IEVAX vs. LBSAX
Compare and contrast key facts about Columbia Global Value Fund (IEVAX) and Columbia Dividend Income Fund Class A (LBSAX).
IEVAX is managed by Columbia. It was launched on Mar 19, 1995. LBSAX is managed by Columbia. It was launched on Nov 25, 2002.
Performance
IEVAX vs. LBSAX - Performance Comparison
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IEVAX vs. LBSAX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
IEVAX Columbia Global Value Fund | -0.80% | 21.42% | 11.78% | 12.00% | -8.52% | 20.31% | 3.77% | 24.55% | -12.22% | 21.93% |
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, IEVAX achieves a -0.80% return, which is significantly lower than LBSAX's 3.18% return. Over the past 10 years, IEVAX has underperformed LBSAX with an annualized return of 9.58%, while LBSAX has yielded a comparatively higher 11.87% annualized return.
IEVAX
- 1D
- 2.72%
- 1M
- -5.58%
- YTD
- -0.80%
- 6M
- 3.01%
- 1Y
- 18.16%
- 3Y*
- 13.74%
- 5Y*
- 8.48%
- 10Y*
- 9.58%
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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IEVAX vs. LBSAX - Expense Ratio Comparison
IEVAX has a 1.13% expense ratio, which is higher than LBSAX's 0.90% expense ratio.
Return for Risk
IEVAX vs. LBSAX — Risk / Return Rank
IEVAX
LBSAX
IEVAX vs. LBSAX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Columbia Global Value Fund (IEVAX) 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.
| IEVAX | LBSAX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 1.22 | 1.20 | +0.02 |
Sortino ratioReturn per unit of downside risk | 1.71 | 1.71 | 0.00 |
Omega ratioGain probability vs. loss probability | 1.26 | 1.26 | 0.00 |
Calmar ratioReturn relative to maximum drawdown | 1.52 | 1.74 | -0.21 |
Martin ratioReturn relative to average drawdown | 7.26 | 8.03 | -0.77 |
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
| IEVAX | LBSAX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.22 | 1.20 | +0.02 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.61 | 0.79 | -0.18 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.58 | 0.76 | -0.18 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.44 | 0.62 | -0.18 |
Correlation
The correlation between IEVAX and LBSAX is 0.93, 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
IEVAX vs. LBSAX - Dividend Comparison
IEVAX's dividend yield for the trailing twelve months is around 10.80%, more than LBSAX's 4.99% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
IEVAX Columbia Global Value Fund | 10.80% | 10.06% | 10.32% | 6.26% | 7.61% | 11.24% | 8.76% | 9.16% | 6.75% | 1.66% | 2.28% | 4.68% |
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
IEVAX vs. LBSAX - Drawdown Comparison
The maximum IEVAX drawdown since its inception was -56.85%, which is greater than LBSAX's maximum drawdown of -47.89%. Use the drawdown chart below to compare losses from any high point for IEVAX and LBSAX.
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Drawdown Indicators
| IEVAX | LBSAX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -56.85% | -47.89% | -8.96% |
Max Drawdown (1Y)Largest decline over 1 year | -12.17% | -10.19% | -1.98% |
Max Drawdown (5Y)Largest decline over 5 years | -20.58% | -17.16% | -3.42% |
Max Drawdown (10Y)Largest decline over 10 years | -37.88% | -32.82% | -5.06% |
Current DrawdownCurrent decline from peak | -6.32% | -3.98% | -2.34% |
Average DrawdownAverage peak-to-trough decline | -8.50% | -5.29% | -3.21% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 2.55% | 2.20% | +0.35% |
Volatility
IEVAX vs. LBSAX - Volatility Comparison
Columbia Global Value Fund (IEVAX) has a higher volatility of 5.27% compared to Columbia Dividend Income Fund Class A (LBSAX) at 3.47%. This indicates that IEVAX'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
| IEVAX | LBSAX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 5.27% | 3.47% | +1.80% |
Volatility (6M)Calculated over the trailing 6-month period | 8.11% | 7.01% | +1.10% |
Volatility (1Y)Calculated over the trailing 1-year period | 14.91% | 13.68% | +1.23% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 14.06% | 13.30% | +0.76% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 16.59% | 15.69% | +0.90% |