SLMCX vs. FDTRX
Compare and contrast key facts about Columbia Seligman Technology and Information Fund (SLMCX) and Franklin DynaTech Fund Class R6 (FDTRX).
SLMCX is managed by Columbia. It was launched on Jun 22, 1983. FDTRX is managed by Franklin Templeton. It was launched on Jun 24, 2013.
Performance
SLMCX vs. FDTRX - Performance Comparison
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SLMCX vs. FDTRX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
SLMCX Columbia Seligman Technology and Information Fund | 0.17% | 37.32% | 26.67% | 44.27% | -31.14% | 38.97% | 44.45% | 54.15% | -8.12% | 34.08% |
FDTRX Franklin DynaTech Fund Class R6 | -15.17% | 18.97% | 31.01% | 44.92% | -40.07% | 12.90% | 58.22% | 36.84% | 3.22% | 39.87% |
Returns By Period
In the year-to-date period, SLMCX achieves a 0.17% return, which is significantly higher than FDTRX's -15.17% return. Over the past 10 years, SLMCX has outperformed FDTRX with an annualized return of 22.20%, while FDTRX has yielded a comparatively lower 15.79% annualized return.
SLMCX
- 1D
- -2.99%
- 1M
- -9.33%
- YTD
- 0.17%
- 6M
- 5.15%
- 1Y
- 58.16%
- 3Y*
- 29.27%
- 5Y*
- 16.53%
- 10Y*
- 22.20%
FDTRX
- 1D
- -1.40%
- 1M
- -9.28%
- YTD
- -15.17%
- 6M
- -15.64%
- 1Y
- 15.24%
- 3Y*
- 17.63%
- 5Y*
- 5.79%
- 10Y*
- 15.79%
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SLMCX vs. FDTRX - Expense Ratio Comparison
SLMCX has a 1.17% expense ratio, which is higher than FDTRX's 0.48% expense ratio.
Return for Risk
SLMCX vs. FDTRX — Risk / Return Rank
SLMCX
FDTRX
SLMCX vs. FDTRX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Columbia Seligman Technology and Information Fund (SLMCX) and Franklin DynaTech Fund Class R6 (FDTRX). 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.
| SLMCX | FDTRX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 1.90 | 0.56 | +1.34 |
Sortino ratioReturn per unit of downside risk | 2.46 | 0.98 | +1.48 |
Omega ratioGain probability vs. loss probability | 1.34 | 1.13 | +0.21 |
Calmar ratioReturn relative to maximum drawdown | 3.54 | 0.49 | +3.05 |
Martin ratioReturn relative to average drawdown | 13.44 | 1.61 | +11.83 |
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
| SLMCX | FDTRX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.90 | 0.56 | +1.34 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.64 | 0.22 | +0.42 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.86 | 0.65 | +0.21 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.69 | 0.65 | +0.04 |
Correlation
The correlation between SLMCX and FDTRX is 0.86, 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
SLMCX vs. FDTRX - Dividend Comparison
SLMCX's dividend yield for the trailing twelve months is around 9.44%, less than FDTRX's 12.24% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
SLMCX Columbia Seligman Technology and Information Fund | 9.44% | 9.45% | 14.27% | 5.16% | 9.42% | 11.75% | 10.40% | 11.44% | 12.33% | 11.15% | 8.19% | 10.79% |
FDTRX Franklin DynaTech Fund Class R6 | 12.24% | 10.39% | 0.00% | 0.00% | 0.00% | 1.36% | 0.00% | 0.71% | 2.80% | 1.71% | 3.44% | 2.40% |
Drawdowns
SLMCX vs. FDTRX - Drawdown Comparison
The maximum SLMCX drawdown since its inception was -68.10%, which is greater than FDTRX's maximum drawdown of -48.10%. Use the drawdown chart below to compare losses from any high point for SLMCX and FDTRX.
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Drawdown Indicators
| SLMCX | FDTRX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -68.10% | -48.10% | -20.00% |
Max Drawdown (1Y)Largest decline over 1 year | -14.88% | -20.39% | +5.51% |
Max Drawdown (5Y)Largest decline over 5 years | -37.32% | -48.10% | +10.78% |
Max Drawdown (10Y)Largest decline over 10 years | -37.32% | -48.10% | +10.78% |
Current DrawdownCurrent decline from peak | -11.96% | -20.39% | +8.43% |
Average DrawdownAverage peak-to-trough decline | -13.05% | -9.22% | -3.83% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 3.93% | 6.24% | -2.31% |
Volatility
SLMCX vs. FDTRX - Volatility Comparison
Columbia Seligman Technology and Information Fund (SLMCX) has a higher volatility of 9.50% compared to Franklin DynaTech Fund Class R6 (FDTRX) at 7.58%. This indicates that SLMCX's price experiences larger fluctuations and is considered to be riskier than FDTRX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| SLMCX | FDTRX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 9.50% | 7.58% | +1.92% |
Volatility (6M)Calculated over the trailing 6-month period | 21.01% | 16.06% | +4.95% |
Volatility (1Y)Calculated over the trailing 1-year period | 30.59% | 26.05% | +4.54% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 25.96% | 26.20% | -0.24% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 25.93% | 24.48% | +1.45% |