NMIMX vs. VSMPX
Compare and contrast key facts about Columbia Large Cap Enhanced Core Fund (NMIMX) and Vanguard Total Stock Market Index Fund Institutional Plus Shares (VSMPX).
NMIMX is managed by Columbia. It was launched on Jul 31, 1996. VSMPX is managed by Vanguard. It was launched on Apr 28, 2015.
Performance
NMIMX vs. VSMPX - Performance Comparison
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NMIMX vs. VSMPX - 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% |
VSMPX Vanguard Total Stock Market Index Fund Institutional Plus Shares | -3.97% | 17.15% | 23.26% | 26.53% | -19.50% | 25.74% | 21.01% | 30.79% | -5.16% | 21.19% |
Returns By Period
In the year-to-date period, NMIMX achieves a -5.21% return, which is significantly lower than VSMPX's -3.97% return. Both investments have delivered pretty close results over the past 10 years, with NMIMX having a 13.63% annualized return and VSMPX not far behind at 13.62%.
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%
VSMPX
- 1D
- 2.97%
- 1M
- -5.09%
- YTD
- -3.97%
- 6M
- -1.96%
- 1Y
- 17.73%
- 3Y*
- 17.86%
- 5Y*
- 10.50%
- 10Y*
- 13.62%
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NMIMX vs. VSMPX - Expense Ratio Comparison
NMIMX has a 0.58% expense ratio, which is higher than VSMPX's 0.02% expense ratio.
Return for Risk
NMIMX vs. VSMPX — Risk / Return Rank
NMIMX
VSMPX
NMIMX vs. VSMPX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Columbia Large Cap Enhanced Core Fund (NMIMX) and Vanguard Total Stock Market Index Fund Institutional Plus Shares (VSMPX). 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 | VSMPX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.93 | 0.98 | -0.05 |
Sortino ratioReturn per unit of downside risk | 1.44 | 1.50 | -0.06 |
Omega ratioGain probability vs. loss probability | 1.21 | 1.23 | -0.01 |
Calmar ratioReturn relative to maximum drawdown | 1.45 | 1.51 | -0.06 |
Martin ratioReturn relative to average drawdown | 6.43 | 7.25 | -0.81 |
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 | VSMPX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.93 | 0.98 | -0.05 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.71 | 0.61 | +0.10 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.75 | 0.74 | +0.01 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.59 | 0.74 | -0.15 |
Correlation
The correlation between NMIMX and VSMPX 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
NMIMX vs. VSMPX - Dividend Comparison
NMIMX's dividend yield for the trailing twelve months is around 13.77%, more than VSMPX's 1.18% 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% |
VSMPX Vanguard Total Stock Market Index Fund Institutional Plus Shares | 1.18% | 1.13% | 1.27% | 1.43% | 1.67% | 1.22% | 1.43% | 1.78% | 2.05% | 1.73% | 1.95% | 0.00% |
Drawdowns
NMIMX vs. VSMPX - Drawdown Comparison
The maximum NMIMX drawdown since its inception was -55.46%, which is greater than VSMPX's maximum drawdown of -34.97%. Use the drawdown chart below to compare losses from any high point for NMIMX and VSMPX.
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Drawdown Indicators
| NMIMX | VSMPX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -55.46% | -34.97% | -20.49% |
Max Drawdown (1Y)Largest decline over 1 year | -12.38% | -12.41% | +0.03% |
Max Drawdown (5Y)Largest decline over 5 years | -23.06% | -25.35% | +2.29% |
Max Drawdown (10Y)Largest decline over 10 years | -34.47% | -34.97% | +0.50% |
Current DrawdownCurrent decline from peak | -6.81% | -6.21% | -0.60% |
Average DrawdownAverage peak-to-trough decline | -7.38% | -4.65% | -2.73% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 2.80% | 2.59% | +0.21% |
Volatility
NMIMX vs. VSMPX - Volatility Comparison
The current volatility for Columbia Large Cap Enhanced Core Fund (NMIMX) is 5.14%, while Vanguard Total Stock Market Index Fund Institutional Plus Shares (VSMPX) has a volatility of 5.49%. This indicates that NMIMX experiences smaller price fluctuations and is considered to be less risky than VSMPX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| NMIMX | VSMPX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 5.14% | 5.49% | -0.35% |
Volatility (6M)Calculated over the trailing 6-month period | 9.73% | 9.79% | -0.06% |
Volatility (1Y)Calculated over the trailing 1-year period | 18.72% | 18.61% | +0.11% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 16.99% | 17.37% | -0.38% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 18.24% | 18.39% | -0.15% |