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COTZX vs MUTHX

Both COTZX and MUTHX are mutual funds. COTZX has a higher 5-year return than MUTHX (11.06% vs 9.38%). COTZX has a lower expense ratio than MUTHX (0.25% vs 0.78%). Below is the comparison between COTZX and MUTHX.

COTZX MUTHX
Security Type Mutual fund Mutual fund
Segment U.S. Balanced: — U.S. Balanced: —
Family Columbia Threadneedle Franklin Templeton Investments
Net Assets $860.70M $4.98B
Expense Ratio 0.25% 0.78%
Management Style active active
Dividend Yield 1.66% 1.74%
Minimum Investment N/A N/A
YTD Return 6.01% 19.78%
1-Year Return 3.82% 8.67%
3-Year Return 16.33% 8.34%
5-Year Return 11.06% 9.38%
10-Year Return 8.98% 8.91%

COTZX description

The Fund seeks to provide long-term total return by investing it assets at predetermined levels in other stock and bond mutual funds, and dependent on the current level of the S&P 500 Index.

COTZX performance & returns

YTD Return 6.01%
1-Month Return 0.96%
3-Month Return 3.82%
1-Year Return 3.82%
3-Year Return 16.33%
5-Year Return 11.06%
10-Year Return 8.98%
COTZX expense ratio is 0.25%.

COTZX holdings

Top 10 Holdings (79.75% of Total Assets)

Name Symbol % Assets
Columbia US Treasury Index Inst3 CUTYX 17.28%
Columbia Large Cap Index Inst3 CLPYX 15.08%
Columbia Quality Income Inst3 CUGYX 9.88%
Columbia Short Term Bond Inst3 CSBYX 7.41%
Columbia Acorn Inst3 CRBYX 5.04%
Columbia Research Enhanced Core ETF RECS 5.02%
Columbia Large Cap Enhanced Core Inst3 CECYX 5.02%
Columbia Contrarian Core Inst3 COFYX 5.02%
Columbia Select Mid Cap Value Instl 3 CMVYX 5.01%
Columbia Acorn International Inst3 CCYIX 4.99%

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MUTHX description

The Fund seeks capital appreciation, which may occasionally be short-term. The secondary goal is income.

MUTHX performance & returns

YTD Return 19.78%
1-Month Return 2.33%
3-Month Return 8.67%
1-Year Return 8.67%
3-Year Return 8.34%
5-Year Return 9.38%
10-Year Return 8.91%
MUTHX expense ratio is 0.78%.

MUTHX holdings

Top 10 Holdings (26.25% of Total Assets)

Name Symbol % Assets
Charter Communications Inc A CHTR 3.35%
Medtronic PLC MDT 3.21%
Samsung Electronics Co Ltd 005930.KS 2.88%
Merck & Co Inc MRK 2.83%
Oracle Corp ORCL 2.46%
Cognizant Technology Solutions Corp A CTSH 2.41%
Williams Companies Inc WMB 2.31%
Novartis AG ADR NVS 2.28%
GlaxoSmithKline PLC GSK.L 2.28%
The Walt Disney Co DIS 2.24%

Other relevant MUTHX comparisons

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