SLVAX vs. SLMCX
Compare and contrast key facts about Columbia Select Large Cap Value Fund (SLVAX) and Columbia Seligman Technology and Information Fund (SLMCX).
SLVAX is managed by Columbia. It was launched on Apr 25, 1997. SLMCX is managed by Columbia. It was launched on Jun 22, 1983.
Performance
SLVAX vs. SLMCX - Performance Comparison
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SLVAX vs. SLMCX - 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% |
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% |
Returns By Period
In the year-to-date period, SLVAX achieves a 0.18% return, which is significantly higher than SLMCX's 0.17% return. Over the past 10 years, SLVAX has underperformed SLMCX with an annualized return of 12.18%, while SLMCX has yielded a comparatively higher 22.20% annualized return.
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%
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%
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SLVAX vs. SLMCX - Expense Ratio Comparison
SLVAX has a 0.80% expense ratio, which is lower than SLMCX's 1.17% expense ratio.
Return for Risk
SLVAX vs. SLMCX — Risk / Return Rank
SLVAX
SLMCX
SLVAX vs. SLMCX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Columbia Select Large Cap Value Fund (SLVAX) and Columbia Seligman Technology and Information Fund (SLMCX). 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 | SLMCX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 1.50 | 1.90 | -0.39 |
Sortino ratioReturn per unit of downside risk | 2.03 | 2.46 | -0.44 |
Omega ratioGain probability vs. loss probability | 1.32 | 1.34 | -0.03 |
Calmar ratioReturn relative to maximum drawdown | 1.89 | 3.54 | -1.65 |
Martin ratioReturn relative to average drawdown | 8.12 | 13.44 | -5.31 |
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 | SLMCX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.50 | 1.90 | -0.39 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.67 | 0.64 | +0.03 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.65 | 0.86 | -0.20 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.39 | 0.69 | -0.30 |
Correlation
The correlation between SLVAX and SLMCX is 0.69, 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.
Dividends
SLVAX vs. SLMCX - Dividend Comparison
SLVAX's dividend yield for the trailing twelve months is around 8.53%, less than SLMCX's 9.44% 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% |
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% |
Drawdowns
SLVAX vs. SLMCX - Drawdown Comparison
The maximum SLVAX drawdown since its inception was -60.01%, smaller than the maximum SLMCX drawdown of -68.10%. Use the drawdown chart below to compare losses from any high point for SLVAX and SLMCX.
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Drawdown Indicators
| SLVAX | SLMCX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -60.01% | -68.10% | +8.09% |
Max Drawdown (1Y)Largest decline over 1 year | -12.40% | -14.88% | +2.48% |
Max Drawdown (5Y)Largest decline over 5 years | -18.44% | -37.32% | +18.88% |
Max Drawdown (10Y)Largest decline over 10 years | -41.50% | -37.32% | -4.18% |
Current DrawdownCurrent decline from peak | -9.03% | -11.96% | +2.93% |
Average DrawdownAverage peak-to-trough decline | -9.36% | -13.05% | +3.69% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 2.89% | 3.93% | -1.04% |
Volatility
SLVAX vs. SLMCX - Volatility Comparison
The current volatility for Columbia Select Large Cap Value Fund (SLVAX) is 3.76%, while Columbia Seligman Technology and Information Fund (SLMCX) has a volatility of 9.50%. This indicates that SLVAX experiences smaller price fluctuations and is considered to be less risky than SLMCX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| SLVAX | SLMCX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 3.76% | 9.50% | -5.74% |
Volatility (6M)Calculated over the trailing 6-month period | 9.05% | 21.01% | -11.96% |
Volatility (1Y)Calculated over the trailing 1-year period | 16.95% | 30.59% | -13.64% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 15.88% | 25.96% | -10.08% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 18.68% | 25.93% | -7.25% |