GEGTX vs. FXAIX
Compare and contrast key facts about Columbia Large Cap Growth Fund (GEGTX) and Fidelity 500 Index Fund (FXAIX).
GEGTX is managed by Columbia Threadneedle. It was launched on Dec 14, 1990. FXAIX is managed by Fidelity.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: GEGTX or FXAIX.
Correlation
The correlation between GEGTX and FXAIX is 0.93, 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.
Performance
GEGTX vs. FXAIX - Performance Comparison
Key characteristics
GEGTX:
0.44
FXAIX:
0.53
GEGTX:
0.78
FXAIX:
0.87
GEGTX:
1.11
FXAIX:
1.13
GEGTX:
0.46
FXAIX:
0.55
GEGTX:
1.61
FXAIX:
2.29
GEGTX:
6.82%
FXAIX:
4.55%
GEGTX:
25.00%
FXAIX:
19.55%
GEGTX:
-60.79%
FXAIX:
-33.79%
GEGTX:
-13.23%
FXAIX:
-9.89%
Returns By Period
In the year-to-date period, GEGTX achieves a -9.34% return, which is significantly lower than FXAIX's -5.72% return. Over the past 10 years, GEGTX has outperformed FXAIX with an annualized return of 13.62%, while FXAIX has yielded a comparatively lower 12.07% annualized return.
GEGTX
-9.34%
1.73%
-5.63%
9.92%
16.12%
13.62%
FXAIX
-5.72%
-0.95%
-4.27%
9.76%
15.87%
12.07%
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GEGTX vs. FXAIX - Expense Ratio Comparison
GEGTX has a 0.74% expense ratio, which is higher than FXAIX's 0.02% expense ratio.
Risk-Adjusted Performance
GEGTX vs. FXAIX — Risk-Adjusted Performance Rank
GEGTX
FXAIX
GEGTX vs. FXAIX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Columbia Large Cap Growth Fund (GEGTX) and Fidelity 500 Index Fund (FXAIX). 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
GEGTX vs. FXAIX - Dividend Comparison
GEGTX's dividend yield for the trailing twelve months is around 5.84%, more than FXAIX's 1.35% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
GEGTX Columbia Large Cap Growth Fund | 5.84% | 5.29% | 4.12% | 0.00% | 8.54% | 12.38% | 8.02% | 9.24% | 6.28% | 1.81% | 10.17% | 12.02% |
FXAIX Fidelity 500 Index Fund | 1.35% | 1.25% | 1.45% | 1.69% | 1.22% | 1.60% | 1.95% | 2.07% | 1.81% | 2.01% | 2.56% | 2.63% |
Drawdowns
GEGTX vs. FXAIX - Drawdown Comparison
The maximum GEGTX drawdown since its inception was -60.79%, which is greater than FXAIX's maximum drawdown of -33.79%. Use the drawdown chart below to compare losses from any high point for GEGTX and FXAIX. For additional features, visit the drawdowns tool.
Volatility
GEGTX vs. FXAIX - Volatility Comparison
Columbia Large Cap Growth Fund (GEGTX) has a higher volatility of 16.44% compared to Fidelity 500 Index Fund (FXAIX) at 14.39%. This indicates that GEGTX's price experiences larger fluctuations and is considered to be riskier than FXAIX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.