LBSAX vs. BEGIX
Compare and contrast key facts about Columbia Dividend Income Fund Class A (LBSAX) and Sterling Capital Equity Income Fund (BEGIX).
LBSAX is managed by Columbia Threadneedle. It was launched on Nov 25, 2002. BEGIX is managed by Sterling Capital. It was launched on Jun 30, 2004.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: LBSAX or BEGIX.
Correlation
The correlation between LBSAX and BEGIX is 0.93, 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
LBSAX vs. BEGIX - Performance Comparison
Key characteristics
LBSAX:
1.25
BEGIX:
-0.50
LBSAX:
1.67
BEGIX:
-0.43
LBSAX:
1.24
BEGIX:
0.89
LBSAX:
1.44
BEGIX:
-0.43
LBSAX:
4.64
BEGIX:
-1.37
LBSAX:
2.87%
BEGIX:
8.32%
LBSAX:
10.65%
BEGIX:
22.81%
LBSAX:
-48.43%
BEGIX:
-43.85%
LBSAX:
-5.47%
BEGIX:
-22.72%
Returns By Period
In the year-to-date period, LBSAX achieves a 3.37% return, which is significantly lower than BEGIX's 4.12% return. Over the past 10 years, LBSAX has outperformed BEGIX with an annualized return of 7.90%, while BEGIX has yielded a comparatively lower 3.93% annualized return.
LBSAX
3.37%
2.93%
4.27%
12.62%
8.42%
7.90%
BEGIX
4.12%
3.86%
-16.11%
-12.10%
2.69%
3.93%
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LBSAX vs. BEGIX - Expense Ratio Comparison
LBSAX has a 0.90% expense ratio, which is higher than BEGIX's 0.79% expense ratio.
Risk-Adjusted Performance
LBSAX vs. BEGIX — Risk-Adjusted Performance Rank
LBSAX
BEGIX
LBSAX vs. BEGIX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Columbia Dividend Income Fund Class A (LBSAX) and Sterling Capital Equity Income Fund (BEGIX). 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
LBSAX vs. BEGIX - Dividend Comparison
LBSAX's dividend yield for the trailing twelve months is around 1.52%, less than BEGIX's 1.76% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
LBSAX Columbia Dividend Income Fund Class A | 1.52% | 1.57% | 1.71% | 1.67% | 1.23% | 1.52% | 1.60% | 1.93% | 1.56% | 1.71% | 2.65% | 2.01% |
BEGIX Sterling Capital Equity Income Fund | 1.76% | 1.83% | 1.64% | 1.64% | 1.33% | 1.73% | 2.07% | 1.92% | 2.01% | 1.95% | 2.24% | 2.06% |
Drawdowns
LBSAX vs. BEGIX - Drawdown Comparison
The maximum LBSAX drawdown since its inception was -48.43%, which is greater than BEGIX's maximum drawdown of -43.85%. Use the drawdown chart below to compare losses from any high point for LBSAX and BEGIX. For additional features, visit the drawdowns tool.
Volatility
LBSAX vs. BEGIX - Volatility Comparison
The current volatility for Columbia Dividend Income Fund Class A (LBSAX) is 3.07%, while Sterling Capital Equity Income Fund (BEGIX) has a volatility of 3.29%. This indicates that LBSAX experiences smaller price fluctuations and is considered to be less risky than BEGIX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.