INUTX vs. LBSAX
Compare and contrast key facts about Columbia Dividend Opportunity Fund (INUTX) and Columbia Dividend Income Fund Class A (LBSAX).
INUTX is managed by Columbia. It was launched on Aug 1, 1988. LBSAX is managed by Columbia. It was launched on Nov 25, 2002.
Performance
INUTX vs. LBSAX - Performance Comparison
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INUTX vs. LBSAX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
INUTX Columbia Dividend Opportunity Fund | 5.17% | 15.64% | 14.41% | 4.88% | -1.68% | 26.09% | 0.76% | 23.31% | -5.32% | 12.93% |
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, INUTX achieves a 5.17% return, which is significantly higher than LBSAX's 3.18% return. Over the past 10 years, INUTX has underperformed LBSAX with an annualized return of 10.05%, while LBSAX has yielded a comparatively higher 11.87% annualized return.
INUTX
- 1D
- 1.55%
- 1M
- -3.74%
- YTD
- 5.17%
- 6M
- 7.86%
- 1Y
- 18.13%
- 3Y*
- 14.05%
- 5Y*
- 10.13%
- 10Y*
- 10.05%
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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INUTX vs. LBSAX - Expense Ratio Comparison
INUTX has a 1.06% expense ratio, which is higher than LBSAX's 0.90% expense ratio.
Return for Risk
INUTX vs. LBSAX — Risk / Return Rank
INUTX
LBSAX
INUTX vs. LBSAX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Columbia Dividend Opportunity Fund (INUTX) 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.
| INUTX | LBSAX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 1.22 | 1.20 | +0.02 |
Sortino ratioReturn per unit of downside risk | 1.70 | 1.71 | -0.01 |
Omega ratioGain probability vs. loss probability | 1.26 | 1.26 | -0.01 |
Calmar ratioReturn relative to maximum drawdown | 1.62 | 1.74 | -0.11 |
Martin ratioReturn relative to average drawdown | 6.79 | 8.03 | -1.25 |
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
| INUTX | 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 | 0.75 | 0.79 | -0.04 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.64 | 0.76 | -0.12 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.60 | 0.62 | -0.02 |
Correlation
The correlation between INUTX and LBSAX is 0.94, 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
INUTX vs. LBSAX - Dividend Comparison
INUTX's dividend yield for the trailing twelve months is around 7.71%, more than LBSAX's 4.99% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
INUTX Columbia Dividend Opportunity Fund | 7.71% | 8.05% | 7.27% | 3.76% | 7.82% | 12.77% | 4.22% | 12.47% | 12.99% | 10.68% | 3.84% | 5.80% |
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
INUTX vs. LBSAX - Drawdown Comparison
The maximum INUTX drawdown since its inception was -55.57%, which is greater than LBSAX's maximum drawdown of -47.89%. Use the drawdown chart below to compare losses from any high point for INUTX and LBSAX.
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Drawdown Indicators
| INUTX | LBSAX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -55.57% | -47.89% | -7.68% |
Max Drawdown (1Y)Largest decline over 1 year | -11.66% | -10.19% | -1.47% |
Max Drawdown (5Y)Largest decline over 5 years | -16.15% | -17.16% | +1.01% |
Max Drawdown (10Y)Largest decline over 10 years | -34.77% | -32.82% | -1.95% |
Current DrawdownCurrent decline from peak | -5.09% | -3.98% | -1.11% |
Average DrawdownAverage peak-to-trough decline | -7.69% | -5.29% | -2.40% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 2.79% | 2.20% | +0.59% |
Volatility
INUTX vs. LBSAX - Volatility Comparison
Columbia Dividend Opportunity Fund (INUTX) has a higher volatility of 3.71% compared to Columbia Dividend Income Fund Class A (LBSAX) at 3.47%. This indicates that INUTX'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
| INUTX | LBSAX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 3.71% | 3.47% | +0.24% |
Volatility (6M)Calculated over the trailing 6-month period | 7.90% | 7.01% | +0.89% |
Volatility (1Y)Calculated over the trailing 1-year period | 14.61% | 13.68% | +0.93% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 13.61% | 13.30% | +0.31% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 15.85% | 15.69% | +0.16% |