GEGTX vs. VIGIX
GEGTX (Columbia Large Cap Growth Fund) and VIGIX (Vanguard Growth Index Fund Institutional Shares) are both Large Cap Growth Equities funds. Over the past 10 years, GEGTX returned 17.25%/yr vs 17.99%/yr for VIGIX. With a 0.97 correlation, they move nearly in lockstep. GEGTX charges 0.74%/yr vs 0.04%/yr for VIGIX.
Performance
GEGTX vs. VIGIX - Performance Comparison
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Returns By Period
In the year-to-date period, GEGTX achieves a 3.99% return, which is significantly higher than VIGIX's 3.20% return. Both investments have delivered pretty close results over the past 10 years, with GEGTX having a 17.25% annualized return and VIGIX not far ahead at 17.99%.
GEGTX
- 1D
- -0.21%
- 1M
- -3.87%
- YTD
- 3.99%
- 6M
- 2.75%
- 1Y
- 18.24%
- 3Y*
- 21.48%
- 5Y*
- 11.66%
- 10Y*
- 17.25%
VIGIX
- 1D
- -0.33%
- 1M
- -4.92%
- YTD
- 3.20%
- 6M
- 1.71%
- 1Y
- 17.49%
- 3Y*
- 22.62%
- 5Y*
- 12.71%
- 10Y*
- 17.99%
GEGTX vs. VIGIX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
GEGTX Columbia Large Cap Growth Fund | 3.99% | 16.44% | 31.91% | 43.94% | -32.01% | 29.40% | 34.43% | 36.17% | -3.88% | 28.00% |
VIGIX Vanguard Growth Index Fund Institutional Shares | 3.20% | 19.44% | 32.68% | 46.77% | -33.13% | 27.27% | 40.19% | 37.26% | -3.34% | 27.81% |
Correlation
The correlation between GEGTX and VIGIX 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 May 14, 1998 | 0.97 |
The correlation between GEGTX and VIGIX has been stable across timeframes, ranging from 0.97 to 0.99 - a consistent structural relationship.
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Return for Risk
GEGTX vs. VIGIX — Risk / Return Rank
GEGTX
VIGIX
GEGTX vs. VIGIX - 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 Institutional Shares (VIGIX). 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 | VIGIX | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | +0.10 | ||
| Sortino ratioReturn per unit of downside risk | +0.13 | ||
| Omega ratioGain probability vs. loss probability | 1.21 | 1.19 | +0.02 |
| Calmar ratioReturn relative to maximum drawdown | 1.24 | 1.09 | +0.14 |
| Martin ratioReturn relative to average drawdown | 4.24 | 3.72 | +0.52 |
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Drawdowns
GEGTX vs. VIGIX - Drawdown Comparison
The maximum GEGTX drawdown since its inception was -53.08%, smaller than the maximum VIGIX drawdown of -56.95%. Use the drawdown chart below to compare losses from any high point for GEGTX and VIGIX.
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Drawdown Indicators
| GEGTX | VIGIX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -53.08% | -56.95% | +3.87% |
Max Drawdown (1Y)Largest decline over 1 year | -15.25% | -16.51% | +1.26% |
Max Drawdown (3Y)Largest decline over 3 years | -23.67% | -23.03% | -0.64% |
Max Drawdown (5Y)Largest decline over 5 years | -35.64% | -35.62% | -0.02% |
Max Drawdown (10Y)Largest decline over 10 years | -35.64% | -35.62% | -0.02% |
Current DrawdownCurrent decline from peak | -6.92% | -7.15% | +0.23% |
Average DrawdownAverage peak-to-trough decline | -9.91% | -16.25% | +6.34% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 4.44% | 4.84% | -0.40% |
Volatility
GEGTX vs. VIGIX - Volatility Comparison
The current volatility for Columbia Large Cap Growth Fund (GEGTX) is 6.51%, while Vanguard Growth Index Fund Institutional Shares (VIGIX) has a volatility of 6.87%. This indicates that GEGTX experiences smaller price fluctuations and is considered to be less risky than VIGIX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| GEGTX | VIGIX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 6.51% | 6.87% | -0.36% |
Volatility (6M)Calculated over the trailing 6-month period | 12.78% | 13.42% | -0.64% |
Volatility (1Y)Calculated over the trailing 1-year period | 16.27% | 16.97% | -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. VIGIX - Expense Ratio Comparison
GEGTX has a 0.74% expense ratio, which is higher than VIGIX's 0.04% expense ratio.
Dividends
GEGTX vs. VIGIX - Dividend Comparison
GEGTX's dividend yield for the trailing twelve months is around 8.47%, more than VIGIX's 0.40% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
GEGTX Columbia Large Cap Growth Fund | 8.47% | 8.81% | 5.29% | 4.12% | 0.00% | 8.54% | 12.38% | 8.02% | 9.24% | 6.28% | 1.81% | 10.17% |
VIGIX Vanguard Growth Index Fund Institutional Shares | 0.40% | 0.41% | 0.47% | 0.58% | 0.70% | 0.48% | 0.66% | 0.95% | 1.32% | 1.15% | 1.40% | 1.31% |
Frequently Asked Questions
With a correlation of 0.99, GEGTX and VIGIX 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.
VIGIX has higher volatility (6.87%) compared to GEGTX (6.51%). In terms of maximum drawdown, GEGTX dropped -53.08% vs VIGIX's -56.95%.
GEGTX currently has the higher Sharpe Ratio (1.16 vs 1.06), 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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