BEGIX vs. LBSAX

In the year-to-date period, BEGIX achieves a -0.66% return, which is significantly lower than LBSAX's 3.26% return. Over the past 10 years, BEGIX has outperformed LBSAX with an annualized return of 9.75%, while LBSAX has yielded a comparatively lower 7.78% annualized return.

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BEGIX has a 0.79% expense ratio, which is lower than LBSAX's 0.90% expense ratio.

This table presents a comparison of risk-adjusted performance metrics for Sterling Capital Equity Income Fund (BEGIX) and Columbia Dividend Income Fund Class A (LBSAX). 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.

The current BEGIX Sharpe Ratio is 0.05, which is lower than the LBSAX Sharpe Ratio of 0.52. The chart below compares the historical Sharpe Ratios of BEGIX and LBSAX, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.

BEGIX's dividend yield for the trailing twelve months is around 27.20%, more than LBSAX's 5.60% yield.

The maximum BEGIX drawdown since its inception was -43.85%, smaller than the maximum LBSAX drawdown of -48.43%. Use the drawdown chart below to compare losses from any high point for BEGIX and LBSAX.

Sterling Capital Equity Income Fund (BEGIX) has a higher volatility of 4.70% compared to Columbia Dividend Income Fund Class A (LBSAX) at 3.81%. This indicates that BEGIX's price experiences larger fluctuations and is considered to be riskier than LBSAX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.