortino ratioReturn per unit of downside risk | 1.47 | 1.57 | -0.10 |
Omega ratioGain probability vs. loss probability | 1.22 | 1.22 | 0.00 |
Calmar ratioReturn relative to maximum drawdown | 1.16 | 1.67 | -0.51 |
Martin ratioReturn relative to average drawdown | 5.48 | 5.92 | -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. | |||
Loading graphics...
Sharpe Ratios by Period
| RLCAX | CTCAX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.02 | 1.02 | -0.01 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.45 | 0.49 | -0.04 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.47 | 0.82 | -0.35 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.53 | 0.70 | -0.18 |
Correlation
The correlation between RLCAX and CTCAX is 0.71, 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
RLCAX vs. CTCAX - Dividend Comparison
RLCAX's dividend yield for the trailing twelve months is around 11.74%, more than CTCAX's 3.66% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
RLCAX Columbia Disciplined Value Fund | 11.74% | 11.76% | 11.66% | 7.59% | 13.00% | 31.01% | 1.54% | 10.78% | 11.88% | 5.35% | 1.53% | 6.78% |
CTCAX Columbia Global Technology Growth Fund Class A | 3.66% | 3.29% | 1.08% | 2.36% | 3.53% | 4.15% | 0.91% | 2.55% | 5.82% | 3.52% | 0.36% | 1.80% |
Drawdowns
RLCAX vs. CTCAX - Drawdown Comparison
The maximum RLCAX drawdown since its inception was -37.83%, smaller than the maximum CTCAX drawdown of -61.04%. Use the drawdown chart below to compare losses from any high point for RLCAX and CTCAX.
Loading graphics...
Drawdown Indicators
| RLCAX | CTCAX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -37.83% | -61.04% | +23.21% |
Max Drawdown (1Y)Largest decline over 1 year | -12.25% | -14.43% | +2.18% |
Max Drawdown (5Y)Largest decline over 5 years | -34.73% | -39.55% | +4.82% |
Max Drawdown (10Y)Largest decline over 10 years | -37.83% | -39.55% | +1.72% |
Current DrawdownCurrent decline from peak | -6.30% | -14.43% | +8.13% |
Average DrawdownAverage peak-to-trough decline | -7.23% | -10.75% | +3.52% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 2.60% | 4.07% | -1.47% |
Volatility
RLCAX vs. CTCAX - Volatility Comparison
The current volatility for Columbia Disciplined Value Fund (RLCAX) is 3.17%, while Columbia Global Technology Growth Fund Class A (CTCAX) has a volatility of 7.45%. This indicates that RLCAX experiences smaller price fluctuations and is considered to be less risky than CTCAX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
Loading graphics...
Volatility by Period
| RLCAX | CTCAX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 3.17% | 7.45% | -4.28% |
Volatility (6M)Calculated over the trailing 6-month period | 7.88% | 16.24% | -8.36% |
Volatility (1Y)Calculated over the trailing 1-year period | 15.75% | 27.00% | -11.25% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 23.44% | 25.81% | -2.37% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 21.69% | 24.66% | -2.97% |