COSSX vs. CBALX
Compare and contrast key facts about Columbia Overseas Value Fund Institutional 2 Class (COSSX) and Columbia Balanced Fund (CBALX).
COSSX is an actively managed fund by Columbia. It was launched on Jul 1, 2015. CBALX is managed by Columbia. It was launched on Sep 30, 1991.
Performance
COSSX vs. CBALX - Performance Comparison
Loading graphics...
COSSX vs. CBALX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
COSSX Columbia Overseas Value Fund Institutional 2 Class | 0.35% | 45.91% | 4.82% | 16.13% | -5.96% | 10.94% | 0.02% | 22.51% | -16.69% | 27.83% |
CBALX Columbia Balanced Fund | -5.35% | 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, COSSX achieves a 0.35% return, which is significantly higher than CBALX's -5.35% return. Over the past 10 years, COSSX has outperformed CBALX with an annualized return of 9.92%, while CBALX has yielded a comparatively lower 8.95% annualized return.
COSSX
- 1D
- 0.28%
- 1M
- -10.84%
- YTD
- 0.35%
- 6M
- 6.19%
- 1Y
- 29.45%
- 3Y*
- 19.22%
- 5Y*
- 11.36%
- 10Y*
- 9.92%
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%
Compare stocks, funds, or ETFs
Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.
COSSX vs. CBALX - Expense Ratio Comparison
COSSX has a 0.82% expense ratio, which is higher than CBALX's 0.67% expense ratio.
Return for Risk
COSSX vs. CBALX — Risk / Return Rank
COSSX
CBALX
COSSX vs. CBALX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Columbia Overseas Value Fund Institutional 2 Class (COSSX) 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.
| COSSX | CBALX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 1.79 | 0.88 | +0.91 |
Sortino ratioReturn per unit of downside risk | 2.29 | 1.31 | +0.98 |
Omega ratioGain probability vs. loss probability | 1.36 | 1.19 | +0.17 |
Calmar ratioReturn relative to maximum drawdown | 2.34 | 1.13 | +1.22 |
Martin ratioReturn relative to average drawdown | 9.09 | 4.82 | +4.27 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
Loading graphics...
Sharpe Ratios by Period
| COSSX | CBALX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.79 | 0.88 | +0.91 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.73 | 0.62 | +0.11 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.57 | 0.79 | -0.22 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.54 | 0.68 | -0.14 |
Correlation
The correlation between COSSX and CBALX is 0.70, 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
COSSX vs. CBALX - Dividend Comparison
COSSX's dividend yield for the trailing twelve months is around 8.00%, more than CBALX's 6.86% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
COSSX Columbia Overseas Value Fund Institutional 2 Class | 8.00% | 8.03% | 5.51% | 4.07% | 1.96% | 3.70% | 1.78% | 3.95% | 3.72% | 1.72% | 2.18% | 0.00% |
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% |
Drawdowns
COSSX vs. CBALX - Drawdown Comparison
The maximum COSSX drawdown since its inception was -43.24%, which is greater than CBALX's maximum drawdown of -34.53%. Use the drawdown chart below to compare losses from any high point for COSSX and CBALX.
Loading graphics...
Drawdown Indicators
| COSSX | CBALX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -43.24% | -34.53% | -8.71% |
Max Drawdown (1Y)Largest decline over 1 year | -11.78% | -7.87% | -3.91% |
Max Drawdown (5Y)Largest decline over 5 years | -25.76% | -20.91% | -4.85% |
Max Drawdown (10Y)Largest decline over 10 years | -43.24% | -22.73% | -20.51% |
Current DrawdownCurrent decline from peak | -10.84% | -6.56% | -4.28% |
Average DrawdownAverage peak-to-trough decline | -7.17% | -5.34% | -1.83% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 3.04% | 1.84% | +1.20% |
Volatility
COSSX vs. CBALX - Volatility Comparison
Columbia Overseas Value Fund Institutional 2 Class (COSSX) has a higher volatility of 6.35% compared to Columbia Balanced Fund (CBALX) at 3.14%. This indicates that COSSX's price experiences larger fluctuations and is considered to be riskier than CBALX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
Loading graphics...
Volatility by Period
| COSSX | CBALX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 6.35% | 3.14% | +3.21% |
Volatility (6M)Calculated over the trailing 6-month period | 10.05% | 6.15% | +3.90% |
Volatility (1Y)Calculated over the trailing 1-year period | 16.02% | 11.45% | +4.57% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 15.71% | 11.05% | +4.66% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 17.39% | 11.30% | +6.09% |