NFEPX vs. CDDYX
Compare and contrast key facts about Columbia Large Cap Growth Opportunity Fund (NFEPX) and Columbia Dividend Income Fund Institutional 3 Class (CDDYX).
NFEPX is managed by Columbia. It was launched on Dec 31, 1997. CDDYX is managed by Columbia. It was launched on Nov 8, 2012.
Performance
NFEPX vs. CDDYX - Performance Comparison
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NFEPX vs. CDDYX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
NFEPX Columbia Large Cap Growth Opportunity Fund | -13.25% | 15.54% | 24.80% | 31.61% | -29.54% | 20.42% | 40.86% | 36.35% | -4.14% | 27.96% |
CDDYX Columbia Dividend Income Fund Institutional 3 Class | 1.65% | 15.95% | 15.17% | 10.65% | -4.84% | 26.43% | 7.92% | 28.74% | -4.27% | 20.34% |
Returns By Period
In the year-to-date period, NFEPX achieves a -13.25% return, which is significantly lower than CDDYX's 1.65% return. Over the past 10 years, NFEPX has outperformed CDDYX with an annualized return of 13.14%, while CDDYX has yielded a comparatively lower 12.13% annualized return.
NFEPX
- 1D
- -0.20%
- 1M
- -8.39%
- YTD
- -13.25%
- 6M
- -11.30%
- 1Y
- 13.34%
- 3Y*
- 14.19%
- 5Y*
- 6.39%
- 10Y*
- 13.14%
CDDYX
- 1D
- 0.03%
- 1M
- -5.46%
- YTD
- 1.65%
- 6M
- 4.20%
- 1Y
- 14.89%
- 3Y*
- 14.58%
- 5Y*
- 10.65%
- 10Y*
- 12.13%
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NFEPX vs. CDDYX - Expense Ratio Comparison
NFEPX has a 0.80% expense ratio, which is higher than CDDYX's 0.55% expense ratio.
Return for Risk
NFEPX vs. CDDYX — Risk / Return Rank
NFEPX
CDDYX
NFEPX vs. CDDYX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Columbia Large Cap Growth Opportunity Fund (NFEPX) and Columbia Dividend Income Fund Institutional 3 Class (CDDYX). 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.
| NFEPX | CDDYX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.60 | 1.20 | -0.61 |
Sortino ratioReturn per unit of downside risk | 1.01 | 1.70 | -0.69 |
Omega ratioGain probability vs. loss probability | 1.14 | 1.26 | -0.12 |
Calmar ratioReturn relative to maximum drawdown | 0.63 | 1.47 | -0.85 |
Martin ratioReturn relative to average drawdown | 2.29 | 6.88 | -4.58 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
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Sharpe Ratios by Period
| NFEPX | CDDYX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.60 | 1.20 | -0.61 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.30 | 0.81 | -0.51 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.62 | 0.78 | -0.16 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.46 | 0.85 | -0.39 |
Correlation
The correlation between NFEPX and CDDYX is 0.76, 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.
Dividends
NFEPX vs. CDDYX - Dividend Comparison
NFEPX's dividend yield for the trailing twelve months is around 5.86%, more than CDDYX's 5.29% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
NFEPX Columbia Large Cap Growth Opportunity Fund | 5.86% | 5.08% | 2.94% | 0.00% | 19.87% | 37.27% | 11.00% | 8.94% | 11.47% | 5.79% | 12.73% | 21.91% |
CDDYX Columbia Dividend Income Fund Institutional 3 Class | 5.29% | 5.33% | 5.99% | 4.96% | 3.90% | 2.93% | 1.85% | 3.28% | 7.65% | 4.03% | 3.84% | 8.35% |
Drawdowns
NFEPX vs. CDDYX - Drawdown Comparison
The maximum NFEPX drawdown since its inception was -53.78%, which is greater than CDDYX's maximum drawdown of -32.74%. Use the drawdown chart below to compare losses from any high point for NFEPX and CDDYX.
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Drawdown Indicators
| NFEPX | CDDYX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -53.78% | -32.74% | -21.04% |
Max Drawdown (1Y)Largest decline over 1 year | -16.01% | -10.17% | -5.84% |
Max Drawdown (5Y)Largest decline over 5 years | -36.26% | -16.91% | -19.35% |
Max Drawdown (10Y)Largest decline over 10 years | -36.26% | -32.74% | -3.52% |
Current DrawdownCurrent decline from peak | -16.01% | -5.46% | -10.55% |
Average DrawdownAverage peak-to-trough decline | -13.50% | -2.79% | -10.71% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 4.37% | 2.18% | +2.19% |
Volatility
NFEPX vs. CDDYX - Volatility Comparison
Columbia Large Cap Growth Opportunity Fund (NFEPX) has a higher volatility of 5.73% compared to Columbia Dividend Income Fund Institutional 3 Class (CDDYX) at 2.92%. This indicates that NFEPX's price experiences larger fluctuations and is considered to be riskier than CDDYX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| NFEPX | CDDYX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 5.73% | 2.92% | +2.81% |
Volatility (6M)Calculated over the trailing 6-month period | 12.08% | 6.83% | +5.25% |
Volatility (1Y)Calculated over the trailing 1-year period | 22.24% | 13.61% | +8.63% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 21.51% | 13.29% | +8.22% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 21.37% | 15.68% | +5.69% |