INDZX vs. LBSAX
Compare and contrast key facts about Columbia Large Cap Value Fund (INDZX) and Columbia Dividend Income Fund Class A (LBSAX).
INDZX is managed by Columbia. It was launched on Oct 15, 1990. LBSAX is managed by Columbia. It was launched on Nov 25, 2002.
Performance
INDZX vs. LBSAX - Performance Comparison
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INDZX vs. LBSAX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
INDZX Columbia Large Cap Value Fund | -0.36% | 19.67% | 15.42% | 9.64% | -5.26% | 23.70% | 13.01% | 29.81% | -11.20% | 16.20% |
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
In the year-to-date period, INDZX achieves a -0.36% return, which is significantly lower than LBSAX's 1.55% return. Both investments have delivered pretty close results over the past 10 years, with INDZX having a 11.82% annualized return and LBSAX not far behind at 11.69%.
INDZX
- 1D
- -0.28%
- 1M
- -7.14%
- YTD
- -0.36%
- 6M
- 4.00%
- 1Y
- 17.99%
- 3Y*
- 14.89%
- 5Y*
- 9.77%
- 10Y*
- 11.82%
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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INDZX vs. LBSAX - Expense Ratio Comparison
INDZX has a 0.97% expense ratio, which is higher than LBSAX's 0.90% expense ratio.
Return for Risk
INDZX vs. LBSAX — Risk / Return Rank
INDZX
LBSAX
INDZX vs. LBSAX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Columbia Large Cap Value Fund (INDZX) 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.
| INDZX | LBSAX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 1.19 | 1.17 | +0.02 |
Sortino ratioReturn per unit of downside risk | 1.68 | 1.66 | +0.02 |
Omega ratioGain probability vs. loss probability | 1.26 | 1.26 | 0.00 |
Calmar ratioReturn relative to maximum drawdown | 1.43 | 1.43 | 0.00 |
Martin ratioReturn relative to average drawdown | 6.71 | 6.65 | +0.06 |
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
| INDZX | 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 | 0.67 | 0.78 | -0.11 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.67 | 0.75 | -0.08 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.61 | 0.62 | -0.01 |
Correlation
The correlation between INDZX and LBSAX is 0.95, 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
INDZX vs. LBSAX - Dividend Comparison
INDZX's dividend yield for the trailing twelve months is around 7.34%, more than LBSAX's 5.07% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
INDZX Columbia Large Cap Value Fund | 7.34% | 7.40% | 9.31% | 5.79% | 9.05% | 6.47% | 8.08% | 5.65% | 12.21% | 6.39% | 2.66% | 13.70% |
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
INDZX vs. LBSAX - Drawdown Comparison
The maximum INDZX drawdown since its inception was -59.02%, which is greater than LBSAX's maximum drawdown of -47.89%. Use the drawdown chart below to compare losses from any high point for INDZX and LBSAX.
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Drawdown Indicators
| INDZX | LBSAX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -59.02% | -47.89% | -11.13% |
Max Drawdown (1Y)Largest decline over 1 year | -12.10% | -10.19% | -1.91% |
Max Drawdown (5Y)Largest decline over 5 years | -18.21% | -17.16% | -1.05% |
Max Drawdown (10Y)Largest decline over 10 years | -38.51% | -32.82% | -5.69% |
Current DrawdownCurrent decline from peak | -7.14% | -5.50% | -1.64% |
Average DrawdownAverage peak-to-trough decline | -7.07% | -5.29% | -1.78% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 2.57% | 2.19% | +0.38% |
Volatility
INDZX vs. LBSAX - Volatility Comparison
Columbia Large Cap Value Fund (INDZX) has a higher volatility of 3.53% compared to Columbia Dividend Income Fund Class A (LBSAX) at 2.92%. This indicates that INDZX'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
| INDZX | LBSAX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 3.53% | 2.92% | +0.61% |
Volatility (6M)Calculated over the trailing 6-month period | 8.19% | 6.83% | +1.36% |
Volatility (1Y)Calculated over the trailing 1-year period | 16.03% | 13.62% | +2.41% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 14.68% | 13.28% | +1.40% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 17.74% | 15.68% | +2.06% |