CMSCX vs. LBSAX
Compare and contrast key facts about Columbia Small Cap Growth Fund (CMSCX) and Columbia Dividend Income Fund Class A (LBSAX).
CMSCX is managed by Columbia. It was launched on Oct 1, 1996. LBSAX is managed by Columbia. It was launched on Nov 25, 2002.
Performance
CMSCX vs. LBSAX - Performance Comparison
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CMSCX vs. LBSAX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
CMSCX Columbia Small Cap Growth Fund | -8.67% | 21.68% | 24.27% | 26.17% | -36.62% | -2.22% | 70.31% | 40.98% | -1.99% | 28.68% |
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, CMSCX achieves a -8.67% return, which is significantly lower than LBSAX's 1.55% return. Over the past 10 years, CMSCX has outperformed LBSAX with an annualized return of 14.21%, while LBSAX has yielded a comparatively lower 11.69% annualized return.
CMSCX
- 1D
- -2.61%
- 1M
- -13.27%
- YTD
- -8.67%
- 6M
- -4.73%
- 1Y
- 26.73%
- 3Y*
- 16.28%
- 5Y*
- 1.08%
- 10Y*
- 14.21%
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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CMSCX vs. LBSAX - Expense Ratio Comparison
CMSCX has a 0.96% expense ratio, which is higher than LBSAX's 0.90% expense ratio.
Return for Risk
CMSCX vs. LBSAX — Risk / Return Rank
CMSCX
LBSAX
CMSCX vs. LBSAX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Columbia Small Cap Growth Fund (CMSCX) 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.
| CMSCX | LBSAX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.92 | 1.17 | -0.25 |
Sortino ratioReturn per unit of downside risk | 1.42 | 1.66 | -0.25 |
Omega ratioGain probability vs. loss probability | 1.18 | 1.26 | -0.07 |
Calmar ratioReturn relative to maximum drawdown | 1.27 | 1.43 | -0.16 |
Martin ratioReturn relative to average drawdown | 5.05 | 6.65 | -1.60 |
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
| CMSCX | LBSAX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.92 | 1.17 | -0.25 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.04 | 0.78 | -0.74 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.56 | 0.75 | -0.19 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.47 | 0.62 | -0.14 |
Correlation
The correlation between CMSCX and LBSAX 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
CMSCX vs. LBSAX - Dividend Comparison
CMSCX's dividend yield for the trailing twelve months is around 5.40%, more than LBSAX's 5.07% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
CMSCX Columbia Small Cap Growth Fund | 5.40% | 4.93% | 0.00% | 0.00% | 0.00% | 10.28% | 6.90% | 8.86% | 21.17% | 16.48% | 8.67% | 60.38% |
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
CMSCX vs. LBSAX - Drawdown Comparison
The maximum CMSCX drawdown since its inception was -55.64%, which is greater than LBSAX's maximum drawdown of -47.89%. Use the drawdown chart below to compare losses from any high point for CMSCX and LBSAX.
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Drawdown Indicators
| CMSCX | LBSAX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -55.64% | -47.89% | -7.75% |
Max Drawdown (1Y)Largest decline over 1 year | -17.60% | -10.19% | -7.41% |
Max Drawdown (5Y)Largest decline over 5 years | -49.84% | -17.16% | -32.68% |
Max Drawdown (10Y)Largest decline over 10 years | -52.44% | -32.82% | -19.62% |
Current DrawdownCurrent decline from peak | -17.60% | -5.50% | -12.10% |
Average DrawdownAverage peak-to-trough decline | -16.03% | -5.29% | -10.74% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 4.42% | 2.19% | +2.23% |
Volatility
CMSCX vs. LBSAX - Volatility Comparison
Columbia Small Cap Growth Fund (CMSCX) has a higher volatility of 9.62% compared to Columbia Dividend Income Fund Class A (LBSAX) at 2.92%. This indicates that CMSCX'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
| CMSCX | LBSAX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 9.62% | 2.92% | +6.70% |
Volatility (6M)Calculated over the trailing 6-month period | 18.62% | 6.83% | +11.79% |
Volatility (1Y)Calculated over the trailing 1-year period | 27.94% | 13.62% | +14.32% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 26.87% | 13.28% | +13.59% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 25.68% | 15.68% | +10.00% |