NMIMX vs. CTCAX
Compare and contrast key facts about Columbia Large Cap Enhanced Core Fund (NMIMX) and Columbia Global Technology Growth Fund Class A (CTCAX).
NMIMX is managed by Columbia. It was launched on Jul 31, 1996. CTCAX is managed by Columbia. It was launched on Nov 9, 2000.
Performance
NMIMX vs. CTCAX - Performance Comparison
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NMIMX vs. CTCAX - 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% |
CTCAX Columbia Global Technology Growth Fund Class A | -6.10% | 24.78% | 31.39% | 56.46% | -34.81% | 22.73% | 49.46% | 43.91% | -1.48% | 42.99% |
Returns By Period
In the year-to-date period, NMIMX achieves a -5.21% return, which is significantly higher than CTCAX's -6.10% return. Over the past 10 years, NMIMX has underperformed CTCAX with an annualized return of 13.63%, while CTCAX has yielded a comparatively higher 20.80% 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%
CTCAX
- 1D
- 4.59%
- 1M
- -5.90%
- YTD
- -6.10%
- 6M
- -5.08%
- 1Y
- 32.32%
- 3Y*
- 25.70%
- 5Y*
- 12.94%
- 10Y*
- 20.80%
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NMIMX vs. CTCAX - Expense Ratio Comparison
NMIMX has a 0.58% expense ratio, which is lower than CTCAX's 1.18% expense ratio.
Return for Risk
NMIMX vs. CTCAX — Risk / Return Rank
NMIMX
CTCAX
NMIMX vs. CTCAX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Columbia Large Cap Enhanced Core Fund (NMIMX) and Columbia Global Technology Growth Fund Class A (CTCAX). 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 | CTCAX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.93 | 1.24 | -0.30 |
Sortino ratioReturn per unit of downside risk | 1.44 | 1.84 | -0.40 |
Omega ratioGain probability vs. loss probability | 1.21 | 1.26 | -0.04 |
Calmar ratioReturn relative to maximum drawdown | 1.45 | 2.30 | -0.85 |
Martin ratioReturn relative to average drawdown | 6.43 | 8.07 | -1.64 |
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 | CTCAX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.93 | 1.24 | -0.30 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.71 | 0.50 | +0.21 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.75 | 0.84 | -0.10 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.59 | 0.71 | -0.12 |
Correlation
The correlation between NMIMX and CTCAX is 0.85, 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. CTCAX - Dividend Comparison
NMIMX's dividend yield for the trailing twelve months is around 13.77%, more than CTCAX's 3.50% 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% |
CTCAX Columbia Global Technology Growth Fund Class A | 3.50% | 3.29% | 1.08% | 2.36% | 3.53% | 4.15% | 0.91% | 2.55% | 5.82% | 3.52% | 0.36% | 1.80% |
Drawdowns
NMIMX vs. CTCAX - Drawdown Comparison
The maximum NMIMX drawdown since its inception was -55.46%, smaller than the maximum CTCAX drawdown of -61.04%. Use the drawdown chart below to compare losses from any high point for NMIMX and CTCAX.
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Drawdown Indicators
| NMIMX | CTCAX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -55.46% | -61.04% | +5.58% |
Max Drawdown (1Y)Largest decline over 1 year | -12.38% | -14.43% | +2.05% |
Max Drawdown (5Y)Largest decline over 5 years | -23.06% | -39.55% | +16.49% |
Max Drawdown (10Y)Largest decline over 10 years | -34.47% | -39.55% | +5.08% |
Current DrawdownCurrent decline from peak | -6.81% | -10.51% | +3.70% |
Average DrawdownAverage peak-to-trough decline | -7.38% | -10.75% | +3.37% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 2.80% | 4.12% | -1.32% |
Volatility
NMIMX vs. CTCAX - Volatility Comparison
The current volatility for Columbia Large Cap Enhanced Core Fund (NMIMX) is 5.14%, while Columbia Global Technology Growth Fund Class A (CTCAX) has a volatility of 8.94%. This indicates that NMIMX experiences smaller price fluctuations and is considered to be less risky than CTCAX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| NMIMX | CTCAX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 5.14% | 8.94% | -3.80% |
Volatility (6M)Calculated over the trailing 6-month period | 9.73% | 16.85% | -7.12% |
Volatility (1Y)Calculated over the trailing 1-year period | 18.72% | 27.31% | -8.59% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 16.99% | 25.88% | -8.89% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 18.24% | 24.70% | -6.46% |