SLMCX vs. ANDIX
Compare and contrast key facts about Columbia Seligman Technology and Information Fund (SLMCX) and AQR International Defensive Style Fund (ANDIX).
SLMCX is managed by Columbia Threadneedle. It was launched on Jun 22, 1983. ANDIX is managed by AQR Funds. It was launched on Jul 9, 2012.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: SLMCX or ANDIX.
Correlation
The correlation between SLMCX and ANDIX is 0.74, 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
SLMCX vs. ANDIX - Performance Comparison
Key characteristics
SLMCX:
0.17
ANDIX:
1.14
SLMCX:
0.42
ANDIX:
1.64
SLMCX:
1.06
ANDIX:
1.22
SLMCX:
0.16
ANDIX:
1.57
SLMCX:
0.51
ANDIX:
3.84
SLMCX:
9.19%
ANDIX:
3.88%
SLMCX:
28.59%
ANDIX:
13.21%
SLMCX:
-86.89%
ANDIX:
-28.99%
SLMCX:
-16.48%
ANDIX:
-1.06%
Returns By Period
In the year-to-date period, SLMCX achieves a -11.05% return, which is significantly lower than ANDIX's 13.92% return. Over the past 10 years, SLMCX has outperformed ANDIX with an annualized return of 17.51%, while ANDIX has yielded a comparatively lower 4.93% annualized return.
SLMCX
-11.05%
17.85%
-9.17%
4.78%
18.75%
17.51%
ANDIX
13.92%
14.41%
8.89%
14.98%
8.56%
4.93%
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SLMCX vs. ANDIX - Expense Ratio Comparison
SLMCX has a 1.17% expense ratio, which is higher than ANDIX's 0.55% expense ratio.
Risk-Adjusted Performance
SLMCX vs. ANDIX — Risk-Adjusted Performance Rank
SLMCX
ANDIX
SLMCX vs. ANDIX - Risk-Adjusted Performance Comparison
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.
Dividends
SLMCX vs. ANDIX - Dividend Comparison
SLMCX's dividend yield for the trailing twelve months is around 16.05%, more than ANDIX's 2.01% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
SLMCX Columbia Seligman Technology and Information Fund | 16.05% | 14.27% | 5.16% | 9.42% | 11.75% | 10.40% | 11.44% | 12.33% | 11.15% | 8.19% | 10.79% | 12.70% |
ANDIX AQR International Defensive Style Fund | 2.01% | 2.29% | 3.01% | 2.00% | 2.53% | 1.73% | 2.50% | 2.40% | 3.30% | 1.47% | 2.09% | 5.20% |
Drawdowns
SLMCX vs. ANDIX - Drawdown Comparison
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.
Volatility
SLMCX vs. ANDIX - Volatility Comparison
Columbia Seligman Technology and Information Fund (SLMCX) has a higher volatility of 14.94% compared to AQR International Defensive Style Fund (ANDIX) at 5.43%. 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.