NMSCX vs. CDDYX
Compare and contrast key facts about Columbia Small Cap Index Fund (NMSCX) and Columbia Dividend Income Fund Institutional 3 Class (CDDYX).
NMSCX is managed by Columbia. It was launched on Oct 15, 1996. CDDYX is managed by Columbia. It was launched on Nov 8, 2012.
Performance
NMSCX vs. CDDYX - Performance Comparison
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NMSCX vs. CDDYX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
NMSCX Columbia Small Cap Index Fund | 0.60% | 5.98% | 8.53% | 15.78% | -16.25% | 26.36% | 11.20% | 22.70% | -8.76% | 11.77% |
CDDYX Columbia Dividend Income Fund Institutional 3 Class | 1.65% | 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, NMSCX achieves a 0.60% return, which is significantly lower than CDDYX's 1.65% return. Over the past 10 years, NMSCX has underperformed CDDYX with an annualized return of 9.25%, while CDDYX has yielded a comparatively higher 12.13% annualized return.
NMSCX
- 1D
- -0.73%
- 1M
- -6.74%
- YTD
- 0.60%
- 6M
- 2.46%
- 1Y
- 17.18%
- 3Y*
- 9.33%
- 5Y*
- 3.73%
- 10Y*
- 9.25%
CDDYX
- 1D
- 0.03%
- 1M
- -5.46%
- YTD
- 1.65%
- 6M
- 4.20%
- 1Y
- 14.89%
- 3Y*
- 14.58%
- 5Y*
- 10.65%
- 10Y*
- 12.13%
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NMSCX vs. CDDYX - Expense Ratio Comparison
NMSCX has a 0.20% expense ratio, which is lower than CDDYX's 0.55% expense ratio.
Return for Risk
NMSCX vs. CDDYX — Risk / Return Rank
NMSCX
CDDYX
NMSCX vs. CDDYX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Columbia Small Cap Index Fund (NMSCX) 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.
| NMSCX | CDDYX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.79 | 1.20 | -0.41 |
Sortino ratioReturn per unit of downside risk | 1.25 | 1.70 | -0.45 |
Omega ratioGain probability vs. loss probability | 1.16 | 1.26 | -0.10 |
Calmar ratioReturn relative to maximum drawdown | 1.03 | 1.47 | -0.45 |
Martin ratioReturn relative to average drawdown | 4.17 | 6.88 | -2.71 |
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
| NMSCX | CDDYX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.79 | 1.20 | -0.41 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.17 | 0.81 | -0.63 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.40 | 0.78 | -0.38 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.42 | 0.85 | -0.43 |
Correlation
The correlation between NMSCX and CDDYX is 0.79, 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
NMSCX vs. CDDYX - Dividend Comparison
NMSCX's dividend yield for the trailing twelve months is around 12.04%, more than CDDYX's 5.29% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
NMSCX Columbia Small Cap Index Fund | 12.04% | 12.11% | 15.80% | 5.44% | 10.78% | 8.22% | 3.07% | 6.37% | 11.64% | 6.43% | 7.28% | 11.25% |
CDDYX Columbia Dividend Income Fund Institutional 3 Class | 5.29% | 5.33% | 5.99% | 4.96% | 3.90% | 2.93% | 1.85% | 3.28% | 7.65% | 4.03% | 3.84% | 8.35% |
Drawdowns
NMSCX vs. CDDYX - Drawdown Comparison
The maximum NMSCX drawdown since its inception was -54.97%, which is greater than CDDYX's maximum drawdown of -32.74%. Use the drawdown chart below to compare losses from any high point for NMSCX and CDDYX.
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Drawdown Indicators
| NMSCX | CDDYX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -54.97% | -32.74% | -22.23% |
Max Drawdown (1Y)Largest decline over 1 year | -14.82% | -10.17% | -4.65% |
Max Drawdown (5Y)Largest decline over 5 years | -27.92% | -16.91% | -11.01% |
Max Drawdown (10Y)Largest decline over 10 years | -44.31% | -32.74% | -11.57% |
Current DrawdownCurrent decline from peak | -8.35% | -5.46% | -2.89% |
Average DrawdownAverage peak-to-trough decline | -8.66% | -2.79% | -5.87% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 3.65% | 2.18% | +1.47% |
Volatility
NMSCX vs. CDDYX - Volatility Comparison
Columbia Small Cap Index Fund (NMSCX) has a higher volatility of 5.55% compared to Columbia Dividend Income Fund Institutional 3 Class (CDDYX) at 2.92%. This indicates that NMSCX'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
| NMSCX | CDDYX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 5.55% | 2.92% | +2.63% |
Volatility (6M)Calculated over the trailing 6-month period | 12.78% | 6.83% | +5.95% |
Volatility (1Y)Calculated over the trailing 1-year period | 22.63% | 13.61% | +9.02% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 21.56% | 13.29% | +8.27% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 23.18% | 15.68% | +7.50% |