GEGTX vs. VIGAX
GEGTX (Columbia Large Cap Growth Fund) and VIGAX (Vanguard Growth Index Fund Admiral Shares) are both Large Cap Growth Equities funds. Over the past 10 years, GEGTX returned 17.27%/yr vs 18.01%/yr for VIGAX. With a 0.98 correlation, they move nearly in lockstep. GEGTX charges 0.74%/yr vs 0.05%/yr for VIGAX.
Performance
GEGTX vs. VIGAX - Performance Comparison
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Returns By Period
In the year-to-date period, GEGTX achieves a 4.21% return, which is significantly higher than VIGAX's 3.53% return. Both investments have delivered pretty close results over the past 10 years, with GEGTX having a 17.27% annualized return and VIGAX not far ahead at 18.01%.
GEGTX
- 1D
- -1.46%
- 1M
- -3.07%
- YTD
- 4.21%
- 6M
- 2.96%
- 1Y
- 19.01%
- 3Y*
- 21.56%
- 5Y*
- 11.72%
- 10Y*
- 17.27%
VIGAX
- 1D
- -2.10%
- 1M
- -3.95%
- YTD
- 3.53%
- 6M
- 2.04%
- 1Y
- 18.30%
- 3Y*
- 22.74%
- 5Y*
- 12.78%
- 10Y*
- 18.01%
GEGTX vs. VIGAX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
GEGTX Columbia Large Cap Growth Fund | 4.21% | 16.44% | 31.91% | 43.94% | -32.01% | 29.40% | 34.43% | 36.17% | -3.88% | 28.00% |
VIGAX Vanguard Growth Index Fund Admiral Shares | 3.53% | 19.43% | 32.67% | 46.76% | -33.14% | 27.26% | 40.18% | 37.23% | -3.35% | 27.80% |
Correlation
The correlation between GEGTX and VIGAX is 0.99 - these two move nearly in lockstep. At this level, holding both provides almost no diversification benefit. If you already own one, adding the other does little to reduce portfolio risk.
| Correlation | |
|---|---|
Correlation (1Y) Calculated over the trailing 1-year period | 0.99 |
Correlation (3Y) Calculated over the trailing 3-year period | 0.99 |
Correlation (5Y) Calculated over the trailing 5-year period | 0.99 |
Correlation (10Y) Calculated over the trailing 10-year period | 0.99 |
Correlation (All Time) Calculated using the full available price history since Nov 13, 2000 | 0.98 |
The correlation between GEGTX and VIGAX has been stable across timeframes, ranging from 0.98 to 0.99 - a consistent structural relationship.
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Return for Risk
GEGTX vs. VIGAX — Risk / Return Rank
GEGTX
VIGAX
GEGTX vs. VIGAX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Columbia Large Cap Growth Fund (GEGTX) and Vanguard Growth Index Fund Admiral Shares (VIGAX). 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.
Values are calculated on a 1-year rolling basis and updated daily. Risk-adjusted metrics are more stable over longer periods — use the period switch above to explore them.
| GEGTX | VIGAX | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | +0.09 | ||
| Sortino ratioReturn per unit of downside risk | +0.12 | ||
| Omega ratioGain probability vs. loss probability | 1.23 | 1.21 | +0.02 |
| Calmar ratioReturn relative to maximum drawdown | 1.36 | 1.22 | +0.14 |
| Martin ratioReturn relative to average drawdown | 4.69 | 4.17 | +0.52 |
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Drawdowns
GEGTX vs. VIGAX - Drawdown Comparison
The maximum GEGTX drawdown since its inception was -53.08%, roughly equal to the maximum VIGAX drawdown of -50.66%. Use the drawdown chart below to compare losses from any high point for GEGTX and VIGAX.
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Drawdown Indicators
| GEGTX | VIGAX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -53.08% | -50.66% | -2.42% |
Max Drawdown (1Y)Largest decline over 1 year | -15.25% | -16.51% | +1.26% |
Max Drawdown (3Y)Largest decline over 3 years | -23.67% | -23.04% | -0.63% |
Max Drawdown (5Y)Largest decline over 5 years | -35.64% | -35.63% | -0.01% |
Max Drawdown (10Y)Largest decline over 10 years | -35.64% | -35.63% | -0.01% |
Current DrawdownCurrent decline from peak | -6.72% | -6.85% | +0.13% |
Average DrawdownAverage peak-to-trough decline | -9.91% | -11.94% | +2.03% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 4.42% | 4.82% | -0.40% |
Volatility
GEGTX vs. VIGAX - Volatility Comparison
The current volatility for Columbia Large Cap Growth Fund (GEGTX) is 6.52%, while Vanguard Growth Index Fund Admiral Shares (VIGAX) has a volatility of 6.88%. This indicates that GEGTX experiences smaller price fluctuations and is considered to be less risky than VIGAX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| GEGTX | VIGAX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 6.52% | 6.88% | -0.36% |
Volatility (6M)Calculated over the trailing 6-month period | 12.86% | 13.48% | -0.62% |
Volatility (1Y)Calculated over the trailing 1-year period | 16.30% | 17.00% | -0.70% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 21.77% | 22.51% | -0.74% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 21.31% | 21.65% | -0.34% |
GEGTX vs. VIGAX - Expense Ratio Comparison
GEGTX has a 0.74% expense ratio, which is higher than VIGAX's 0.05% expense ratio.
Dividends
GEGTX vs. VIGAX - Dividend Comparison
GEGTX's dividend yield for the trailing twelve months is around 8.45%, more than VIGAX's 0.38% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
GEGTX Columbia Large Cap Growth Fund | 8.45% | 8.81% | 5.29% | 4.12% | 0.00% | 8.54% | 12.38% | 8.02% | 9.24% | 6.28% | 1.81% | 10.17% |
VIGAX Vanguard Growth Index Fund Admiral Shares | 0.38% | 0.40% | 0.46% | 0.57% | 0.69% | 0.47% | 0.66% | 0.94% | 1.31% | 1.14% | 1.39% | 1.31% |
Frequently Asked Questions
With a correlation of 0.99, GEGTX and VIGAX move almost identically. Holding both adds very little diversification - you're essentially doubling your position in the same market segment. Choosing one is usually more capital-efficient.
VIGAX has higher volatility (6.88%) compared to GEGTX (6.52%). In terms of maximum drawdown, GEGTX dropped -53.08% vs VIGAX's -50.66%.
GEGTX currently has the higher Sharpe Ratio (1.28 vs 1.19), meaning it's delivered slightly more return per unit of risk over the trailing 12 months. However, this ranking shifts over time - use the Risk/Return Score above for a more comprehensive view that combines Sharpe, Sortino, and other measures used by quantitative funds.
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