CDDYX vs. CBALX
Compare and contrast key facts about Columbia Dividend Income Fund Institutional 3 Class (CDDYX) and Columbia Balanced Fund (CBALX).
CDDYX is managed by Columbia. It was launched on Nov 8, 2012. CBALX is managed by Columbia. It was launched on Sep 30, 1991.
Performance
CDDYX vs. CBALX - Performance Comparison
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CDDYX vs. CBALX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
CDDYX Columbia Dividend Income Fund Institutional 3 Class | 3.28% | 15.95% | 15.17% | 10.65% | -4.84% | 26.43% | 7.92% | 28.74% | -4.27% | 20.34% |
CBALX Columbia Balanced Fund | -3.50% | 14.14% | 14.60% | 21.49% | -16.63% | 14.92% | 17.91% | 23.05% | -5.75% | 14.29% |
Returns By Period
In the year-to-date period, CDDYX achieves a 3.28% return, which is significantly higher than CBALX's -3.50% return. Over the past 10 years, CDDYX has outperformed CBALX with an annualized return of 12.31%, while CBALX has yielded a comparatively lower 9.16% annualized return.
CDDYX
- 1D
- 1.60%
- 1M
- -3.90%
- YTD
- 3.28%
- 6M
- 5.98%
- 1Y
- 16.96%
- 3Y*
- 15.18%
- 5Y*
- 10.80%
- 10Y*
- 12.31%
CBALX
- 1D
- 1.95%
- 1M
- -3.48%
- YTD
- -3.50%
- 6M
- -1.90%
- 1Y
- 11.61%
- 3Y*
- 12.90%
- 5Y*
- 6.99%
- 10Y*
- 9.16%
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CDDYX vs. CBALX - Expense Ratio Comparison
CDDYX has a 0.55% expense ratio, which is lower than CBALX's 0.67% expense ratio.
Return for Risk
CDDYX vs. CBALX — Risk / Return Rank
CDDYX
CBALX
CDDYX vs. CBALX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Columbia Dividend Income Fund Institutional 3 Class (CDDYX) and Columbia Balanced Fund (CBALX). 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.
| CDDYX | CBALX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 1.23 | 1.04 | +0.19 |
Sortino ratioReturn per unit of downside risk | 1.75 | 1.54 | +0.21 |
Omega ratioGain probability vs. loss probability | 1.27 | 1.23 | +0.04 |
Calmar ratioReturn relative to maximum drawdown | 1.78 | 1.55 | +0.23 |
Martin ratioReturn relative to average drawdown | 8.25 | 6.54 | +1.71 |
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
| CDDYX | CBALX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.23 | 1.04 | +0.19 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.82 | 0.63 | +0.18 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.79 | 0.81 | -0.02 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.86 | 0.68 | +0.18 |
Correlation
The correlation between CDDYX and CBALX is 0.87, 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
CDDYX vs. CBALX - Dividend Comparison
CDDYX's dividend yield for the trailing twelve months is around 5.21%, less than CBALX's 6.73% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
CDDYX Columbia Dividend Income Fund Institutional 3 Class | 5.21% | 5.33% | 5.99% | 4.96% | 3.90% | 2.93% | 1.85% | 3.28% | 7.65% | 4.03% | 3.84% | 8.35% |
CBALX Columbia Balanced Fund | 6.73% | 6.42% | 7.83% | 1.84% | 5.36% | 9.26% | 5.31% | 4.16% | 5.82% | 2.79% | 1.60% | 4.05% |
Drawdowns
CDDYX vs. CBALX - Drawdown Comparison
The maximum CDDYX drawdown since its inception was -32.74%, smaller than the maximum CBALX drawdown of -34.53%. Use the drawdown chart below to compare losses from any high point for CDDYX and CBALX.
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Drawdown Indicators
| CDDYX | CBALX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -32.74% | -34.53% | +1.79% |
Max Drawdown (1Y)Largest decline over 1 year | -10.17% | -7.87% | -2.30% |
Max Drawdown (5Y)Largest decline over 5 years | -16.91% | -20.91% | +4.00% |
Max Drawdown (10Y)Largest decline over 10 years | -32.74% | -22.73% | -10.01% |
Current DrawdownCurrent decline from peak | -3.95% | -4.73% | +0.78% |
Average DrawdownAverage peak-to-trough decline | -2.79% | -5.34% | +2.55% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 2.19% | 1.86% | +0.33% |
Volatility
CDDYX vs. CBALX - Volatility Comparison
The current volatility for Columbia Dividend Income Fund Institutional 3 Class (CDDYX) is 3.45%, while Columbia Balanced Fund (CBALX) has a volatility of 3.84%. This indicates that CDDYX experiences smaller price fluctuations and is considered to be less risky than CBALX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| CDDYX | CBALX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 3.45% | 3.84% | -0.39% |
Volatility (6M)Calculated over the trailing 6-month period | 7.00% | 6.44% | +0.56% |
Volatility (1Y)Calculated over the trailing 1-year period | 13.67% | 11.58% | +2.09% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 13.31% | 11.08% | +2.23% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 15.68% | 11.31% | +4.37% |