CBALX vs. LBSAX
Compare and contrast key facts about Columbia Balanced Fund (CBALX) and Columbia Dividend Income Fund Class A (LBSAX).
CBALX is managed by Columbia. It was launched on Sep 30, 1991. LBSAX is managed by Columbia. It was launched on Nov 25, 2002.
Performance
CBALX vs. LBSAX - Performance Comparison
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CBALX vs. LBSAX - 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% |
LBSAX Columbia Dividend Income Fund Class A | 1.55% | 15.58% | 14.73% | 10.26% | -5.19% | 25.97% | 7.48% | 27.84% | -4.62% | 19.96% |
Returns By Period
In the year-to-date period, CBALX achieves a -5.35% return, which is significantly lower than LBSAX's 1.55% return. Over the past 10 years, CBALX has underperformed LBSAX with an annualized return of 8.95%, while LBSAX has yielded a comparatively higher 11.69% 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%
LBSAX
- 1D
- 0.00%
- 1M
- -5.50%
- YTD
- 1.55%
- 6M
- 4.03%
- 1Y
- 14.47%
- 3Y*
- 14.17%
- 5Y*
- 10.26%
- 10Y*
- 11.69%
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CBALX vs. LBSAX - Expense Ratio Comparison
CBALX has a 0.67% expense ratio, which is lower than LBSAX's 0.90% expense ratio.
Return for Risk
CBALX vs. LBSAX — Risk / Return Rank
CBALX
LBSAX
CBALX vs. LBSAX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Columbia Balanced Fund (CBALX) 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.
| CBALX | LBSAX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.88 | 1.17 | -0.29 |
Sortino ratioReturn per unit of downside risk | 1.31 | 1.66 | -0.35 |
Omega ratioGain probability vs. loss probability | 1.19 | 1.26 | -0.07 |
Calmar ratioReturn relative to maximum drawdown | 1.13 | 1.43 | -0.30 |
Martin ratioReturn relative to average drawdown | 4.82 | 6.65 | -1.84 |
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 | LBSAX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.88 | 1.17 | -0.29 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.62 | 0.78 | -0.16 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.79 | 0.75 | +0.05 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.68 | 0.62 | +0.06 |
Correlation
The correlation between CBALX and LBSAX is 0.90, 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. LBSAX - Dividend Comparison
CBALX's dividend yield for the trailing twelve months is around 6.86%, more than LBSAX's 5.07% 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% |
LBSAX Columbia Dividend Income Fund Class A | 5.07% | 5.11% | 5.78% | 4.72% | 3.62% | 2.65% | 1.52% | 2.68% | 7.36% | 3.83% | 3.60% | 8.01% |
Drawdowns
CBALX vs. LBSAX - Drawdown Comparison
The maximum CBALX drawdown since its inception was -34.53%, smaller than the maximum LBSAX drawdown of -47.89%. Use the drawdown chart below to compare losses from any high point for CBALX and LBSAX.
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Drawdown Indicators
| CBALX | LBSAX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -34.53% | -47.89% | +13.36% |
Max Drawdown (1Y)Largest decline over 1 year | -7.87% | -10.19% | +2.32% |
Max Drawdown (5Y)Largest decline over 5 years | -20.91% | -17.16% | -3.75% |
Max Drawdown (10Y)Largest decline over 10 years | -22.73% | -32.82% | +10.09% |
Current DrawdownCurrent decline from peak | -6.56% | -5.50% | -1.06% |
Average DrawdownAverage peak-to-trough decline | -5.34% | -5.29% | -0.05% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 1.84% | 2.19% | -0.35% |
Volatility
CBALX vs. LBSAX - Volatility Comparison
Columbia Balanced Fund (CBALX) has a higher volatility of 3.14% compared to Columbia Dividend Income Fund Class A (LBSAX) at 2.92%. This indicates that CBALX'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.
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Volatility by Period
| CBALX | LBSAX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 3.14% | 2.92% | +0.22% |
Volatility (6M)Calculated over the trailing 6-month period | 6.15% | 6.83% | -0.68% |
Volatility (1Y)Calculated over the trailing 1-year period | 11.45% | 13.62% | -2.17% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 11.05% | 13.28% | -2.23% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 11.30% | 15.68% | -4.38% |