NEIMX vs. SLVIX
NEIMX (Neiman Large Cap Value Fund) and SLVIX (Columbia Select Large Cap Value Fund Institutional Class 2) are both Large Cap Value Equities funds. Over the past 10 years, NEIMX returned 10.32%/yr vs 13.38%/yr for SLVIX. Their correlation of 0.87 means they have usually moved in the same direction. NEIMX charges 1.46%/yr vs 0.53%/yr for SLVIX.
Performance
NEIMX vs. SLVIX - Performance Comparison
Loading charts...
Returns By Period
In the year-to-date period, NEIMX achieves a 19.10% return, which is significantly higher than SLVIX's 16.21% return. Over the past 10 years, NEIMX has underperformed SLVIX with an annualized return of 10.32%, while SLVIX has yielded a comparatively higher 13.38% annualized return.
NEIMX
- 1D
- 1.55%
- 1M
- 2.10%
- 6M
- 11.59%
- YTD
- 19.10%
- 1Y
- 32.30%
- 3Y*
- 17.85%
- 5Y*
- 11.94%
- 10Y*
- 10.32%
- ALL TIME*
- 7.91%
SLVIX
- 1D
- 0.83%
- 1M
- 0.59%
- 6M
- 10.80%
- YTD
- 16.21%
- 1Y
- 38.08%
- 3Y*
- 19.09%
- 5Y*
- 13.33%
- 10Y*
- 13.38%
- ALL TIME*
- 9.61%
Liquidity Comparison
| Position | Avg. Volume Value (2W) | Avg. Volume Value (1M) | Avg. Volume Value (3M) |
|---|---|---|---|
| $0.00 | $0.00 | $0.00 | |
| $0.00 | $0.00 | $0.00 |
NEIMX vs. SLVIX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
NEIMX Neiman Large Cap Value Fund | 19.10% | 18.68% | 13.50% | 6.15% | -5.16% | 23.85% | -5.97% | 23.49% | -9.76% | 19.00% |
SLVIX Columbia Select Large Cap Value Fund Institutional Class 2 | 16.21% | 28.02% | 12.90% | 5.90% | -0.78% | 26.68% | 6.49% | 26.89% | -12.03% | 19.05% |
Correlation
The correlation between NEIMX and SLVIX is 0.73, which is moderate. They have sometimes moved together and sometimes differently, sharing some price drivers without tracking each other closely.
| Correlation | |
|---|---|
Correlation (1Y) Focuses on recent behavior, but can change the most. | 0.74 |
Correlation (3Y) Balances recent behavior with more history. | 0.78 |
Correlation (5Y) Shows whether the relationship held over a longer period. | 0.85 |
Correlation (10Y) Provides a long-term view across more market conditions. | 0.86 |
Correlation (All Time) Calculated using the full available price history since Mar 31, 2003 | 0.87 |
The correlation between NEIMX and SLVIX shifts across timeframes, from 0.73 (1 year) to 0.87 (all time), reflecting how their relationship changes across market environments.
Compare stocks, funds, or ETFs
Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.
Return for Risk
NEIMX vs. SLVIX — Risk / Return Rank
NEIMX
SLVIX
NEIMX vs. SLVIX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Neiman Large Cap Value Fund (NEIMX) and Columbia Select Large Cap Value Fund Institutional Class 2 (SLVIX). 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.
| NEIMX | SLVIX | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | -0.22 | ||
| Sortino ratioReturn per unit of downside risk | -0.36 | ||
| Omega ratioGain probability vs. loss probability | 1.49 | 1.53 | -0.04 |
| Calmar ratioReturn relative to maximum drawdown | 5.28 | 4.00 | +1.27 |
| Martin ratioReturn relative to average drawdown | 21.01 | 16.57 | +4.44 |
Loading charts...
Drawdowns
NEIMX vs. SLVIX - Drawdown Comparison
The maximum NEIMX drawdown since its inception was -92.94%, which is greater than SLVIX's maximum drawdown of -59.63%. Use the drawdown chart below to compare losses from any high point for NEIMX and SLVIX.
Loading charts...
Drawdown Indicators
| NEIMX | SLVIX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -92.94% | -59.63% | -33.31% |
Max Drawdown (1Y)Largest decline over 1 year | -5.75% | -9.00% | +3.25% |
Max Drawdown (3Y)Largest decline over 3 years | -92.94% | -14.71% | -78.23% |
Max Drawdown (5Y)Largest decline over 5 years | -92.94% | -18.35% | -74.59% |
Max Drawdown (10Y)Largest decline over 10 years | -92.94% | -41.46% | -51.48% |
Current DrawdownCurrent decline from peak | -88.82% | -0.50% | -88.32% |
Average DrawdownAverage peak-to-trough decline | -11.05% | -8.25% | -2.80% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 1.45% | 2.19% | -0.74% |
Volatility
NEIMX vs. SLVIX - Volatility Comparison
Neiman Large Cap Value Fund (NEIMX) has a higher volatility of 2.79% compared to Columbia Select Large Cap Value Fund Institutional Class 2 (SLVIX) at 2.54%. This indicates that NEIMX's price experiences larger fluctuations and is considered to be riskier than SLVIX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
Loading charts...
Volatility by Period
| NEIMX | SLVIX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 2.79% | 2.54% | +0.25% |
Volatility (6M)Calculated over the trailing 6-month period | 8.53% | 9.12% | -0.59% |
Volatility (1Y)Calculated over the trailing 1-year period | 11.18% | 12.28% | -1.10% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 576.53% | 15.86% | +560.67% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 407.62% | 18.61% | +389.01% |
NEIMX vs. SLVIX - Expense Ratio Comparison
NEIMX has a 1.46% expense ratio, which is higher than SLVIX's 0.53% expense ratio.
Dividends
NEIMX vs. SLVIX - Dividend Comparison
NEIMX's dividend yield for the trailing twelve months is around 0.70%, less than SLVIX's 7.20% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
NEIMX Neiman Large Cap Value Fund | 0.70% | 0.76% | 1.10% | 1.36% | 3.60% | 17.65% | 1.20% | 2.26% | 1.20% | 6.64% | 10.20% | 4.19% |
SLVIX Columbia Select Large Cap Value Fund Institutional Class 2 | 7.20% | 8.37% | 3.62% | 3.75% | 1.62% | 5.95% | 7.47% | 6.97% | 5.02% | 3.73% | 6.95% | 4.71% |
Frequently Asked Questions
NEIMX and SLVIX have a correlation of 0.73, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
NEIMX has higher volatility (2.79%) compared to SLVIX (2.54%). In terms of maximum drawdown, NEIMX dropped -92.94% vs SLVIX's -59.63%.
SLVIX currently has the higher Sharpe Ratio (2.94 vs 2.72), 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.
Find the right allocation for NEIMX and SLVIX
Add both to a portfolio and optimize allocations for your target — whether that's maximizing returns, minimizing drawdowns, or balancing risk across holdings.
Open Portfolio Optimizer