NINDX vs. GEGTX
Compare and contrast key facts about Columbia Large Cap Index Fund (NINDX) and Columbia Large Cap Growth Fund (GEGTX).
NINDX is managed by Columbia Threadneedle. It was launched on Dec 15, 1993. GEGTX is managed by Columbia Threadneedle. It was launched on Dec 14, 1990.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: NINDX or GEGTX.
Correlation
The correlation between NINDX and GEGTX is 0.94, 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. GEGTX - Performance Comparison
Key characteristics
NINDX:
0.13
GEGTX:
0.44
NINDX:
0.32
GEGTX:
0.78
NINDX:
1.05
GEGTX:
1.11
NINDX:
0.12
GEGTX:
0.46
NINDX:
0.40
GEGTX:
1.61
NINDX:
6.83%
GEGTX:
6.82%
NINDX:
20.11%
GEGTX:
25.00%
NINDX:
-55.32%
GEGTX:
-60.79%
NINDX:
-15.04%
GEGTX:
-13.23%
Returns By Period
In the year-to-date period, NINDX achieves a -5.78% return, which is significantly higher than GEGTX's -9.34% return. Over the past 10 years, NINDX has underperformed GEGTX with an annualized return of 5.04%, while GEGTX has yielded a comparatively higher 13.62% annualized return.
NINDX
-5.78%
-0.94%
-9.93%
2.11%
5.36%
5.04%
GEGTX
-9.34%
1.73%
-5.63%
9.92%
16.12%
13.62%
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NINDX vs. GEGTX - Expense Ratio Comparison
NINDX has a 0.20% expense ratio, which is lower than GEGTX's 0.74% expense ratio.
Risk-Adjusted Performance
NINDX vs. GEGTX — Risk-Adjusted Performance Rank
NINDX
GEGTX
NINDX vs. GEGTX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Columbia Large Cap Index Fund (NINDX) and Columbia Large Cap Growth Fund (GEGTX). 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. GEGTX - Dividend Comparison
NINDX's dividend yield for the trailing twelve months is around 1.35%, less than GEGTX's 5.84% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
NINDX Columbia Large Cap Index Fund | 1.35% | 1.27% | 1.43% | 1.71% | 1.27% | 1.60% | 1.93% | 2.19% | 1.78% | 1.94% | 2.42% | 1.71% |
GEGTX Columbia Large Cap Growth Fund | 5.84% | 5.29% | 4.12% | 0.00% | 8.54% | 12.38% | 8.02% | 9.24% | 6.28% | 1.81% | 10.17% | 12.02% |
Drawdowns
NINDX vs. GEGTX - Drawdown Comparison
The maximum NINDX drawdown since its inception was -55.32%, smaller than the maximum GEGTX drawdown of -60.79%. Use the drawdown chart below to compare losses from any high point for NINDX and GEGTX. For additional features, visit the drawdowns tool.
Volatility
NINDX vs. GEGTX - Volatility Comparison
The current volatility for Columbia Large Cap Index Fund (NINDX) is 14.20%, while Columbia Large Cap Growth Fund (GEGTX) has a volatility of 16.44%. This indicates that NINDX experiences smaller price fluctuations and is considered to be less risky than GEGTX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.