HLIEX vs. LBSAX
Compare and contrast key facts about JPMorgan Equity Income Fund (HLIEX) and Columbia Dividend Income Fund Class A (LBSAX).
HLIEX is managed by JPMorgan. It was launched on Jul 2, 1987. LBSAX is managed by Columbia. It was launched on Nov 25, 2002.
Performance
HLIEX vs. LBSAX - Performance Comparison
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HLIEX vs. LBSAX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
HLIEX JPMorgan Equity Income Fund | 1.62% | 14.67% | 19.67% | 4.79% | -1.88% | 25.10% | 3.61% | 26.30% | -4.45% | 17.55% |
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, HLIEX achieves a 1.62% return, which is significantly lower than LBSAX's 3.18% return. Both investments have delivered pretty close results over the past 10 years, with HLIEX having a 11.39% annualized return and LBSAX not far ahead at 11.87%.
HLIEX
- 1D
- 1.91%
- 1M
- -4.61%
- YTD
- 1.62%
- 6M
- 4.26%
- 1Y
- 13.54%
- 3Y*
- 14.35%
- 5Y*
- 10.23%
- 10Y*
- 11.39%
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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HLIEX vs. LBSAX - Expense Ratio Comparison
HLIEX has a 0.70% expense ratio, which is lower than LBSAX's 0.90% expense ratio.
Return for Risk
HLIEX vs. LBSAX — Risk / Return Rank
HLIEX
LBSAX
HLIEX vs. LBSAX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for JPMorgan Equity Income Fund (HLIEX) 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.
| HLIEX | LBSAX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.88 | 1.20 | -0.32 |
Sortino ratioReturn per unit of downside risk | 1.29 | 1.71 | -0.42 |
Omega ratioGain probability vs. loss probability | 1.20 | 1.26 | -0.07 |
Calmar ratioReturn relative to maximum drawdown | 1.31 | 1.74 | -0.43 |
Martin ratioReturn relative to average drawdown | 5.58 | 8.03 | -2.45 |
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
| HLIEX | LBSAX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.88 | 1.20 | -0.32 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.72 | 0.79 | -0.07 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.68 | 0.76 | -0.08 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.55 | 0.62 | -0.07 |
Correlation
The correlation between HLIEX and LBSAX is 0.97, 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
HLIEX vs. LBSAX - Dividend Comparison
HLIEX's dividend yield for the trailing twelve months is around 10.68%, more than LBSAX's 4.99% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
HLIEX JPMorgan Equity Income Fund | 10.68% | 10.81% | 14.41% | 2.77% | 3.67% | 3.33% | 1.82% | 2.78% | 5.12% | 2.47% | 2.45% | 2.73% |
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
HLIEX vs. LBSAX - Drawdown Comparison
The maximum HLIEX drawdown since its inception was -50.33%, which is greater than LBSAX's maximum drawdown of -47.89%. Use the drawdown chart below to compare losses from any high point for HLIEX and LBSAX.
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Drawdown Indicators
| HLIEX | LBSAX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -50.33% | -47.89% | -2.44% |
Max Drawdown (1Y)Largest decline over 1 year | -11.34% | -10.19% | -1.15% |
Max Drawdown (5Y)Largest decline over 5 years | -14.85% | -17.16% | +2.31% |
Max Drawdown (10Y)Largest decline over 10 years | -36.89% | -32.82% | -4.07% |
Current DrawdownCurrent decline from peak | -5.30% | -3.98% | -1.32% |
Average DrawdownAverage peak-to-trough decline | -6.39% | -5.29% | -1.10% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 2.65% | 2.20% | +0.45% |
Volatility
HLIEX vs. LBSAX - Volatility Comparison
JPMorgan Equity Income Fund (HLIEX) has a higher volatility of 4.07% compared to Columbia Dividend Income Fund Class A (LBSAX) at 3.47%. This indicates that HLIEX'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
| HLIEX | LBSAX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 4.07% | 3.47% | +0.60% |
Volatility (6M)Calculated over the trailing 6-month period | 7.89% | 7.01% | +0.88% |
Volatility (1Y)Calculated over the trailing 1-year period | 15.28% | 13.68% | +1.60% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 14.30% | 13.30% | +1.00% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 16.79% | 15.69% | +1.10% |