NMIMX vs. CDDYX
Compare and contrast key facts about Columbia Large Cap Enhanced Core Fund (NMIMX) and Columbia Dividend Income Fund Institutional 3 Class (CDDYX).
NMIMX is managed by Columbia. It was launched on Jul 31, 1996. CDDYX is managed by Columbia. It was launched on Nov 8, 2012.
Performance
NMIMX vs. CDDYX - Performance Comparison
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NMIMX vs. CDDYX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
NMIMX Columbia Large Cap Enhanced Core Fund | -5.21% | 16.99% | 25.64% | 26.24% | -16.99% | 31.73% | 15.48% | 25.87% | -5.07% | 24.13% |
CDDYX Columbia Dividend Income Fund Institutional 3 Class | 3.28% | 15.95% | 15.17% | 10.65% | -4.84% | 26.43% | 7.92% | 28.74% | -4.27% | 20.34% |
Returns By Period
In the year-to-date period, NMIMX achieves a -5.21% return, which is significantly lower than CDDYX's 3.28% return. Over the past 10 years, NMIMX has outperformed CDDYX with an annualized return of 13.63%, while CDDYX has yielded a comparatively lower 12.31% annualized return.
NMIMX
- 1D
- 2.90%
- 1M
- -4.64%
- YTD
- -5.21%
- 6M
- -2.06%
- 1Y
- 16.96%
- 3Y*
- 17.54%
- 5Y*
- 12.01%
- 10Y*
- 13.63%
CDDYX
- 1D
- 1.60%
- 1M
- -3.90%
- YTD
- 3.28%
- 6M
- 5.98%
- 1Y
- 16.96%
- 3Y*
- 15.18%
- 5Y*
- 10.80%
- 10Y*
- 12.31%
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NMIMX vs. CDDYX - Expense Ratio Comparison
NMIMX has a 0.58% expense ratio, which is higher than CDDYX's 0.55% expense ratio.
Return for Risk
NMIMX vs. CDDYX — Risk / Return Rank
NMIMX
CDDYX
NMIMX vs. CDDYX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Columbia Large Cap Enhanced Core Fund (NMIMX) and Columbia Dividend Income Fund Institutional 3 Class (CDDYX). 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.
| NMIMX | CDDYX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.93 | 1.23 | -0.30 |
Sortino ratioReturn per unit of downside risk | 1.44 | 1.75 | -0.31 |
Omega ratioGain probability vs. loss probability | 1.21 | 1.27 | -0.06 |
Calmar ratioReturn relative to maximum drawdown | 1.45 | 1.78 | -0.33 |
Martin ratioReturn relative to average drawdown | 6.43 | 8.25 | -1.81 |
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
| NMIMX | CDDYX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.93 | 1.23 | -0.30 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.71 | 0.82 | -0.11 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.75 | 0.79 | -0.04 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.59 | 0.86 | -0.27 |
Correlation
The correlation between NMIMX and CDDYX 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.
Dividends
NMIMX vs. CDDYX - Dividend Comparison
NMIMX's dividend yield for the trailing twelve months is around 13.77%, more than CDDYX's 5.21% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
NMIMX Columbia Large Cap Enhanced Core Fund | 13.77% | 13.05% | 13.52% | 4.87% | 9.00% | 28.11% | 7.52% | 4.15% | 12.30% | 12.94% | 1.60% | 2.30% |
CDDYX Columbia Dividend Income Fund Institutional 3 Class | 5.21% | 5.33% | 5.99% | 4.96% | 3.90% | 2.93% | 1.85% | 3.28% | 7.65% | 4.03% | 3.84% | 8.35% |
Drawdowns
NMIMX vs. CDDYX - Drawdown Comparison
The maximum NMIMX drawdown since its inception was -55.46%, which is greater than CDDYX's maximum drawdown of -32.74%. Use the drawdown chart below to compare losses from any high point for NMIMX and CDDYX.
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Drawdown Indicators
| NMIMX | CDDYX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -55.46% | -32.74% | -22.72% |
Max Drawdown (1Y)Largest decline over 1 year | -12.38% | -10.17% | -2.21% |
Max Drawdown (5Y)Largest decline over 5 years | -23.06% | -16.91% | -6.15% |
Max Drawdown (10Y)Largest decline over 10 years | -34.47% | -32.74% | -1.73% |
Current DrawdownCurrent decline from peak | -6.81% | -3.95% | -2.86% |
Average DrawdownAverage peak-to-trough decline | -7.38% | -2.79% | -4.59% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 2.80% | 2.19% | +0.61% |
Volatility
NMIMX vs. CDDYX - Volatility Comparison
Columbia Large Cap Enhanced Core Fund (NMIMX) has a higher volatility of 5.14% compared to Columbia Dividend Income Fund Institutional 3 Class (CDDYX) at 3.45%. This indicates that NMIMX's price experiences larger fluctuations and is considered to be riskier than CDDYX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| NMIMX | CDDYX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 5.14% | 3.45% | +1.69% |
Volatility (6M)Calculated over the trailing 6-month period | 9.73% | 7.00% | +2.73% |
Volatility (1Y)Calculated over the trailing 1-year period | 18.72% | 13.67% | +5.05% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 16.99% | 13.31% | +3.68% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 18.24% | 15.68% | +2.56% |