SLVAX vs. CDDYX
Compare and contrast key facts about Columbia Select Large Cap Value Fund (SLVAX) and Columbia Dividend Income Fund Institutional 3 Class (CDDYX).
SLVAX is managed by Columbia. It was launched on Apr 25, 1997. CDDYX is managed by Columbia. It was launched on Nov 8, 2012.
Performance
SLVAX vs. CDDYX - Performance Comparison
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SLVAX vs. CDDYX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
SLVAX Columbia Select Large Cap Value Fund | 0.18% | 27.60% | 12.53% | 5.56% | -1.09% | 26.34% | 6.12% | 26.57% | -12.32% | 18.98% |
CDDYX Columbia Dividend Income Fund Institutional 3 Class | 1.65% | 15.95% | 15.17% | 10.65% | -4.84% | 26.43% | 7.92% | 28.74% | -4.27% | 20.34% |
Returns By Period
In the year-to-date period, SLVAX achieves a 0.18% return, which is significantly lower than CDDYX's 1.65% return. Both investments have delivered pretty close results over the past 10 years, with SLVAX having a 12.18% annualized return and CDDYX not far behind at 12.13%.
SLVAX
- 1D
- -0.61%
- 1M
- -8.86%
- YTD
- 0.18%
- 6M
- 9.29%
- 1Y
- 24.29%
- 3Y*
- 15.51%
- 5Y*
- 10.57%
- 10Y*
- 12.18%
CDDYX
- 1D
- 0.03%
- 1M
- -5.46%
- YTD
- 1.65%
- 6M
- 4.20%
- 1Y
- 14.89%
- 3Y*
- 14.58%
- 5Y*
- 10.65%
- 10Y*
- 12.13%
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SLVAX vs. CDDYX - Expense Ratio Comparison
SLVAX has a 0.80% expense ratio, which is higher than CDDYX's 0.55% expense ratio.
Return for Risk
SLVAX vs. CDDYX — Risk / Return Rank
SLVAX
CDDYX
SLVAX vs. CDDYX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Columbia Select Large Cap Value Fund (SLVAX) and Columbia Dividend Income Fund Institutional 3 Class (CDDYX). 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.
| SLVAX | CDDYX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 1.50 | 1.20 | +0.30 |
Sortino ratioReturn per unit of downside risk | 2.03 | 1.70 | +0.32 |
Omega ratioGain probability vs. loss probability | 1.32 | 1.26 | +0.06 |
Calmar ratioReturn relative to maximum drawdown | 1.89 | 1.47 | +0.42 |
Martin ratioReturn relative to average drawdown | 8.12 | 6.88 | +1.25 |
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
| SLVAX | CDDYX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.50 | 1.20 | +0.30 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.67 | 0.81 | -0.14 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.65 | 0.78 | -0.12 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.39 | 0.85 | -0.46 |
Correlation
The correlation between SLVAX and CDDYX is 0.89, 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
SLVAX vs. CDDYX - Dividend Comparison
SLVAX's dividend yield for the trailing twelve months is around 8.53%, more than CDDYX's 5.29% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
SLVAX Columbia Select Large Cap Value Fund | 8.53% | 8.54% | 3.46% | 3.60% | 1.38% | 5.91% | 7.52% | 6.96% | 4.83% | 3.86% | 7.19% | 4.49% |
CDDYX Columbia Dividend Income Fund Institutional 3 Class | 5.29% | 5.33% | 5.99% | 4.96% | 3.90% | 2.93% | 1.85% | 3.28% | 7.65% | 4.03% | 3.84% | 8.35% |
Drawdowns
SLVAX vs. CDDYX - Drawdown Comparison
The maximum SLVAX drawdown since its inception was -60.01%, which is greater than CDDYX's maximum drawdown of -32.74%. Use the drawdown chart below to compare losses from any high point for SLVAX and CDDYX.
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Drawdown Indicators
| SLVAX | CDDYX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -60.01% | -32.74% | -27.27% |
Max Drawdown (1Y)Largest decline over 1 year | -12.40% | -10.17% | -2.23% |
Max Drawdown (5Y)Largest decline over 5 years | -18.44% | -16.91% | -1.53% |
Max Drawdown (10Y)Largest decline over 10 years | -41.50% | -32.74% | -8.76% |
Current DrawdownCurrent decline from peak | -9.03% | -5.46% | -3.57% |
Average DrawdownAverage peak-to-trough decline | -9.36% | -2.79% | -6.57% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 2.89% | 2.18% | +0.71% |
Volatility
SLVAX vs. CDDYX - Volatility Comparison
Columbia Select Large Cap Value Fund (SLVAX) has a higher volatility of 3.76% compared to Columbia Dividend Income Fund Institutional 3 Class (CDDYX) at 2.92%. This indicates that SLVAX's price experiences larger fluctuations and is considered to be riskier than CDDYX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| SLVAX | CDDYX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 3.76% | 2.92% | +0.84% |
Volatility (6M)Calculated over the trailing 6-month period | 9.05% | 6.83% | +2.22% |
Volatility (1Y)Calculated over the trailing 1-year period | 16.95% | 13.61% | +3.34% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 15.88% | 13.29% | +2.59% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 18.68% | 15.68% | +3.00% |