SMGIX vs. IGIAX
Compare and contrast key facts about Columbia Contrarian Core Fund (SMGIX) and Integrity ESG Growth & Income Fund (IGIAX).
SMGIX is managed by Columbia Threadneedle. It was launched on Dec 14, 1992. IGIAX is managed by IntegrityVikingFunds. It was launched on Jan 3, 1995.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: SMGIX or IGIAX.
Performance
SMGIX vs. IGIAX - Performance Comparison
Returns By Period
The year-to-date returns for both investments are quite close, with SMGIX having a 22.46% return and IGIAX slightly higher at 22.89%. Over the past 10 years, SMGIX has outperformed IGIAX with an annualized return of 12.78%, while IGIAX has yielded a comparatively lower 11.54% annualized return.
SMGIX
22.46%
-0.05%
8.79%
29.97%
15.78%
12.78%
IGIAX
22.89%
-0.81%
9.21%
29.97%
13.45%
11.54%
Key characteristics
| SMGIX | IGIAX | |
|---|---|---|
| Sharpe Ratio | 2.47 | 2.24 |
| Sortino Ratio | 3.30 | 3.13 |
| Omega Ratio | 1.46 | 1.41 |
| Calmar Ratio | 3.42 | 3.30 |
| Martin Ratio | 15.51 | 12.87 |
| Ulcer Index | 1.95% | 2.33% |
| Daily Std Dev | 12.26% | 13.39% |
| Max Drawdown | -50.62% | -43.45% |
| Current Drawdown | -1.91% | -1.76% |
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SMGIX vs. IGIAX - Expense Ratio Comparison
SMGIX has a 0.75% expense ratio, which is lower than IGIAX's 1.24% expense ratio.
Correlation
The correlation between SMGIX and IGIAX is 0.90, 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.
Risk-Adjusted Performance
SMGIX vs. IGIAX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Columbia Contrarian Core Fund (SMGIX) and Integrity ESG Growth & Income Fund (IGIAX). 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
SMGIX vs. IGIAX - Dividend Comparison
SMGIX's dividend yield for the trailing twelve months is around 0.48%, less than IGIAX's 0.55% yield.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
SMGIX Columbia Contrarian Core Fund | 0.48% | 0.58% | 0.57% | 0.49% | 0.78% | 1.08% | 1.35% | 0.95% | 0.91% | 2.86% | 0.74% | 0.75% |
IGIAX Integrity ESG Growth & Income Fund | 0.55% | 0.67% | 0.54% | 0.09% | 0.60% | 1.39% | 0.66% | 1.08% | 1.46% | 0.79% | 0.67% | 0.37% |
Drawdowns
SMGIX vs. IGIAX - Drawdown Comparison
The maximum SMGIX drawdown since its inception was -50.62%, which is greater than IGIAX's maximum drawdown of -43.45%. Use the drawdown chart below to compare losses from any high point for SMGIX and IGIAX. For additional features, visit the drawdowns tool.
Volatility
SMGIX vs. IGIAX - Volatility Comparison
Columbia Contrarian Core Fund (SMGIX) has a higher volatility of 4.12% compared to Integrity ESG Growth & Income Fund (IGIAX) at 3.32%. This indicates that SMGIX's price experiences larger fluctuations and is considered to be riskier than IGIAX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.