SLMCX vs. FISMX
Compare and contrast key facts about Columbia Seligman Technology and Information Fund (SLMCX) and Fidelity International Small Cap Fund (FISMX).
SLMCX is managed by Columbia Threadneedle. It was launched on Jun 22, 1983. FISMX is managed by Fidelity. It was launched on Sep 18, 2002.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: SLMCX or FISMX.
Performance
SLMCX vs. FISMX - Performance Comparison
Returns By Period
In the year-to-date period, SLMCX achieves a 21.26% return, which is significantly higher than FISMX's 0.32% return. Over the past 10 years, SLMCX has outperformed FISMX with an annualized return of 8.46%, while FISMX has yielded a comparatively lower 7.57% annualized return.
SLMCX
21.26%
2.14%
9.32%
25.56%
9.66%
8.46%
FISMX
0.32%
-5.30%
-4.26%
8.88%
5.57%
7.57%
Key characteristics
SLMCX | FISMX | |
---|---|---|
Sharpe Ratio | 1.25 | 0.84 |
Sortino Ratio | 1.73 | 1.23 |
Omega Ratio | 1.23 | 1.15 |
Calmar Ratio | 0.98 | 0.78 |
Martin Ratio | 6.36 | 3.61 |
Ulcer Index | 3.96% | 2.55% |
Daily Std Dev | 20.20% | 11.01% |
Max Drawdown | -86.89% | -58.76% |
Current Drawdown | -4.80% | -8.57% |
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SLMCX vs. FISMX - Expense Ratio Comparison
SLMCX has a 1.17% expense ratio, which is higher than FISMX's 1.01% expense ratio.
Correlation
The correlation between SLMCX and FISMX is 0.57, which is considered to be moderate. This suggests that the two assets have some degree of positive relationship in their price movements. Moderate correlation can be acceptable for portfolio diversification, offering a balance between risk and potential returns.
Risk-Adjusted Performance
SLMCX vs. FISMX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Columbia Seligman Technology and Information Fund (SLMCX) and Fidelity International Small Cap Fund (FISMX). 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. FISMX - Dividend Comparison
SLMCX has not paid dividends to shareholders, while FISMX's dividend yield for the trailing twelve months is around 1.86%.
TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
---|---|---|---|---|---|---|---|---|---|---|---|---|
Columbia Seligman Technology and Information Fund | 0.00% | 0.00% | 0.00% | 0.00% | 0.42% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
Fidelity International Small Cap Fund | 1.86% | 1.87% | 0.70% | 2.57% | 0.83% | 1.83% | 1.91% | 0.98% | 1.46% | 5.45% | 18.12% | 2.92% |
Drawdowns
SLMCX vs. FISMX - Drawdown Comparison
The maximum SLMCX drawdown since its inception was -86.89%, which is greater than FISMX's maximum drawdown of -58.76%. Use the drawdown chart below to compare losses from any high point for SLMCX and FISMX. For additional features, visit the drawdowns tool.
Volatility
SLMCX vs. FISMX - Volatility Comparison
Columbia Seligman Technology and Information Fund (SLMCX) has a higher volatility of 5.23% compared to Fidelity International Small Cap Fund (FISMX) at 2.95%. This indicates that SLMCX's price experiences larger fluctuations and is considered to be riskier than FISMX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.