SMGIX vs. PMYYX

In the year-to-date period, SMGIX achieves a 0.73% return, which is significantly higher than PMYYX's 0.12% return. Over the past 10 years, SMGIX has underperformed PMYYX with an annualized return of 5.62%, while PMYYX has yielded a comparatively higher 10.03% annualized return.

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SMGIX has a 0.75% expense ratio, which is higher than PMYYX's 0.71% expense ratio.

This table presents a comparison of risk-adjusted performance metrics for Columbia Contrarian Core Fund (SMGIX) and Putnam Multi-Cap Core Fund (PMYYX). 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.

The current SMGIX Sharpe Ratio is 0.06, which is lower than the PMYYX Sharpe Ratio of 0.40. The chart below compares the historical Sharpe Ratios of SMGIX and PMYYX, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.

SMGIX's dividend yield for the trailing twelve months is around 0.59%, less than PMYYX's 0.73% yield.

The maximum SMGIX drawdown since its inception was -57.95%, which is greater than PMYYX's maximum drawdown of -35.25%. Use the drawdown chart below to compare losses from any high point for SMGIX and PMYYX. For additional features, visit the drawdowns tool.

Columbia Contrarian Core Fund (SMGIX) and Putnam Multi-Cap Core Fund (PMYYX) have volatilities of 6.25% and 6.16%, respectively, indicating that both stocks experience similar levels of price fluctuations. This suggests that the risk associated with both stocks, as measured by volatility, is nearly the same. The chart below showcases a comparison of their rolling one-month volatility.