ILGCX vs. CBALX
Compare and contrast key facts about Columbia Integrated Large Cap Growth Fund Class A (ILGCX) and Columbia Balanced Fund (CBALX).
ILGCX is an actively managed fund by Columbia. It was launched on May 27, 2014. CBALX is managed by Columbia. It was launched on Sep 30, 1991.
Performance
ILGCX vs. CBALX - Performance Comparison
Loading graphics...
ILGCX vs. CBALX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | |
|---|---|---|---|---|---|
ILGCX Columbia Integrated Large Cap Growth Fund Class A | -8.30% | 14.93% | 31.88% | 41.54% | -20.15% |
CBALX Columbia Balanced Fund | -5.35% | 14.14% | 14.60% | 21.49% | -15.05% |
Returns By Period
In the year-to-date period, ILGCX achieves a -8.30% return, which is significantly lower than CBALX's -5.35% return.
ILGCX
- 1D
- 0.00%
- 1M
- -2.85%
- YTD
- -8.30%
- 6M
- -6.63%
- 1Y
- 17.46%
- 3Y*
- 22.32%
- 5Y*
- —
- 10Y*
- —
CBALX
- 1D
- 0.08%
- 1M
- -5.51%
- YTD
- -5.35%
- 6M
- -3.42%
- 1Y
- 9.86%
- 3Y*
- 12.18%
- 5Y*
- 6.79%
- 10Y*
- 8.95%
Compare stocks, funds, or ETFs
Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.
ILGCX vs. CBALX - Expense Ratio Comparison
ILGCX has a 0.79% expense ratio, which is higher than CBALX's 0.67% expense ratio.
Return for Risk
ILGCX vs. CBALX — Risk / Return Rank
ILGCX
CBALX
ILGCX vs. CBALX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Columbia Integrated Large Cap Growth Fund Class A (ILGCX) and Columbia Balanced Fund (CBALX). 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.
| ILGCX | CBALX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.65 | 0.88 | -0.24 |
Sortino ratioReturn per unit of downside risk | 1.08 | 1.31 | -0.23 |
Omega ratioGain probability vs. loss probability | 1.15 | 1.19 | -0.04 |
Calmar ratioReturn relative to maximum drawdown | 0.94 | 1.13 | -0.19 |
Martin ratioReturn relative to average drawdown | 3.37 | 4.82 | -1.44 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
Loading graphics...
Sharpe Ratios by Period
| ILGCX | CBALX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.65 | 0.88 | -0.24 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | — | 0.62 | — |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | — | 0.79 | — |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.54 | 0.68 | -0.13 |
Correlation
The correlation between ILGCX and CBALX is 0.92, 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
ILGCX vs. CBALX - Dividend Comparison
ILGCX's dividend yield for the trailing twelve months is around 151.73%, more than CBALX's 6.86% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
ILGCX Columbia Integrated Large Cap Growth Fund Class A | 151.73% | 38.35% | 13.20% | 0.02% | 33.99% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
CBALX Columbia Balanced Fund | 6.86% | 6.42% | 7.83% | 1.84% | 5.36% | 9.26% | 5.31% | 4.16% | 5.82% | 2.79% | 1.60% | 4.05% |
Drawdowns
ILGCX vs. CBALX - Drawdown Comparison
The maximum ILGCX drawdown since its inception was -25.89%, smaller than the maximum CBALX drawdown of -34.53%. Use the drawdown chart below to compare losses from any high point for ILGCX and CBALX.
Loading graphics...
Drawdown Indicators
| ILGCX | CBALX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -25.89% | -34.53% | +8.64% |
Max Drawdown (1Y)Largest decline over 1 year | -12.13% | -7.87% | -4.26% |
Max Drawdown (5Y)Largest decline over 5 years | — | -20.91% | — |
Max Drawdown (10Y)Largest decline over 10 years | — | -22.73% | — |
Current DrawdownCurrent decline from peak | -10.69% | -6.56% | -4.13% |
Average DrawdownAverage peak-to-trough decline | -6.94% | -5.34% | -1.60% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 4.32% | 1.84% | +2.48% |
Volatility
ILGCX vs. CBALX - Volatility Comparison
Columbia Integrated Large Cap Growth Fund Class A (ILGCX) has a higher volatility of 4.06% compared to Columbia Balanced Fund (CBALX) at 3.14%. This indicates that ILGCX's price experiences larger fluctuations and is considered to be riskier than CBALX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
Loading graphics...
Volatility by Period
| ILGCX | CBALX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 4.06% | 3.14% | +0.92% |
Volatility (6M)Calculated over the trailing 6-month period | 11.36% | 6.15% | +5.21% |
Volatility (1Y)Calculated over the trailing 1-year period | 22.12% | 11.45% | +10.67% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 21.58% | 11.05% | +10.53% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 21.58% | 11.30% | +10.28% |