NINDX vs. FZROX
Compare and contrast key facts about Columbia Large Cap Index Fund (NINDX) and Fidelity ZERO Total Market Index Fund (FZROX).
NINDX is managed by Columbia. It was launched on Dec 15, 1993. FZROX is managed by Fidelity.
Performance
NINDX vs. FZROX - Performance Comparison
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NINDX vs. FZROX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | |
|---|---|---|---|---|---|---|---|---|---|
NINDX Columbia Large Cap Index Fund | -7.09% | 17.56% | 24.83% | 26.09% | -18.11% | 28.62% | 18.10% | 31.36% | -11.19% |
FZROX Fidelity ZERO Total Market Index Fund | -6.77% | 17.23% | 23.94% | 26.20% | -19.21% | 26.00% | 20.51% | 31.15% | -12.72% |
Returns By Period
The year-to-date returns for both investments are quite close, with NINDX having a -7.09% return and FZROX slightly higher at -6.77%.
NINDX
- 1D
- -0.40%
- 1M
- -7.67%
- YTD
- -7.09%
- 6M
- -4.58%
- 1Y
- 14.20%
- 3Y*
- 16.97%
- 5Y*
- 11.28%
- 10Y*
- 13.51%
FZROX
- 1D
- -0.45%
- 1M
- -7.71%
- YTD
- -6.77%
- 6M
- -4.49%
- 1Y
- 14.82%
- 3Y*
- 16.81%
- 5Y*
- 10.36%
- 10Y*
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NINDX vs. FZROX - Expense Ratio Comparison
NINDX has a 0.20% expense ratio, which is higher than FZROX's 0.00% 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%.
Return for Risk
NINDX vs. FZROX — Risk / Return Rank
NINDX
FZROX
NINDX vs. FZROX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Columbia Large Cap Index Fund (NINDX) and Fidelity ZERO Total Market Index Fund (FZROX). 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.
| NINDX | FZROX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.82 | 0.84 | -0.01 |
Sortino ratioReturn per unit of downside risk | 1.28 | 1.30 | -0.02 |
Omega ratioGain probability vs. loss probability | 1.19 | 1.20 | 0.00 |
Calmar ratioReturn relative to maximum drawdown | 1.04 | 1.05 | -0.01 |
Martin ratioReturn relative to average drawdown | 5.03 | 5.11 | -0.08 |
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
| NINDX | FZROX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.82 | 0.84 | -0.01 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.67 | 0.60 | +0.07 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.75 | — | — |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.60 | 0.61 | 0.00 |
Correlation
The correlation between NINDX and FZROX 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.
Dividends
NINDX vs. FZROX - Dividend Comparison
NINDX's dividend yield for the trailing twelve months is around 29.22%, more than FZROX's 1.10% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
NINDX Columbia Large Cap Index Fund | 29.22% | 27.15% | 8.71% | 8.82% | 13.23% | 16.96% | 7.23% | 9.84% | 9.43% | 4.21% | 2.24% | 2.69% |
FZROX Fidelity ZERO Total Market Index Fund | 1.10% | 1.02% | 1.16% | 1.36% | 1.57% | 1.25% | 1.27% | 1.51% | 0.00% | 0.00% | 0.00% | 0.00% |
Drawdowns
NINDX vs. FZROX - Drawdown Comparison
The maximum NINDX drawdown since its inception was -55.32%, which is greater than FZROX's maximum drawdown of -34.96%. Use the drawdown chart below to compare losses from any high point for NINDX and FZROX.
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Drawdown Indicators
| NINDX | FZROX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -55.32% | -34.96% | -20.36% |
Max Drawdown (1Y)Largest decline over 1 year | -12.11% | -12.44% | +0.33% |
Max Drawdown (5Y)Largest decline over 5 years | -24.60% | -25.12% | +0.52% |
Max Drawdown (10Y)Largest decline over 10 years | -33.82% | — | — |
Current DrawdownCurrent decline from peak | -8.91% | -8.89% | -0.02% |
Average DrawdownAverage peak-to-trough decline | -8.81% | -5.61% | -3.20% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 2.50% | 2.56% | -0.06% |
Volatility
NINDX vs. FZROX - Volatility Comparison
Columbia Large Cap Index Fund (NINDX) and Fidelity ZERO Total Market Index Fund (FZROX) have volatilities of 4.24% and 4.41%, 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.
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Volatility by Period
| NINDX | FZROX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 4.24% | 4.41% | -0.17% |
Volatility (6M)Calculated over the trailing 6-month period | 9.09% | 9.34% | -0.25% |
Volatility (1Y)Calculated over the trailing 1-year period | 18.13% | 18.49% | -0.36% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 16.88% | 17.40% | -0.52% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 18.03% | 20.25% | -2.22% |