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 Threadneedle. It was launched on Aug 1, 1988. LBSAX is managed by Columbia Threadneedle. It was launched on Nov 25, 2002.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: INUTX or LBSAX.
Key characteristics
| INUTX | LBSAX | |
|---|---|---|
| YTD Return | 18.48% | 17.78% |
| 1Y Return | 27.56% | 24.65% |
| 3Y Return (Ann) | 7.81% | 8.02% |
| 5Y Return (Ann) | 9.92% | 11.49% |
| 10Y Return (Ann) | 8.56% | 10.90% |
| Sharpe Ratio | 2.73 | 2.68 |
| Sortino Ratio | 3.84 | 3.77 |
| Omega Ratio | 1.49 | 1.49 |
| Calmar Ratio | 3.55 | 5.29 |
| Martin Ratio | 17.32 | 17.30 |
| Ulcer Index | 1.62% | 1.45% |
| Daily Std Dev | 10.30% | 9.34% |
| Max Drawdown | -55.57% | -47.89% |
| Current Drawdown | -1.04% | -0.95% |
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.
Performance
INUTX vs. LBSAX - Performance Comparison
The year-to-date returns for both stocks are quite close, with INUTX having a 18.48% return and LBSAX slightly lower at 17.78%. Over the past 10 years, INUTX has underperformed LBSAX with an annualized return of 8.56%, while LBSAX has yielded a comparatively higher 10.90% annualized return. The chart below displays the growth of a $10,000 investment in both assets, with all prices adjusted for splits and dividends.
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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.
Risk-Adjusted Performance
INUTX vs. LBSAX - Risk-Adjusted Performance 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.
Dividends
INUTX vs. LBSAX - Dividend Comparison
INUTX's dividend yield for the trailing twelve months is around 2.50%, more than LBSAX's 1.49% yield.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
INUTX Columbia Dividend Opportunity Fund | 2.50% | 2.91% | 2.97% | 2.67% | 3.40% | 3.11% | 3.78% | 3.85% | 3.84% | 3.65% | 3.05% | 2.20% |
LBSAX Columbia Dividend Income Fund Class A | 1.49% | 1.71% | 1.67% | 1.23% | 1.52% | 1.60% | 1.93% | 1.56% | 1.71% | 2.65% | 2.01% | 1.71% |
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. For additional features, visit the drawdowns tool.
Volatility
INUTX vs. LBSAX - Volatility Comparison
Columbia Dividend Opportunity Fund (INUTX) and Columbia Dividend Income Fund Class A (LBSAX) have volatilities of 3.04% and 3.10%, respectively, indicating that both stocks experience similar levels of price fluctuations. This suggests that the risk associated with both stocks, as measured by volatility, is nearly the same. The chart below showcases a comparison of their rolling one-month volatility.