RDLAX vs. VIGIX

Last updated Aug 1, 2026

RDLAX (Columbia Disciplined Growth Fund) and VIGIX (Vanguard Growth Index Fund Institutional Shares) are both Large Cap Growth Equities funds. Over the past 10 years, RDLAX returned 15.29%/yr vs 17.15%/yr for VIGIX. Their 0.98 correlation means they have historically moved very closely together. RDLAX charges 1.07%/yr vs 0.03%/yr for VIGIX.

Performance

RDLAX vs. VIGIX - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in Columbia Disciplined Growth Fund (RDLAX) and Vanguard Growth Index Fund Institutional Shares (VIGIX). The values are adjusted to include any dividend payments, if applicable.

Returns By Period

In the year-to-date period, RDLAX achieves a 0.59% return, which is significantly lower than VIGIX's 3.82% return. Over the past 10 years, RDLAX has underperformed VIGIX with an annualized return of 15.29%, while VIGIX has yielded a comparatively higher 17.15% annualized return.

RDLAX

• 1D: 3.04%
• 1M: -1.16%
• 6M: 1.97%
• YTD: 0.59%
• 1Y: 12.73%
• 3Y*: 16.97%
• 5Y*: 11.26%
• 10Y*: 15.29%
• ALL TIME*: 11.07%

VIGIX

• 1D: 2.71%
• 1M: -1.61%
• 6M: 5.20%
• YTD: 3.82%
• 1Y: 14.05%
• 3Y*: 20.61%
• 5Y*: 11.91%
• 10Y*: 17.15%
• ALL TIME*: 9.61%

*Multi-year figures are annualized to reflect compound growth (CAGR)

Liquidity Comparison

Position	Avg. Volume Value (2W)	Avg. Volume Value (1M)	Avg. Volume Value (3M)
RDLAX Columbia Disciplined Growth Fund	$0.00	$0.00	$0.00
VIGIX Vanguard Growth Index Fund Institutional Shares	$0.00	$0.00	$0.00

RDLAX vs. VIGIX - Yearly Performance Comparison

	2026 (YTD)	2025	2024	2023	2022	2021	2020	2019	2018	2017
RDLAX Columbia Disciplined Growth Fund	0.59%	18.41%	28.05%	40.80%	-27.93%	29.54%	28.33%	28.27%	-3.92%	28.84%
VIGIX Vanguard Growth Index Fund Institutional Shares	3.82%	19.44%	32.68%	46.77%	-33.13%	27.27%	40.19%	37.26%	-3.34%	27.81%

Correlation

The correlation between RDLAX and VIGIX is 0.98 - they have historically moved very closely together. At this level, their price movements offset little of one another.

	Correlation
Correlation (1Y) Focuses on recent behavior, but can change the most.	0.98
Correlation (3Y) Balances recent behavior with more history.	0.98
Correlation (5Y) Shows whether the relationship held over a longer period.	0.98
Correlation (10Y) Provides a long-term view across more market conditions.	0.98
Correlation (All Time) Calculated using the full available price history since Jan 2, 2008	0.98

The correlation between RDLAX and VIGIX has been stable across timeframes, ranging from 0.97 to 0.98 - a consistent structural relationship.

Return for Risk

RDLAX vs. VIGIX — Risk / Return Rank

Compare historical risk-adjusted metric ranks over the past 12 months.

RDLAX

RDLAX Risk / Return Rank: 13
RDLAX Sharpe Ratio Rank: 14
RDLAX Sortino Ratio Rank: 14
RDLAX Omega Ratio Rank: 13
RDLAX Calmar Ratio Rank: 12
RDLAX Martin Ratio Rank: 14

VIGIX

VIGIX Risk / Return Rank: 18
VIGIX Sharpe Ratio Rank: 19
VIGIX Sortino Ratio Rank: 19
VIGIX Omega Ratio Rank: 19
VIGIX Calmar Ratio Rank: 15
VIGIX Martin Ratio Rank: 17

The rank (0–100) uses a weighted average of the Sharpe, Sortino, Omega, Calmar, and Martin percentile ranks for the trailing 12 months. Higher means stronger historical risk-adjusted performance within the peer group.

RDLAX vs. VIGIX - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for Columbia Disciplined Growth Fund (RDLAX) and Vanguard Growth Index Fund Institutional Shares (VIGIX). 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.

