CLMVX vs. LBSAX
Compare and contrast key facts about Columbia Mortgage Opportunities Fund (CLMVX) and Columbia Dividend Income Fund Class A (LBSAX).
CLMVX is managed by Columbia. It was launched on Apr 29, 2014. LBSAX is managed by Columbia. It was launched on Nov 25, 2002.
Performance
CLMVX vs. LBSAX - Performance Comparison
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CLMVX vs. LBSAX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
CLMVX Columbia Mortgage Opportunities Fund | 0.51% | 11.95% | 5.30% | 7.57% | -17.82% | 5.44% | 9.25% | 6.44% | 7.90% | 5.41% |
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, CLMVX achieves a 0.51% return, which is significantly lower than LBSAX's 1.55% return. Over the past 10 years, CLMVX has underperformed LBSAX with an annualized return of 4.48%, while LBSAX has yielded a comparatively higher 11.69% annualized return.
CLMVX
- 1D
- 0.36%
- 1M
- -1.92%
- YTD
- 0.51%
- 6M
- 2.13%
- 1Y
- 8.19%
- 3Y*
- 7.43%
- 5Y*
- 0.79%
- 10Y*
- 4.48%
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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CLMVX vs. LBSAX - Expense Ratio Comparison
CLMVX has a 0.70% expense ratio, which is lower than LBSAX's 0.90% expense ratio.
Return for Risk
CLMVX vs. LBSAX — Risk / Return Rank
CLMVX
LBSAX
CLMVX vs. LBSAX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Columbia Mortgage Opportunities Fund (CLMVX) 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.
| CLMVX | LBSAX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 1.78 | 1.17 | +0.61 |
Sortino ratioReturn per unit of downside risk | 2.65 | 1.66 | +0.99 |
Omega ratioGain probability vs. loss probability | 1.33 | 1.26 | +0.08 |
Calmar ratioReturn relative to maximum drawdown | 3.71 | 1.43 | +2.28 |
Martin ratioReturn relative to average drawdown | 12.17 | 6.65 | +5.52 |
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
| CLMVX | LBSAX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.78 | 1.17 | +0.61 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.12 | 0.78 | -0.66 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.81 | 0.75 | +0.07 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.78 | 0.62 | +0.17 |
Correlation
The correlation between CLMVX and LBSAX is 0.08, which is considered to be low. This implies their price changes are not closely related. A low correlation is generally favorable for portfolio diversification, as it helps to reduce overall risk by spreading it across multiple assets with different performance patterns.
Dividends
CLMVX vs. LBSAX - Dividend Comparison
CLMVX's dividend yield for the trailing twelve months is around 5.47%, more than LBSAX's 5.07% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
CLMVX Columbia Mortgage Opportunities Fund | 5.47% | 5.63% | 5.88% | 6.64% | 6.89% | 4.43% | 6.05% | 4.36% | 4.51% | 7.85% | 4.52% | 4.86% |
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
CLMVX vs. LBSAX - Drawdown Comparison
The maximum CLMVX drawdown since its inception was -22.15%, smaller than the maximum LBSAX drawdown of -47.89%. Use the drawdown chart below to compare losses from any high point for CLMVX and LBSAX.
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Drawdown Indicators
| CLMVX | LBSAX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -22.15% | -47.89% | +25.74% |
Max Drawdown (1Y)Largest decline over 1 year | -2.49% | -10.19% | +7.70% |
Max Drawdown (5Y)Largest decline over 5 years | -22.15% | -17.16% | -4.99% |
Max Drawdown (10Y)Largest decline over 10 years | -22.15% | -32.82% | +10.67% |
Current DrawdownCurrent decline from peak | -1.92% | -5.50% | +3.58% |
Average DrawdownAverage peak-to-trough decline | -4.00% | -5.29% | +1.29% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 0.76% | 2.19% | -1.43% |
Volatility
CLMVX vs. LBSAX - Volatility Comparison
The current volatility for Columbia Mortgage Opportunities Fund (CLMVX) is 1.62%, while Columbia Dividend Income Fund Class A (LBSAX) has a volatility of 2.92%. This indicates that CLMVX experiences smaller price fluctuations and is considered to be less risky 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
| CLMVX | LBSAX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 1.62% | 2.92% | -1.30% |
Volatility (6M)Calculated over the trailing 6-month period | 2.62% | 6.83% | -4.21% |
Volatility (1Y)Calculated over the trailing 1-year period | 4.77% | 13.62% | -8.85% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 6.71% | 13.28% | -6.57% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 5.52% | 15.68% | -10.16% |