Correlation
The correlation between NFEPX and FXAIX is 0.91, 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.
NFEPX vs. FXAIX
Compare and contrast key facts about Columbia Large Cap Growth Opportunity Fund (NFEPX) and Fidelity 500 Index Fund (FXAIX).
NFEPX is managed by Columbia Threadneedle. It was launched on Dec 31, 1997. FXAIX is managed by Fidelity.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: NFEPX or FXAIX.
Performance
NFEPX vs. FXAIX - Performance Comparison
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Key characteristics
NFEPX:
0.45
FXAIX:
0.75
NFEPX:
0.67
FXAIX:
1.07
NFEPX:
1.09
FXAIX:
1.15
NFEPX:
0.37
FXAIX:
0.72
NFEPX:
1.15
FXAIX:
2.73
NFEPX:
7.89%
FXAIX:
4.85%
NFEPX:
25.85%
FXAIX:
19.78%
NFEPX:
-54.21%
FXAIX:
-33.79%
NFEPX:
-6.58%
FXAIX:
-3.14%
Returns By Period
In the year-to-date period, NFEPX achieves a -1.84% return, which is significantly lower than FXAIX's 1.34% return. Both investments have delivered pretty close results over the past 10 years, with NFEPX having a 12.60% annualized return and FXAIX not far ahead at 12.68%.
NFEPX
-1.84%
7.13%
-1.91%
12.01%
13.64%
12.70%
12.60%
FXAIX
1.34%
5.62%
-1.07%
13.84%
14.51%
16.00%
12.68%
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NFEPX vs. FXAIX - Expense Ratio Comparison
NFEPX has a 0.80% expense ratio, which is higher than FXAIX's 0.02% expense ratio.
Risk-Adjusted Performance
NFEPX vs. FXAIX — Risk-Adjusted Performance Rank
NFEPX
FXAIX
NFEPX vs. FXAIX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Columbia Large Cap Growth Opportunity Fund (NFEPX) and Fidelity 500 Index Fund (FXAIX). 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.
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Dividends
NFEPX vs. FXAIX - Dividend Comparison
NFEPX's dividend yield for the trailing twelve months is around 3.00%, more than FXAIX's 1.55% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
NFEPX Columbia Large Cap Growth Opportunity Fund | 3.00% | 2.95% | 0.00% | 19.88% | 37.27% | 11.00% | 8.94% | 11.47% | 5.79% | 12.73% | 21.91% | 15.20% |
FXAIX Fidelity 500 Index Fund | 1.55% | 1.25% | 1.45% | 1.69% | 1.22% | 1.60% | 2.06% | 2.72% | 1.97% | 2.52% | 2.83% | 2.08% |
Drawdowns
NFEPX vs. FXAIX - Drawdown Comparison
The maximum NFEPX drawdown since its inception was -54.21%, which is greater than FXAIX's maximum drawdown of -33.79%. Use the drawdown chart below to compare losses from any high point for NFEPX and FXAIX.
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Volatility
NFEPX vs. FXAIX - Volatility Comparison
Columbia Large Cap Growth Opportunity Fund (NFEPX) has a higher volatility of 5.93% compared to Fidelity 500 Index Fund (FXAIX) at 4.77%. This indicates that NFEPX's price experiences larger fluctuations and is considered to be riskier than FXAIX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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