LBSAX vs. ACIIX
Compare and contrast key facts about Columbia Dividend Income Fund Class A (LBSAX) and American Century Equity Income Fund Class I (ACIIX).
LBSAX is managed by Columbia. It was launched on Nov 25, 2002. ACIIX is managed by American Century. It was launched on Jul 8, 1998.
Performance
LBSAX vs. ACIIX - Performance Comparison
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LBSAX vs. ACIIX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
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% |
ACIIX American Century Equity Income Fund Class I | 2.73% | 12.05% | 10.58% | 4.25% | -2.96% | 17.16% | 1.19% | 24.50% | -3.53% | 13.69% |
Returns By Period
In the year-to-date period, LBSAX achieves a 1.55% return, which is significantly lower than ACIIX's 2.73% return. Over the past 10 years, LBSAX has outperformed ACIIX with an annualized return of 11.69%, while ACIIX has yielded a comparatively lower 8.89% annualized return.
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%
ACIIX
- 1D
- 0.00%
- 1M
- -5.73%
- YTD
- 2.73%
- 6M
- 4.62%
- 1Y
- 9.92%
- 3Y*
- 9.70%
- 5Y*
- 7.47%
- 10Y*
- 8.89%
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LBSAX vs. ACIIX - Expense Ratio Comparison
LBSAX has a 0.90% expense ratio, which is higher than ACIIX's 0.72% expense ratio.
Return for Risk
LBSAX vs. ACIIX — Risk / Return Rank
LBSAX
ACIIX
LBSAX vs. ACIIX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Columbia Dividend Income Fund Class A (LBSAX) and American Century Equity Income Fund Class I (ACIIX). 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.
| LBSAX | ACIIX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 1.17 | 0.93 | +0.24 |
Sortino ratioReturn per unit of downside risk | 1.66 | 1.35 | +0.32 |
Omega ratioGain probability vs. loss probability | 1.26 | 1.19 | +0.07 |
Calmar ratioReturn relative to maximum drawdown | 1.43 | 1.11 | +0.32 |
Martin ratioReturn relative to average drawdown | 6.65 | 4.37 | +2.28 |
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
| LBSAX | ACIIX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.17 | 0.93 | +0.24 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.78 | 0.70 | +0.08 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.75 | 0.67 | +0.08 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.62 | 0.53 | +0.09 |
Correlation
The correlation between LBSAX and ACIIX 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
LBSAX vs. ACIIX - Dividend Comparison
LBSAX's dividend yield for the trailing twelve months is around 5.07%, less than ACIIX's 10.28% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
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% |
ACIIX American Century Equity Income Fund Class I | 10.28% | 10.55% | 11.71% | 8.21% | 8.96% | 7.02% | 2.18% | 7.57% | 9.05% | 12.14% | 8.08% | 10.72% |
Drawdowns
LBSAX vs. ACIIX - Drawdown Comparison
The maximum LBSAX drawdown since its inception was -47.89%, which is greater than ACIIX's maximum drawdown of -39.16%. Use the drawdown chart below to compare losses from any high point for LBSAX and ACIIX.
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Drawdown Indicators
| LBSAX | ACIIX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -47.89% | -39.16% | -8.73% |
Max Drawdown (1Y)Largest decline over 1 year | -10.19% | -8.96% | -1.23% |
Max Drawdown (5Y)Largest decline over 5 years | -17.16% | -13.49% | -3.67% |
Max Drawdown (10Y)Largest decline over 10 years | -32.82% | -32.76% | -0.06% |
Current DrawdownCurrent decline from peak | -5.50% | -5.73% | +0.23% |
Average DrawdownAverage peak-to-trough decline | -5.29% | -5.26% | -0.03% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 2.19% | 2.30% | -0.11% |
Volatility
LBSAX vs. ACIIX - Volatility Comparison
Columbia Dividend Income Fund Class A (LBSAX) has a higher volatility of 2.92% compared to American Century Equity Income Fund Class I (ACIIX) at 2.76%. This indicates that LBSAX's price experiences larger fluctuations and is considered to be riskier than ACIIX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| LBSAX | ACIIX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 2.92% | 2.76% | +0.16% |
Volatility (6M)Calculated over the trailing 6-month period | 6.83% | 6.05% | +0.78% |
Volatility (1Y)Calculated over the trailing 1-year period | 13.62% | 11.61% | +2.01% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 13.28% | 10.74% | +2.54% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 15.68% | 13.37% | +2.31% |