LBSAX vs. ACTIX
Compare and contrast key facts about Columbia Dividend Income Fund Class A (LBSAX) and Advisors Capital Tactical Fixed Income Fund (ACTIX).
LBSAX is managed by Columbia. It was launched on Nov 25, 2002. ACTIX is managed by American Century. It was launched on Feb 1, 2021.
Performance
LBSAX vs. ACTIX - Performance Comparison
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LBSAX vs. ACTIX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | |
|---|---|---|---|---|---|---|
LBSAX Columbia Dividend Income Fund Class A | 1.55% | 15.58% | 14.73% | 10.26% | -5.19% | 17.47% |
ACTIX Advisors Capital Tactical Fixed Income Fund | -1.36% | 6.08% | 3.07% | 5.97% | -9.94% | 0.75% |
Returns By Period
In the year-to-date period, LBSAX achieves a 1.55% return, which is significantly higher than ACTIX's -1.36% 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%
ACTIX
- 1D
- 0.43%
- 1M
- -2.39%
- YTD
- -1.36%
- 6M
- -0.92%
- 1Y
- 3.08%
- 3Y*
- 3.94%
- 5Y*
- 0.71%
- 10Y*
- —
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LBSAX vs. ACTIX - Expense Ratio Comparison
LBSAX has a 0.90% expense ratio, which is lower than ACTIX's 2.09% expense ratio.
Return for Risk
LBSAX vs. ACTIX — Risk / Return Rank
LBSAX
ACTIX
LBSAX vs. ACTIX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Columbia Dividend Income Fund Class A (LBSAX) and Advisors Capital Tactical Fixed Income Fund (ACTIX). 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 | ACTIX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 1.17 | 0.69 | +0.49 |
Sortino ratioReturn per unit of downside risk | 1.66 | 0.97 | +0.69 |
Omega ratioGain probability vs. loss probability | 1.26 | 1.14 | +0.12 |
Calmar ratioReturn relative to maximum drawdown | 1.43 | 1.11 | +0.32 |
Martin ratioReturn relative to average drawdown | 6.65 | 4.03 | +2.63 |
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 | ACTIX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.17 | 0.69 | +0.49 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.78 | 0.00 | +0.78 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.75 | — | — |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.62 | 0.00 | +0.62 |
Correlation
The correlation between LBSAX and ACTIX is 0.41, which is considered to be moderate. This suggests that the two assets have some degree of positive relationship in their price movements. Moderate correlation can be acceptable for portfolio diversification, offering a balance between risk and potential returns.
Dividends
LBSAX vs. ACTIX - Dividend Comparison
LBSAX's dividend yield for the trailing twelve months is around 5.07%, more than ACTIX's 3.13% 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% |
ACTIX Advisors Capital Tactical Fixed Income Fund | 3.13% | 3.09% | 3.18% | 2.44% | 1.10% | 0.45% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
Drawdowns
LBSAX vs. ACTIX - Drawdown Comparison
The maximum LBSAX drawdown since its inception was -47.89%, smaller than the maximum ACTIX drawdown of -96.41%. Use the drawdown chart below to compare losses from any high point for LBSAX and ACTIX.
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Drawdown Indicators
| LBSAX | ACTIX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -47.89% | -96.41% | +48.52% |
Max Drawdown (1Y)Largest decline over 1 year | -10.19% | -3.07% | -7.12% |
Max Drawdown (5Y)Largest decline over 5 years | -17.16% | -96.41% | +79.25% |
Max Drawdown (10Y)Largest decline over 10 years | -32.82% | — | — |
Current DrawdownCurrent decline from peak | -5.50% | -96.20% | +90.70% |
Average DrawdownAverage peak-to-trough decline | -5.29% | -27.55% | +22.26% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 2.19% | 0.85% | +1.34% |
Volatility
LBSAX vs. ACTIX - Volatility Comparison
Columbia Dividend Income Fund Class A (LBSAX) has a higher volatility of 2.92% compared to Advisors Capital Tactical Fixed Income Fund (ACTIX) at 1.82%. This indicates that LBSAX's price experiences larger fluctuations and is considered to be riskier than ACTIX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| LBSAX | ACTIX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 2.92% | 1.82% | +1.10% |
Volatility (6M)Calculated over the trailing 6-month period | 6.83% | 2.51% | +4.32% |
Volatility (1Y)Calculated over the trailing 1-year period | 13.62% | 4.68% | +8.94% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 13.28% | 1,202.55% | -1,189.27% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 15.68% | 1,201.12% | -1,185.44% |