SMGIX vs. PMYYX
Compare and contrast key facts about Columbia Contrarian Core Fund (SMGIX) and Putnam Multi-Cap Core Fund (PMYYX).
SMGIX is managed by Columbia Threadneedle. It was launched on Dec 14, 1992. PMYYX is managed by Putnam. It was launched on Sep 24, 2010.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: SMGIX or PMYYX.
Performance
SMGIX vs. PMYYX - Performance Comparison
Returns By Period
In the year-to-date period, SMGIX achieves a 23.89% return, which is significantly lower than PMYYX's 27.95% return. Over the past 10 years, SMGIX has outperformed PMYYX with an annualized return of 12.78%, while PMYYX has yielded a comparatively lower 11.05% annualized return.
SMGIX
23.89%
1.12%
10.72%
30.00%
16.17%
12.78%
PMYYX
27.95%
1.88%
14.09%
31.76%
12.74%
11.05%
Key characteristics
| SMGIX | PMYYX | |
|---|---|---|
| Sharpe Ratio | 2.50 | 2.64 |
| Sortino Ratio | 3.33 | 3.49 |
| Omega Ratio | 1.47 | 1.49 |
| Calmar Ratio | 3.46 | 3.05 |
| Martin Ratio | 15.65 | 17.24 |
| Ulcer Index | 1.96% | 1.88% |
| Daily Std Dev | 12.25% | 12.30% |
| Max Drawdown | -50.62% | -35.25% |
| Current Drawdown | -0.76% | -1.28% |
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SMGIX vs. PMYYX - Expense Ratio Comparison
SMGIX has a 0.75% expense ratio, which is higher than PMYYX's 0.71% expense ratio.
Correlation
The correlation between SMGIX and PMYYX is 0.96, 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. PMYYX - Risk-Adjusted Performance Comparison
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.
Dividends
SMGIX vs. PMYYX - Dividend Comparison
SMGIX's dividend yield for the trailing twelve months is around 0.47%, less than PMYYX's 0.75% yield.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
SMGIX Columbia Contrarian Core Fund | 0.47% | 0.58% | 0.57% | 0.49% | 0.78% | 1.08% | 1.35% | 0.95% | 0.91% | 2.86% | 0.74% | 0.75% |
PMYYX Putnam Multi-Cap Core Fund | 0.75% | 0.95% | 0.32% | 0.99% | 1.07% | 1.74% | 0.00% | 1.44% | 1.21% | 2.29% | 2.15% | 10.12% |
Drawdowns
SMGIX vs. PMYYX - Drawdown Comparison
The maximum SMGIX drawdown since its inception was -50.62%, 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.
Volatility
SMGIX vs. PMYYX - Volatility Comparison
Columbia Contrarian Core Fund (SMGIX) and Putnam Multi-Cap Core Fund (PMYYX) have volatilities of 4.06% and 4.19%, 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.