CMTFX vs. LBSAX
Compare and contrast key facts about Columbia Global Technology Growth Fund (CMTFX) and Columbia Dividend Income Fund Class A (LBSAX).
CMTFX is managed by Columbia. It was launched on Nov 8, 2000. LBSAX is managed by Columbia. It was launched on Nov 25, 2002.
Performance
CMTFX vs. LBSAX - Performance Comparison
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CMTFX vs. LBSAX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
CMTFX Columbia Global Technology Growth Fund | -10.17% | 25.10% | 31.72% | 56.85% | -34.63% | 23.04% | 49.65% | 44.21% | -1.26% | 43.38% |
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, CMTFX achieves a -10.17% return, which is significantly lower than LBSAX's 1.55% return. Over the past 10 years, CMTFX has outperformed LBSAX with an annualized return of 20.54%, while LBSAX has yielded a comparatively lower 11.69% annualized return.
CMTFX
- 1D
- -1.69%
- 1M
- -9.74%
- YTD
- -10.17%
- 6M
- -8.43%
- 1Y
- 28.08%
- 3Y*
- 24.15%
- 5Y*
- 12.80%
- 10Y*
- 20.54%
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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CMTFX vs. LBSAX - Expense Ratio Comparison
CMTFX has a 0.92% expense ratio, which is higher than LBSAX's 0.90% expense ratio.
Return for Risk
CMTFX vs. LBSAX — Risk / Return Rank
CMTFX
LBSAX
CMTFX vs. LBSAX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Columbia Global Technology Growth Fund (CMTFX) 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.
| CMTFX | LBSAX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 1.03 | 1.17 | -0.14 |
Sortino ratioReturn per unit of downside risk | 1.58 | 1.66 | -0.08 |
Omega ratioGain probability vs. loss probability | 1.22 | 1.26 | -0.04 |
Calmar ratioReturn relative to maximum drawdown | 1.70 | 1.43 | +0.27 |
Martin ratioReturn relative to average drawdown | 6.04 | 6.65 | -0.61 |
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
| CMTFX | LBSAX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.03 | 1.17 | -0.14 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.50 | 0.78 | -0.28 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.84 | 0.75 | +0.09 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.44 | 0.62 | -0.18 |
Correlation
The correlation between CMTFX and LBSAX is 0.73, 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
CMTFX vs. LBSAX - Dividend Comparison
CMTFX's dividend yield for the trailing twelve months is around 3.44%, less than LBSAX's 5.07% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
CMTFX Columbia Global Technology Growth Fund | 3.44% | 3.09% | 1.02% | 2.23% | 3.36% | 4.19% | 0.87% | 2.44% | 5.89% | 3.60% | 0.35% | 1.74% |
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
CMTFX vs. LBSAX - Drawdown Comparison
The maximum CMTFX drawdown since its inception was -68.28%, which is greater than LBSAX's maximum drawdown of -47.89%. Use the drawdown chart below to compare losses from any high point for CMTFX and LBSAX.
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Drawdown Indicators
| CMTFX | LBSAX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -68.28% | -47.89% | -20.39% |
Max Drawdown (1Y)Largest decline over 1 year | -14.35% | -10.19% | -4.16% |
Max Drawdown (5Y)Largest decline over 5 years | -39.42% | -17.16% | -22.26% |
Max Drawdown (10Y)Largest decline over 10 years | -39.42% | -32.82% | -6.60% |
Current DrawdownCurrent decline from peak | -14.35% | -5.50% | -8.85% |
Average DrawdownAverage peak-to-trough decline | -16.40% | -5.29% | -11.11% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 4.04% | 2.19% | +1.85% |
Volatility
CMTFX vs. LBSAX - Volatility Comparison
Columbia Global Technology Growth Fund (CMTFX) has a higher volatility of 7.45% compared to Columbia Dividend Income Fund Class A (LBSAX) at 2.92%. This indicates that CMTFX'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
| CMTFX | LBSAX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 7.45% | 2.92% | +4.53% |
Volatility (6M)Calculated over the trailing 6-month period | 16.24% | 6.83% | +9.41% |
Volatility (1Y)Calculated over the trailing 1-year period | 27.01% | 13.62% | +13.39% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 25.81% | 13.28% | +12.53% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 24.66% | 15.68% | +8.98% |