	RDLAX	VIGIX	Difference
Sharpe ratio: Return per unit of total volatility	0.59	0.66	-0.06
Sortino ratio: Return per unit of downside risk	0.93	1.01	-0.08
Omega ratio: Gain probability vs. loss probability	1.11	1.12	-0.01
Calmar ratio: Return relative to maximum drawdown	0.66	0.71	-0.05
Martin ratio: Return relative to average drawdown	2.09	2.26	-0.17

RDLAX vs. VIGIX - Sharpe Ratio Comparison

The current RDLAX Sharpe Ratio is 0.59, which is comparable to the VIGIX Sharpe Ratio of 0.66. The chart below compares the historical Sharpe Ratios of RDLAX and VIGIX, calculated using daily returns over the previous 12 months. A higher Sharpe Ratio indicates better risk-adjusted performance relative to the risk-free rate.

Drawdowns

RDLAX vs. VIGIX - Drawdown Comparison

The maximum RDLAX drawdown since its inception was -51.56%, smaller than the maximum VIGIX drawdown of -56.95%. Use the drawdown chart below to compare losses from any high point for RDLAX and VIGIX.

Drawdown Indicators

	RDLAX	VIGIX	Difference
Max Drawdown Largest peak-to-trough decline	-51.56%	-56.95%	+5.39%
Max Drawdown (1Y) Largest decline over 1 year	-15.93%	-16.51%	+0.58%
Max Drawdown (3Y) Largest decline over 3 years	-24.85%	-23.03%	-1.82%
Max Drawdown (5Y) Largest decline over 5 years	-44.07%	-35.62%	-8.45%
Max Drawdown (10Y) Largest decline over 10 years	-44.07%	-35.62%	-8.45%
Current Drawdown Current decline from peak	-5.94%	-6.59%	+0.65%
Average Drawdown Average peak-to-trough decline	-9.83%	-16.21%	+6.38%
Ulcer Index Depth and duration of drawdowns from previous peaks	4.99%	5.16%	-0.17%

Volatility

RDLAX vs. VIGIX - Volatility Comparison

Columbia Disciplined Growth Fund (RDLAX) has a higher volatility of 6.06% compared to Vanguard Growth Index Fund Institutional Shares (VIGIX) at 5.40%. This indicates that RDLAX's price experiences larger fluctuations and is considered to be riskier than VIGIX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.

Volatility by Period

	RDLAX	VIGIX	Difference
Volatility (1M) Calculated over the trailing 1-month period	6.06%	5.40%	+0.66%
Volatility (6M) Calculated over the trailing 6-month period	13.92%	14.23%	-0.31%
Volatility (1Y) Calculated over the trailing 1-year period	17.62%	17.76%	-0.14%
Volatility (5Y) Calculated over the trailing 5-year period, annualized	26.11%	22.62%	+3.49%
Volatility (10Y) Calculated over the trailing 10-year period, annualized	23.40%	21.69%	+1.71%

RDLAX vs. VIGIX - Expense Ratio Comparison

RDLAX has a 1.07% expense ratio, which is higher than VIGIX's 0.03% expense ratio.

Dividends

RDLAX vs. VIGIX - Dividend Comparison

RDLAX's dividend yield for the trailing twelve months is around 8.08%, more than VIGIX's 0.40% yield.

Position	TTM	2025	2024	2023	2022	2021	2020	2019	2018	2017	2016	2015
RDLAX Columbia Disciplined Growth Fund	8.08%	8.13%	10.15%	5.75%	12.48%	25.33%	12.58%	8.06%	15.56%	13.13%	6.15%	13.58%
VIGIX Vanguard Growth Index Fund Institutional Shares	0.40%	0.41%	0.47%	0.58%	0.70%	0.48%	0.66%	0.95%	1.32%	1.15%	1.40%	1.31%

Frequently Asked Questions

Can I hold both RDLAX and VIGIX in my portfolio?

With a correlation of 0.98, RDLAX and VIGIX move almost identically. Holding both adds very little diversification - you're essentially doubling your position in the same market segment. Choosing one is usually more capital-efficient.

Which is riskier, RDLAX or VIGIX?

RDLAX has higher volatility (6.06%) compared to VIGIX (5.40%). In terms of maximum drawdown, RDLAX dropped -51.56% vs VIGIX's -56.95%.

Which has better risk-adjusted returns?

VIGIX currently has the higher Sharpe Ratio (0.66 vs 0.59), 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.