IGLGX vs. LBSAX
Compare and contrast key facts about Columbia Select Global Equity Fund (IGLGX) and Columbia Dividend Income Fund Class A (LBSAX).
IGLGX is managed by Columbia. It was launched on May 28, 1990. LBSAX is managed by Columbia. It was launched on Nov 25, 2002.
Performance
IGLGX vs. LBSAX - Performance Comparison
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IGLGX vs. LBSAX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
IGLGX Columbia Select Global Equity Fund | -2.71% | 17.39% | 17.49% | 24.47% | -28.14% | 23.11% | 26.62% | 34.96% | -1.70% | 32.23% |
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, IGLGX achieves a -2.71% return, which is significantly lower than LBSAX's 3.18% return. Both investments have delivered pretty close results over the past 10 years, with IGLGX having a 12.41% annualized return and LBSAX not far behind at 11.87%.
IGLGX
- 1D
- 3.69%
- 1M
- -7.18%
- YTD
- -2.71%
- 6M
- -0.85%
- 1Y
- 16.73%
- 3Y*
- 15.29%
- 5Y*
- 7.26%
- 10Y*
- 12.41%
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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IGLGX vs. LBSAX - Expense Ratio Comparison
IGLGX has a 1.25% expense ratio, which is higher than LBSAX's 0.90% expense ratio.
Return for Risk
IGLGX vs. LBSAX — Risk / Return Rank
IGLGX
LBSAX
IGLGX vs. LBSAX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Columbia Select Global Equity Fund (IGLGX) 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.
| IGLGX | LBSAX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.87 | 1.20 | -0.33 |
Sortino ratioReturn per unit of downside risk | 1.32 | 1.71 | -0.38 |
Omega ratioGain probability vs. loss probability | 1.19 | 1.26 | -0.08 |
Calmar ratioReturn relative to maximum drawdown | 1.32 | 1.74 | -0.42 |
Martin ratioReturn relative to average drawdown | 5.32 | 8.03 | -2.72 |
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
| IGLGX | LBSAX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.87 | 1.20 | -0.33 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.39 | 0.79 | -0.39 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.67 | 0.76 | -0.09 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.40 | 0.62 | -0.22 |
Correlation
The correlation between IGLGX and LBSAX is 0.83, 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
IGLGX vs. LBSAX - Dividend Comparison
IGLGX's dividend yield for the trailing twelve months is around 9.52%, more than LBSAX's 4.99% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
IGLGX Columbia Select Global Equity Fund | 9.52% | 9.26% | 6.61% | 4.42% | 0.00% | 9.10% | 8.52% | 2.98% | 11.20% | 0.42% | 0.00% | 0.01% |
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
IGLGX vs. LBSAX - Drawdown Comparison
The maximum IGLGX drawdown since its inception was -60.11%, which is greater than LBSAX's maximum drawdown of -47.89%. Use the drawdown chart below to compare losses from any high point for IGLGX and LBSAX.
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Drawdown Indicators
| IGLGX | LBSAX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -60.11% | -47.89% | -12.22% |
Max Drawdown (1Y)Largest decline over 1 year | -12.75% | -10.19% | -2.56% |
Max Drawdown (5Y)Largest decline over 5 years | -35.73% | -17.16% | -18.57% |
Max Drawdown (10Y)Largest decline over 10 years | -35.73% | -32.82% | -2.91% |
Current DrawdownCurrent decline from peak | -9.52% | -3.98% | -5.54% |
Average DrawdownAverage peak-to-trough decline | -14.69% | -5.29% | -9.40% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 3.17% | 2.20% | +0.97% |
Volatility
IGLGX vs. LBSAX - Volatility Comparison
Columbia Select Global Equity Fund (IGLGX) has a higher volatility of 8.28% compared to Columbia Dividend Income Fund Class A (LBSAX) at 3.47%. This indicates that IGLGX'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
| IGLGX | LBSAX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 8.28% | 3.47% | +4.81% |
Volatility (6M)Calculated over the trailing 6-month period | 13.29% | 7.01% | +6.28% |
Volatility (1Y)Calculated over the trailing 1-year period | 19.76% | 13.68% | +6.08% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 18.51% | 13.30% | +5.21% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 18.51% | 15.69% | +2.82% |