GEGTX vs. CDDYX
Compare and contrast key facts about Columbia Large Cap Growth Fund (GEGTX) and Columbia Dividend Income Fund Institutional 3 Class (CDDYX).
GEGTX is managed by Columbia. It was launched on Dec 14, 1990. CDDYX is managed by Columbia. It was launched on Nov 8, 2012.
Performance
GEGTX vs. CDDYX - Performance Comparison
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GEGTX vs. CDDYX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
GEGTX Columbia Large Cap Growth Fund | -9.54% | 16.44% | 31.91% | 43.94% | -32.01% | 29.40% | 34.43% | 36.17% | -3.88% | 28.00% |
CDDYX Columbia Dividend Income Fund Institutional 3 Class | 3.28% | 15.95% | 15.17% | 10.65% | -4.84% | 26.43% | 7.92% | 28.74% | -4.27% | 20.34% |
Returns By Period
In the year-to-date period, GEGTX achieves a -9.54% return, which is significantly lower than CDDYX's 3.28% return. Over the past 10 years, GEGTX has outperformed CDDYX with an annualized return of 15.26%, while CDDYX has yielded a comparatively lower 12.31% annualized return.
GEGTX
- 1D
- 3.78%
- 1M
- -4.74%
- YTD
- -9.54%
- 6M
- -7.88%
- 1Y
- 17.30%
- 3Y*
- 20.75%
- 5Y*
- 10.67%
- 10Y*
- 15.26%
CDDYX
- 1D
- 1.60%
- 1M
- -3.90%
- YTD
- 3.28%
- 6M
- 5.98%
- 1Y
- 16.96%
- 3Y*
- 15.18%
- 5Y*
- 10.80%
- 10Y*
- 12.31%
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GEGTX vs. CDDYX - Expense Ratio Comparison
GEGTX has a 0.74% expense ratio, which is higher than CDDYX's 0.55% expense ratio.
Return for Risk
GEGTX vs. CDDYX — Risk / Return Rank
GEGTX
CDDYX
GEGTX vs. CDDYX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Columbia Large Cap Growth Fund (GEGTX) and Columbia Dividend Income Fund Institutional 3 Class (CDDYX). 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.
| GEGTX | CDDYX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.83 | 1.23 | -0.41 |
Sortino ratioReturn per unit of downside risk | 1.34 | 1.75 | -0.40 |
Omega ratioGain probability vs. loss probability | 1.19 | 1.27 | -0.08 |
Calmar ratioReturn relative to maximum drawdown | 1.19 | 1.78 | -0.59 |
Martin ratioReturn relative to average drawdown | 4.27 | 8.25 | -3.98 |
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
| GEGTX | CDDYX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.83 | 1.23 | -0.41 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.50 | 0.82 | -0.32 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.72 | 0.79 | -0.07 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.64 | 0.86 | -0.22 |
Correlation
The correlation between GEGTX and CDDYX is 0.76, 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.
Dividends
GEGTX vs. CDDYX - Dividend Comparison
GEGTX's dividend yield for the trailing twelve months is around 9.74%, more than CDDYX's 5.21% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
GEGTX Columbia Large Cap Growth Fund | 9.74% | 8.81% | 5.29% | 4.12% | 0.00% | 8.54% | 12.38% | 8.02% | 9.24% | 6.28% | 1.81% | 10.17% |
CDDYX Columbia Dividend Income Fund Institutional 3 Class | 5.21% | 5.33% | 5.99% | 4.96% | 3.90% | 2.93% | 1.85% | 3.28% | 7.65% | 4.03% | 3.84% | 8.35% |
Drawdowns
GEGTX vs. CDDYX - Drawdown Comparison
The maximum GEGTX drawdown since its inception was -53.08%, which is greater than CDDYX's maximum drawdown of -32.74%. Use the drawdown chart below to compare losses from any high point for GEGTX and CDDYX.
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Drawdown Indicators
| GEGTX | CDDYX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -53.08% | -32.74% | -20.34% |
Max Drawdown (1Y)Largest decline over 1 year | -15.25% | -10.17% | -5.08% |
Max Drawdown (5Y)Largest decline over 5 years | -35.64% | -16.91% | -18.73% |
Max Drawdown (10Y)Largest decline over 10 years | -35.64% | -32.74% | -2.90% |
Current DrawdownCurrent decline from peak | -12.05% | -3.95% | -8.10% |
Average DrawdownAverage peak-to-trough decline | -9.96% | -2.79% | -7.17% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 4.27% | 2.19% | +2.08% |
Volatility
GEGTX vs. CDDYX - Volatility Comparison
Columbia Large Cap Growth Fund (GEGTX) has a higher volatility of 6.79% compared to Columbia Dividend Income Fund Institutional 3 Class (CDDYX) at 3.45%. This indicates that GEGTX's price experiences larger fluctuations and is considered to be riskier than CDDYX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| GEGTX | CDDYX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 6.79% | 3.45% | +3.34% |
Volatility (6M)Calculated over the trailing 6-month period | 12.21% | 7.00% | +5.21% |
Volatility (1Y)Calculated over the trailing 1-year period | 22.21% | 13.67% | +8.54% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 21.66% | 13.31% | +8.35% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 21.23% | 15.68% | +5.55% |