SLMCX vs. ANDIX

In the year-to-date period, SLMCX achieves a 21.26% return, which is significantly higher than ANDIX's 3.61% return. Over the past 10 years, SLMCX has outperformed ANDIX with an annualized return of 8.46%, while ANDIX has yielded a comparatively lower 4.09% annualized return.

Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.

SLMCX has a 1.17% expense ratio, which is higher than ANDIX's 0.55% expense ratio.

This table presents a comparison of risk-adjusted performance metrics for Columbia Seligman Technology and Information Fund (SLMCX) and AQR International Defensive Style Fund (ANDIX). 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.

The current SLMCX Sharpe Ratio is 1.25, which is higher than the ANDIX Sharpe Ratio of 0.88. The chart below compares the historical Sharpe Ratios of SLMCX and ANDIX, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.

SLMCX has not paid dividends to shareholders, while ANDIX's dividend yield for the trailing twelve months is around 2.91%.

The maximum SLMCX drawdown since its inception was -86.89%, which is greater than ANDIX's maximum drawdown of -28.99%. Use the drawdown chart below to compare losses from any high point for SLMCX and ANDIX. For additional features, visit the drawdowns tool.

Columbia Seligman Technology and Information Fund (SLMCX) has a higher volatility of 5.23% compared to AQR International Defensive Style Fund (ANDIX) at 3.16%. This indicates that SLMCX's price experiences larger fluctuations and is considered to be riskier than ANDIX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.