LBSAX vs. DODFX
Compare and contrast key facts about Columbia Dividend Income Fund Class A (LBSAX) and Dodge & Cox International Stock Fund (DODFX).
LBSAX is managed by Columbia. It was launched on Nov 25, 2002. DODFX is managed by Dodge & Cox.
Performance
LBSAX vs. DODFX - Performance Comparison
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LBSAX vs. DODFX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
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% |
DODFX Dodge & Cox International Stock Fund | 0.73% | 38.77% | 3.74% | 16.70% | -6.78% | 10.99% | 5.15% | 22.79% | -18.01% | 23.95% |
Returns By Period
In the year-to-date period, LBSAX achieves a 3.18% return, which is significantly higher than DODFX's 0.73% return. Over the past 10 years, LBSAX has outperformed DODFX with an annualized return of 11.87%, while DODFX has yielded a comparatively lower 10.09% annualized return.
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%
DODFX
- 1D
- 2.54%
- 1M
- -7.11%
- YTD
- 0.73%
- 6M
- 5.33%
- 1Y
- 27.03%
- 3Y*
- 16.82%
- 5Y*
- 10.14%
- 10Y*
- 10.09%
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LBSAX vs. DODFX - Expense Ratio Comparison
LBSAX has a 0.90% expense ratio, which is higher than DODFX's 0.62% expense ratio.
Return for Risk
LBSAX vs. DODFX — Risk / Return Rank
LBSAX
DODFX
LBSAX vs. DODFX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Columbia Dividend Income Fund Class A (LBSAX) and Dodge & Cox International Stock Fund (DODFX). 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 | DODFX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 1.20 | 1.82 | -0.62 |
Sortino ratioReturn per unit of downside risk | 1.71 | 2.34 | -0.63 |
Omega ratioGain probability vs. loss probability | 1.26 | 1.36 | -0.10 |
Calmar ratioReturn relative to maximum drawdown | 1.74 | 2.31 | -0.57 |
Martin ratioReturn relative to average drawdown | 8.03 | 8.74 | -0.71 |
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 | DODFX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.20 | 1.82 | -0.62 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.79 | 0.64 | +0.14 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.76 | 0.55 | +0.20 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.62 | 0.39 | +0.23 |
Correlation
The correlation between LBSAX and DODFX is 0.74, 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. DODFX - Dividend Comparison
LBSAX's dividend yield for the trailing twelve months is around 4.99%, which matches DODFX's 5.02% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
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% |
DODFX Dodge & Cox International Stock Fund | 5.02% | 5.05% | 2.25% | 2.29% | 2.23% | 2.49% | 4.21% | 3.93% | 2.93% | 1.93% | 3.66% | 2.30% |
Drawdowns
LBSAX vs. DODFX - Drawdown Comparison
The maximum LBSAX drawdown since its inception was -47.89%, smaller than the maximum DODFX drawdown of -63.23%. Use the drawdown chart below to compare losses from any high point for LBSAX and DODFX.
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Drawdown Indicators
| LBSAX | DODFX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -47.89% | -63.23% | +15.34% |
Max Drawdown (1Y)Largest decline over 1 year | -10.19% | -11.42% | +1.23% |
Max Drawdown (5Y)Largest decline over 5 years | -17.16% | -24.52% | +7.36% |
Max Drawdown (10Y)Largest decline over 10 years | -32.82% | -44.61% | +11.79% |
Current DrawdownCurrent decline from peak | -3.98% | -8.60% | +4.62% |
Average DrawdownAverage peak-to-trough decline | -5.29% | -11.72% | +6.43% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 2.20% | 3.02% | -0.82% |
Volatility
LBSAX vs. DODFX - Volatility Comparison
The current volatility for Columbia Dividend Income Fund Class A (LBSAX) is 3.47%, while Dodge & Cox International Stock Fund (DODFX) has a volatility of 7.14%. This indicates that LBSAX experiences smaller price fluctuations and is considered to be less risky than DODFX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| LBSAX | DODFX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 3.47% | 7.14% | -3.67% |
Volatility (6M)Calculated over the trailing 6-month period | 7.01% | 10.03% | -3.02% |
Volatility (1Y)Calculated over the trailing 1-year period | 13.68% | 15.17% | -1.49% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 13.30% | 15.81% | -2.51% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 15.69% | 18.25% | -2.56% |