NINDX vs. VSIAX
NINDX (Columbia Large Cap Index Fund) and VSIAX (Vanguard Small-Cap Value Index Fund Admiral Shares) are both mutual funds - NINDX is a Large Cap Blend Equities fund managed by Columbia, while VSIAX is a Small Cap Value Equities fund tracking the CRSP US Small Cap Value Index. Over the past 10 years, NINDX returned 14.76%/yr vs 10.63%/yr for VSIAX. Their correlation of 0.82 means they have usually moved in the same direction. NINDX charges 0.20%/yr vs 0.07%/yr for VSIAX.
Performance
NINDX vs. VSIAX - Performance Comparison
Loading charts...
Returns By Period
In the year-to-date period, NINDX achieves a 9.23% return, which is significantly lower than VSIAX's 16.88% return. Over the past 10 years, NINDX has outperformed VSIAX with an annualized return of 14.76%, while VSIAX has yielded a comparatively lower 10.63% annualized return.
NINDX
- 1D
- 1.66%
- 1M
- -0.58%
- 6M
- 7.70%
- YTD
- 9.23%
- 1Y
- 20.52%
- 3Y*
- 18.80%
- 5Y*
- 12.55%
- 10Y*
- 14.76%
- ALL TIME*
- 11.64%
VSIAX
- 1D
- 0.01%
- 1M
- 0.76%
- 6M
- 10.97%
- YTD
- 16.88%
- 1Y
- 27.89%
- 3Y*
- 14.38%
- 5Y*
- 9.78%
- 10Y*
- 10.63%
- ALL TIME*
- 12.39%
Liquidity Comparison
| Position | Avg. Volume Value (2W) | Avg. Volume Value (1M) | Avg. Volume Value (3M) |
|---|---|---|---|
| $0.00 | $0.00 | $0.00 | |
| $0.00 | $0.00 | $0.00 |
NINDX vs. VSIAX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
NINDX Columbia Large Cap Index Fund | 9.23% | 17.56% | 24.83% | 26.09% | -18.11% | 28.62% | 18.10% | 31.36% | -4.85% | 21.23% |
VSIAX Vanguard Small-Cap Value Index Fund Admiral Shares | 16.88% | 9.09% | 11.34% | 17.06% | -9.31% | 28.10% | 5.80% | 22.76% | -12.24% | 11.80% |
Correlation
The correlation between NINDX and VSIAX is 0.66, which is moderate. They have sometimes moved together and sometimes differently, sharing some price drivers without tracking each other closely.
| Correlation | |
|---|---|
Correlation (1Y) Focuses on recent behavior, but can change the most. | 0.66 |
Correlation (3Y) Balances recent behavior with more history. | 0.72 |
Correlation (5Y) Shows whether the relationship held over a longer period. | 0.79 |
Correlation (10Y) Provides a long-term view across more market conditions. | 0.78 |
Correlation (All Time) Calculated using the full available price history since Sep 27, 2011 | 0.82 |
The correlation between NINDX and VSIAX shifts across timeframes, from 0.66 (1 year) to 0.82 (all time), reflecting how their relationship changes across market environments.
Compare stocks, funds, or ETFs
Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.
Return for Risk
NINDX vs. VSIAX — Risk / Return Rank
NINDX
VSIAX
NINDX vs. VSIAX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Columbia Large Cap Index Fund (NINDX) and Vanguard Small-Cap Value Index Fund Admiral Shares (VSIAX). 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.
Values are calculated on a 1-year rolling basis and updated daily. Risk-adjusted metrics are more stable over longer periods — use the period switch above to explore them.
| NINDX | VSIAX | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | -0.25 | ||
| Sortino ratioReturn per unit of downside risk | -0.50 | ||
| Omega ratioGain probability vs. loss probability | 1.25 | 1.29 | -0.04 |
| Calmar ratioReturn relative to maximum drawdown | 2.05 | 2.81 | -0.76 |
| Martin ratioReturn relative to average drawdown | 8.76 | 10.31 | -1.55 |
Loading charts...
Drawdowns
NINDX vs. VSIAX - Drawdown Comparison
The maximum NINDX drawdown since its inception was -55.32%, which is greater than VSIAX's maximum drawdown of -45.39%. Use the drawdown chart below to compare losses from any high point for NINDX and VSIAX.
Loading charts...
Drawdown Indicators
| NINDX | VSIAX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -55.32% | -45.39% | -9.93% |
Max Drawdown (1Y)Largest decline over 1 year | -8.91% | -8.87% | -0.04% |
Max Drawdown (3Y)Largest decline over 3 years | -18.78% | -24.09% | +5.31% |
Max Drawdown (5Y)Largest decline over 5 years | -24.60% | -24.09% | -0.51% |
Max Drawdown (10Y)Largest decline over 10 years | -33.82% | -45.39% | +11.57% |
Current DrawdownCurrent decline from peak | -2.16% | -1.21% | -0.95% |
Average DrawdownAverage peak-to-trough decline | -8.74% | -5.44% | -3.30% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 2.08% | 2.42% | -0.34% |
Volatility
NINDX vs. VSIAX - Volatility Comparison
Columbia Large Cap Index Fund (NINDX) and Vanguard Small-Cap Value Index Fund Admiral Shares (VSIAX) have volatilities of 3.45% and 3.33%, 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.
Loading charts...
Volatility by Period
| NINDX | VSIAX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 3.45% | 3.33% | +0.12% |
Volatility (6M)Calculated over the trailing 6-month period | 10.11% | 10.26% | -0.15% |
Volatility (1Y)Calculated over the trailing 1-year period | 12.87% | 14.95% | -2.08% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 17.03% | 19.57% | -2.54% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 18.07% | 22.38% | -4.31% |
NINDX vs. VSIAX - Expense Ratio Comparison
NINDX has a 0.20% expense ratio, which is higher than VSIAX's 0.07% 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%.
Dividends
NINDX vs. VSIAX - Dividend Comparison
NINDX's dividend yield for the trailing twelve months is around 18.15%, more than VSIAX's 1.75% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
NINDX Columbia Large Cap Index Fund | 18.15% | 27.15% | 8.71% | 8.82% | 13.23% | 16.96% | 7.23% | 9.84% | 9.43% | 4.21% | 2.24% | 2.69% |
VSIAX Vanguard Small-Cap Value Index Fund Admiral Shares | 1.75% | 1.95% | 1.98% | 2.10% | 2.03% | 1.75% | 1.68% | 2.06% | 2.35% | 1.79% | 1.77% | 1.99% |
Frequently Asked Questions
NINDX and VSIAX have a correlation of 0.66, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
NINDX has higher volatility (3.45%) compared to VSIAX (3.33%). In terms of maximum drawdown, NINDX dropped -55.32% vs VSIAX's -45.39%.
VSIAX currently has the higher Sharpe Ratio (1.67 vs 1.42), meaning it's delivered slightly more return per unit of risk over the trailing 12 months. However, this ranking shifts over time - use the Risk/Return Score above for a more comprehensive view that combines Sharpe, Sortino, and other measures used by quantitative funds.
Find the right allocation for NINDX and VSIAX
Add both to a portfolio and optimize allocations for your target — whether that's maximizing returns, minimizing drawdowns, or balancing risk across holdings.
Open Portfolio Optimizer