GEGTX vs. LBSAX
Compare and contrast key facts about Columbia Large Cap Growth Fund (GEGTX) and Columbia Dividend Income Fund Class A (LBSAX).
GEGTX is managed by Columbia. It was launched on Dec 14, 1990. LBSAX is managed by Columbia. It was launched on Nov 25, 2002.
Performance
GEGTX vs. LBSAX - Performance Comparison
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GEGTX vs. LBSAX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
GEGTX Columbia Large Cap Growth Fund | -9.54% | 16.44% | 31.91% | 43.94% | -32.01% | 29.40% | 34.43% | 36.17% | -3.88% | 28.00% |
LBSAX Columbia Dividend Income Fund Class A | 3.18% | 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, GEGTX achieves a -9.54% return, which is significantly lower than LBSAX's 3.18% return. Over the past 10 years, GEGTX has outperformed LBSAX with an annualized return of 15.26%, while LBSAX has yielded a comparatively lower 11.87% annualized return.
GEGTX
- 1D
- 3.78%
- 1M
- -4.74%
- YTD
- -9.54%
- 6M
- -7.88%
- 1Y
- 17.30%
- 3Y*
- 20.75%
- 5Y*
- 10.67%
- 10Y*
- 15.26%
LBSAX
- 1D
- 1.61%
- 1M
- -3.90%
- YTD
- 3.18%
- 6M
- 5.80%
- 1Y
- 16.55%
- 3Y*
- 14.78%
- 5Y*
- 10.40%
- 10Y*
- 11.87%
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GEGTX vs. LBSAX - Expense Ratio Comparison
GEGTX has a 0.74% expense ratio, which is lower than LBSAX's 0.90% expense ratio.
Return for Risk
GEGTX vs. LBSAX — Risk / Return Rank
GEGTX
LBSAX
GEGTX vs. LBSAX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Columbia Large Cap Growth Fund (GEGTX) 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.
| GEGTX | LBSAX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.83 | 1.20 | -0.38 |
Sortino ratioReturn per unit of downside risk | 1.34 | 1.71 | -0.36 |
Omega ratioGain probability vs. loss probability | 1.19 | 1.26 | -0.08 |
Calmar ratioReturn relative to maximum drawdown | 1.19 | 1.74 | -0.54 |
Martin ratioReturn relative to average drawdown | 4.27 | 8.03 | -3.77 |
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
| GEGTX | LBSAX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.83 | 1.20 | -0.38 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.50 | 0.79 | -0.29 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.72 | 0.76 | -0.04 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.64 | 0.62 | +0.02 |
Correlation
The correlation between GEGTX and LBSAX is 0.82, 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
GEGTX vs. LBSAX - Dividend Comparison
GEGTX's dividend yield for the trailing twelve months is around 9.74%, more than LBSAX's 4.99% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
GEGTX Columbia Large Cap Growth Fund | 9.74% | 8.81% | 5.29% | 4.12% | 0.00% | 8.54% | 12.38% | 8.02% | 9.24% | 6.28% | 1.81% | 10.17% |
LBSAX Columbia Dividend Income Fund Class A | 4.99% | 5.11% | 5.78% | 4.72% | 3.62% | 2.65% | 1.52% | 2.68% | 7.36% | 3.83% | 3.60% | 8.01% |
Drawdowns
GEGTX vs. LBSAX - Drawdown Comparison
The maximum GEGTX drawdown since its inception was -53.08%, which is greater than LBSAX's maximum drawdown of -47.89%. Use the drawdown chart below to compare losses from any high point for GEGTX and LBSAX.
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Drawdown Indicators
| GEGTX | LBSAX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -53.08% | -47.89% | -5.19% |
Max Drawdown (1Y)Largest decline over 1 year | -15.25% | -10.19% | -5.06% |
Max Drawdown (5Y)Largest decline over 5 years | -35.64% | -17.16% | -18.48% |
Max Drawdown (10Y)Largest decline over 10 years | -35.64% | -32.82% | -2.82% |
Current DrawdownCurrent decline from peak | -12.05% | -3.98% | -8.07% |
Average DrawdownAverage peak-to-trough decline | -9.96% | -5.29% | -4.67% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 4.27% | 2.20% | +2.07% |
Volatility
GEGTX vs. LBSAX - Volatility Comparison
Columbia Large Cap Growth Fund (GEGTX) has a higher volatility of 6.79% compared to Columbia Dividend Income Fund Class A (LBSAX) at 3.47%. This indicates that GEGTX'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
| GEGTX | LBSAX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 6.79% | 3.47% | +3.32% |
Volatility (6M)Calculated over the trailing 6-month period | 12.21% | 7.01% | +5.20% |
Volatility (1Y)Calculated over the trailing 1-year period | 22.21% | 13.68% | +8.53% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 21.66% | 13.30% | +8.36% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 21.23% | 15.69% | +5.54% |