CBALX vs. COSZX
Compare and contrast key facts about Columbia Balanced Fund (CBALX) and Columbia Overseas Value Fund (COSZX).
CBALX is managed by Columbia. It was launched on Sep 30, 1991. COSZX is managed by Columbia. It was launched on Mar 30, 2008.
Performance
CBALX vs. COSZX - Performance Comparison
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CBALX vs. COSZX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
CBALX Columbia Balanced Fund | -5.35% | 14.14% | 14.60% | 21.49% | -16.63% | 14.92% | 17.91% | 23.05% | -5.75% | 14.29% |
COSZX Columbia Overseas Value Fund | 0.28% | 45.80% | 4.70% | 16.05% | -5.99% | 10.78% | -0.07% | 22.37% | -16.70% | 27.82% |
Returns By Period
In the year-to-date period, CBALX achieves a -5.35% return, which is significantly lower than COSZX's 0.28% return. Over the past 10 years, CBALX has underperformed COSZX with an annualized return of 8.95%, while COSZX has yielded a comparatively higher 9.81% annualized return.
CBALX
- 1D
- 0.08%
- 1M
- -5.51%
- YTD
- -5.35%
- 6M
- -3.42%
- 1Y
- 9.86%
- 3Y*
- 12.18%
- 5Y*
- 6.79%
- 10Y*
- 8.95%
COSZX
- 1D
- 0.21%
- 1M
- -10.89%
- YTD
- 0.28%
- 6M
- 6.08%
- 1Y
- 29.26%
- 3Y*
- 19.10%
- 5Y*
- 11.26%
- 10Y*
- 9.81%
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CBALX vs. COSZX - Expense Ratio Comparison
CBALX has a 0.67% expense ratio, which is lower than COSZX's 0.90% expense ratio.
Return for Risk
CBALX vs. COSZX — Risk / Return Rank
CBALX
COSZX
CBALX vs. COSZX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Columbia Balanced Fund (CBALX) and Columbia Overseas Value Fund (COSZX). 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.
| CBALX | COSZX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.88 | 1.77 | -0.89 |
Sortino ratioReturn per unit of downside risk | 1.31 | 2.27 | -0.96 |
Omega ratioGain probability vs. loss probability | 1.19 | 1.36 | -0.17 |
Calmar ratioReturn relative to maximum drawdown | 1.13 | 2.33 | -1.21 |
Martin ratioReturn relative to average drawdown | 4.82 | 9.03 | -4.21 |
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
| CBALX | COSZX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.88 | 1.77 | -0.89 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.62 | 0.72 | -0.10 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.79 | 0.57 | +0.23 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.68 | 0.20 | +0.48 |
Correlation
The correlation between CBALX and COSZX is 0.76, 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
CBALX vs. COSZX - Dividend Comparison
CBALX's dividend yield for the trailing twelve months is around 6.86%, less than COSZX's 7.89% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
CBALX Columbia Balanced Fund | 6.86% | 6.42% | 7.83% | 1.84% | 5.36% | 9.26% | 5.31% | 4.16% | 5.82% | 2.79% | 1.60% | 4.05% |
COSZX Columbia Overseas Value Fund | 7.89% | 7.91% | 5.38% | 3.97% | 1.88% | 3.59% | 1.69% | 3.82% | 3.59% | 1.71% | 1.99% | 2.27% |
Drawdowns
CBALX vs. COSZX - Drawdown Comparison
The maximum CBALX drawdown since its inception was -34.53%, smaller than the maximum COSZX drawdown of -63.37%. Use the drawdown chart below to compare losses from any high point for CBALX and COSZX.
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Drawdown Indicators
| CBALX | COSZX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -34.53% | -63.37% | +28.84% |
Max Drawdown (1Y)Largest decline over 1 year | -7.87% | -11.76% | +3.89% |
Max Drawdown (5Y)Largest decline over 5 years | -20.91% | -25.77% | +4.86% |
Max Drawdown (10Y)Largest decline over 10 years | -22.73% | -43.40% | +20.67% |
Current DrawdownCurrent decline from peak | -6.56% | -10.89% | +4.33% |
Average DrawdownAverage peak-to-trough decline | -5.34% | -18.03% | +12.69% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 1.84% | 3.04% | -1.20% |
Volatility
CBALX vs. COSZX - Volatility Comparison
The current volatility for Columbia Balanced Fund (CBALX) is 3.14%, while Columbia Overseas Value Fund (COSZX) has a volatility of 6.37%. This indicates that CBALX experiences smaller price fluctuations and is considered to be less risky than COSZX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| CBALX | COSZX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 3.14% | 6.37% | -3.23% |
Volatility (6M)Calculated over the trailing 6-month period | 6.15% | 10.10% | -3.95% |
Volatility (1Y)Calculated over the trailing 1-year period | 11.45% | 16.05% | -4.60% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 11.05% | 15.74% | -4.69% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 11.30% | 17.43% | -6.13% |