GSFTX vs. LBSAX
Compare and contrast key facts about Columbia Dividend Income Fund (GSFTX) and Columbia Dividend Income Fund Class A (LBSAX).
GSFTX is managed by Columbia. It was launched on Mar 4, 1998. LBSAX is managed by Columbia. It was launched on Nov 25, 2002.
Performance
GSFTX vs. LBSAX - Performance Comparison
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GSFTX vs. LBSAX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
GSFTX Columbia Dividend Income Fund | 1.58% | 15.88% | 15.00% | 10.57% | -4.94% | 26.26% | 7.75% | 28.12% | -4.38% | 20.16% |
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
The year-to-date returns for both stocks are quite close, with GSFTX having a 1.58% return and LBSAX slightly lower at 1.55%. Both investments have delivered pretty close results over the past 10 years, with GSFTX having a 11.96% annualized return and LBSAX not far behind at 11.69%.
GSFTX
- 1D
- 0.00%
- 1M
- -5.48%
- YTD
- 1.58%
- 6M
- 4.13%
- 1Y
- 14.74%
- 3Y*
- 14.46%
- 5Y*
- 10.53%
- 10Y*
- 11.96%
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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GSFTX vs. LBSAX - Expense Ratio Comparison
GSFTX has a 0.66% expense ratio, which is lower than LBSAX's 0.90% expense ratio.
Return for Risk
GSFTX vs. LBSAX — Risk / Return Rank
GSFTX
LBSAX
GSFTX vs. LBSAX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Columbia Dividend Income Fund (GSFTX) 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.
| GSFTX | LBSAX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 1.19 | 1.17 | +0.02 |
Sortino ratioReturn per unit of downside risk | 1.69 | 1.66 | +0.03 |
Omega ratioGain probability vs. loss probability | 1.26 | 1.26 | 0.00 |
Calmar ratioReturn relative to maximum drawdown | 1.46 | 1.43 | +0.03 |
Martin ratioReturn relative to average drawdown | 6.80 | 6.65 | +0.15 |
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
| GSFTX | LBSAX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.19 | 1.17 | +0.02 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.80 | 0.78 | +0.02 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.77 | 0.75 | +0.02 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.53 | 0.62 | -0.08 |
Correlation
The correlation between GSFTX and LBSAX is 1.00, 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
GSFTX vs. LBSAX - Dividend Comparison
GSFTX's dividend yield for the trailing twelve months is around 5.31%, more than LBSAX's 5.07% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
GSFTX Columbia Dividend Income Fund | 5.31% | 5.35% | 6.02% | 4.96% | 3.87% | 2.87% | 1.74% | 2.90% | 7.63% | 4.00% | 3.77% | 8.27% |
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
GSFTX vs. LBSAX - Drawdown Comparison
The maximum GSFTX drawdown since its inception was -47.69%, roughly equal to the maximum LBSAX drawdown of -47.89%. Use the drawdown chart below to compare losses from any high point for GSFTX and LBSAX.
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Drawdown Indicators
| GSFTX | LBSAX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -47.69% | -47.89% | +0.20% |
Max Drawdown (1Y)Largest decline over 1 year | -10.18% | -10.19% | +0.01% |
Max Drawdown (5Y)Largest decline over 5 years | -17.01% | -17.16% | +0.15% |
Max Drawdown (10Y)Largest decline over 10 years | -32.76% | -32.82% | +0.06% |
Current DrawdownCurrent decline from peak | -5.48% | -5.50% | +0.02% |
Average DrawdownAverage peak-to-trough decline | -6.40% | -5.29% | -1.11% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 2.18% | 2.19% | -0.01% |
Volatility
GSFTX vs. LBSAX - Volatility Comparison
Columbia Dividend Income Fund (GSFTX) and Columbia Dividend Income Fund Class A (LBSAX) have volatilities of 2.90% and 2.92%, respectively, indicating that both stocks experience similar levels of price fluctuations. This suggests that the risk associated with both stocks, as measured by volatility, is nearly the same. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| GSFTX | LBSAX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 2.90% | 2.92% | -0.02% |
Volatility (6M)Calculated over the trailing 6-month period | 6.81% | 6.83% | -0.02% |
Volatility (1Y)Calculated over the trailing 1-year period | 13.61% | 13.62% | -0.01% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 13.28% | 13.28% | 0.00% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 15.68% | 15.68% | 0.00% |