COSZX vs. LBSAX
Compare and contrast key facts about Columbia Overseas Value Fund (COSZX) and Columbia Dividend Income Fund Class A (LBSAX).
COSZX is managed by Columbia. It was launched on Mar 30, 2008. LBSAX is managed by Columbia. It was launched on Nov 25, 2002.
Performance
COSZX vs. LBSAX - Performance Comparison
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COSZX vs. LBSAX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
COSZX Columbia Overseas Value Fund | 0.28% | 45.80% | 4.70% | 16.05% | -5.99% | 10.78% | -0.07% | 22.37% | -16.70% | 27.82% |
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, COSZX achieves a 0.28% return, which is significantly lower than LBSAX's 1.55% return. Over the past 10 years, COSZX has underperformed LBSAX with an annualized return of 9.81%, while LBSAX has yielded a comparatively higher 11.69% annualized return.
COSZX
- 1D
- 0.21%
- 1M
- -10.89%
- YTD
- 0.28%
- 6M
- 6.08%
- 1Y
- 29.26%
- 3Y*
- 19.10%
- 5Y*
- 11.26%
- 10Y*
- 9.81%
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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COSZX vs. LBSAX - Expense Ratio Comparison
Both COSZX and LBSAX have an expense ratio of 0.90%.
Return for Risk
COSZX vs. LBSAX — Risk / Return Rank
COSZX
LBSAX
COSZX vs. LBSAX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Columbia Overseas Value Fund (COSZX) 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.
| COSZX | LBSAX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 1.77 | 1.17 | +0.60 |
Sortino ratioReturn per unit of downside risk | 2.27 | 1.66 | +0.61 |
Omega ratioGain probability vs. loss probability | 1.36 | 1.26 | +0.10 |
Calmar ratioReturn relative to maximum drawdown | 2.33 | 1.43 | +0.90 |
Martin ratioReturn relative to average drawdown | 9.03 | 6.65 | +2.38 |
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
| COSZX | LBSAX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.77 | 1.17 | +0.60 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.72 | 0.78 | -0.06 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.57 | 0.75 | -0.18 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.20 | 0.62 | -0.42 |
Correlation
The correlation between COSZX and LBSAX is 0.75, 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
COSZX vs. LBSAX - Dividend Comparison
COSZX's dividend yield for the trailing twelve months is around 7.89%, more than LBSAX's 5.07% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
COSZX Columbia Overseas Value Fund | 7.89% | 7.91% | 5.38% | 3.97% | 1.88% | 3.59% | 1.69% | 3.82% | 3.59% | 1.71% | 1.99% | 2.27% |
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
COSZX vs. LBSAX - Drawdown Comparison
The maximum COSZX drawdown since its inception was -63.37%, which is greater than LBSAX's maximum drawdown of -47.89%. Use the drawdown chart below to compare losses from any high point for COSZX and LBSAX.
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Drawdown Indicators
| COSZX | LBSAX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -63.37% | -47.89% | -15.48% |
Max Drawdown (1Y)Largest decline over 1 year | -11.76% | -10.19% | -1.57% |
Max Drawdown (5Y)Largest decline over 5 years | -25.77% | -17.16% | -8.61% |
Max Drawdown (10Y)Largest decline over 10 years | -43.40% | -32.82% | -10.58% |
Current DrawdownCurrent decline from peak | -10.89% | -5.50% | -5.39% |
Average DrawdownAverage peak-to-trough decline | -18.03% | -5.29% | -12.74% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 3.04% | 2.19% | +0.85% |
Volatility
COSZX vs. LBSAX - Volatility Comparison
Columbia Overseas Value Fund (COSZX) has a higher volatility of 6.37% compared to Columbia Dividend Income Fund Class A (LBSAX) at 2.92%. This indicates that COSZX'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
| COSZX | LBSAX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 6.37% | 2.92% | +3.45% |
Volatility (6M)Calculated over the trailing 6-month period | 10.10% | 6.83% | +3.27% |
Volatility (1Y)Calculated over the trailing 1-year period | 16.05% | 13.62% | +2.43% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 15.74% | 13.28% | +2.46% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 17.43% | 15.68% | +1.75% |