NINDX vs. FXAIX
Compare and contrast key facts about Columbia Large Cap Index Fund (NINDX) and Fidelity 500 Index Fund (FXAIX).
NINDX is managed by Columbia Threadneedle. It was launched on Dec 15, 1993. FXAIX is managed by Fidelity.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: NINDX or FXAIX.
Correlation
The correlation between NINDX and FXAIX is 0.99, 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.
Performance
NINDX vs. FXAIX - Performance Comparison
Key characteristics
NINDX:
0.13
FXAIX:
0.53
NINDX:
0.32
FXAIX:
0.87
NINDX:
1.05
FXAIX:
1.13
NINDX:
0.12
FXAIX:
0.55
NINDX:
0.40
FXAIX:
2.29
NINDX:
6.83%
FXAIX:
4.55%
NINDX:
20.11%
FXAIX:
19.55%
NINDX:
-55.32%
FXAIX:
-33.79%
NINDX:
-15.04%
FXAIX:
-9.89%
Returns By Period
The year-to-date returns for both investments are quite close, with NINDX having a -5.78% return and FXAIX slightly higher at -5.72%. Over the past 10 years, NINDX has underperformed FXAIX with an annualized return of 4.93%, while FXAIX has yielded a comparatively higher 11.95% annualized return.
NINDX
-5.78%
-2.89%
-9.93%
2.11%
5.25%
4.93%
FXAIX
-5.72%
-2.90%
-4.27%
9.76%
15.73%
11.95%
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NINDX vs. FXAIX - Expense Ratio Comparison
NINDX has a 0.20% expense ratio, which is higher than FXAIX's 0.02% expense ratio. However, both funds are considered low-cost compared to the broader market, where average expense ratios usually range from 0.3% to 0.9%.
Risk-Adjusted Performance
NINDX vs. FXAIX — Risk-Adjusted Performance Rank
NINDX
FXAIX
NINDX vs. FXAIX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Columbia Large Cap Index Fund (NINDX) 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.
Dividends
NINDX vs. FXAIX - Dividend Comparison
NINDX's dividend yield for the trailing twelve months is around 9.24%, more than FXAIX's 1.35% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
NINDX Columbia Large Cap Index Fund | 9.24% | 8.71% | 8.82% | 13.23% | 16.96% | 7.23% | 9.84% | 9.72% | 4.49% | 2.24% | 2.69% | 1.75% |
FXAIX Fidelity 500 Index Fund | 1.35% | 1.25% | 1.45% | 1.69% | 1.22% | 1.60% | 1.95% | 2.07% | 1.81% | 2.01% | 2.56% | 2.63% |
Drawdowns
NINDX vs. FXAIX - Drawdown Comparison
The maximum NINDX drawdown since its inception was -55.32%, which is greater than FXAIX's maximum drawdown of -33.79%. Use the drawdown chart below to compare losses from any high point for NINDX and FXAIX. For additional features, visit the drawdowns tool.
Volatility
NINDX vs. FXAIX - Volatility Comparison
Columbia Large Cap Index Fund (NINDX) and Fidelity 500 Index Fund (FXAIX) have volatilities of 14.20% and 14.39%, respectively, indicating that both stocks experience similar levels of price fluctuations. This suggests that the risk associated with both stocks, as measured by volatility, is nearly the same. The chart below showcases a comparison of their rolling one-month volatility.