GEGTX vs. NINDX
Compare and contrast key facts about Columbia Large Cap Growth Fund (GEGTX) and Columbia Large Cap Index Fund (NINDX).
GEGTX is managed by Columbia Threadneedle. It was launched on Dec 14, 1990. NINDX is managed by Columbia Threadneedle. It was launched on Dec 15, 1993.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: GEGTX or NINDX.
Correlation
The correlation between GEGTX and NINDX is 0.94, 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. NINDX - Performance Comparison
Key characteristics
GEGTX:
1.05
NINDX:
1.00
GEGTX:
1.46
NINDX:
1.35
GEGTX:
1.20
NINDX:
1.19
GEGTX:
1.49
NINDX:
0.73
GEGTX:
4.70
NINDX:
3.85
GEGTX:
4.12%
NINDX:
3.62%
GEGTX:
18.47%
NINDX:
13.91%
GEGTX:
-63.88%
NINDX:
-55.32%
GEGTX:
-6.23%
NINDX:
-7.68%
Returns By Period
In the year-to-date period, GEGTX achieves a 1.38% return, which is significantly lower than NINDX's 2.38% return. Over the past 10 years, GEGTX has outperformed NINDX with an annualized return of 7.75%, while NINDX has yielded a comparatively lower 5.79% annualized return.
GEGTX
1.38%
-2.44%
3.59%
16.34%
10.62%
7.75%
NINDX
2.38%
-1.09%
1.07%
11.43%
3.94%
5.79%
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GEGTX vs. NINDX - Expense Ratio Comparison
GEGTX has a 0.74% expense ratio, which is higher than NINDX's 0.20% expense ratio.
Risk-Adjusted Performance
GEGTX vs. NINDX — Risk-Adjusted Performance Rank
GEGTX
NINDX
GEGTX vs. NINDX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Columbia Large Cap Growth Fund (GEGTX) and Columbia Large Cap Index Fund (NINDX). 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. NINDX - Dividend Comparison
GEGTX has not paid dividends to shareholders, while NINDX's dividend yield for the trailing twelve months is around 1.25%.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
GEGTX Columbia Large Cap Growth Fund | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.34% | 0.00% | 0.00% | 0.17% | 0.46% | 0.00% | 0.52% |
NINDX Columbia Large Cap Index Fund | 1.25% | 1.27% | 1.43% | 1.71% | 1.27% | 1.60% | 1.93% | 2.19% | 1.78% | 1.94% | 2.42% | 1.71% |
Drawdowns
GEGTX vs. NINDX - Drawdown Comparison
The maximum GEGTX drawdown since its inception was -63.88%, which is greater than NINDX's maximum drawdown of -55.32%. Use the drawdown chart below to compare losses from any high point for GEGTX and NINDX. For additional features, visit the drawdowns tool.
Volatility
GEGTX vs. NINDX - Volatility Comparison
Columbia Large Cap Growth Fund (GEGTX) has a higher volatility of 5.20% compared to Columbia Large Cap Index Fund (NINDX) at 3.43%. This indicates that GEGTX's price experiences larger fluctuations and is considered to be riskier than NINDX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.