LBSAX vs. FLCOX
Compare and contrast key facts about Columbia Dividend Income Fund Class A (LBSAX) and Fidelity Large Cap Value Index Fund (FLCOX).
LBSAX is managed by Columbia. It was launched on Nov 25, 2002. FLCOX is a passively managed fund by Fidelity that tracks the performance of the Russell 1000 Value Index. It was launched on Jun 7, 2016.
Performance
LBSAX vs. FLCOX - Performance Comparison
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LBSAX vs. FLCOX - 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% | 19.21% |
FLCOX Fidelity Large Cap Value Index Fund | 2.08% | 15.90% | 14.38% | 11.48% | -7.57% | 25.09% | 2.87% | 26.54% | -8.38% | 10.90% |
Returns By Period
In the year-to-date period, LBSAX achieves a 3.18% return, which is significantly higher than FLCOX's 2.08% 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%
FLCOX
- 1D
- 2.13%
- 1M
- -4.69%
- YTD
- 2.08%
- 6M
- 5.86%
- 1Y
- 15.94%
- 3Y*
- 14.30%
- 5Y*
- 9.21%
- 10Y*
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LBSAX vs. FLCOX - Expense Ratio Comparison
LBSAX has a 0.90% expense ratio, which is higher than FLCOX's 0.04% expense ratio.
Return for Risk
LBSAX vs. FLCOX — Risk / Return Rank
LBSAX
FLCOX
LBSAX vs. FLCOX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Columbia Dividend Income Fund Class A (LBSAX) and Fidelity Large Cap Value Index Fund (FLCOX). 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 | FLCOX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 1.20 | 1.02 | +0.19 |
Sortino ratioReturn per unit of downside risk | 1.71 | 1.48 | +0.23 |
Omega ratioGain probability vs. loss probability | 1.26 | 1.22 | +0.04 |
Calmar ratioReturn relative to maximum drawdown | 1.74 | 1.44 | +0.30 |
Martin ratioReturn relative to average drawdown | 8.03 | 6.76 | +1.27 |
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 | FLCOX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.20 | 1.02 | +0.19 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.79 | 0.62 | +0.16 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.76 | — | — |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.62 | 0.54 | +0.08 |
Correlation
The correlation between LBSAX and FLCOX 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. FLCOX - Dividend Comparison
LBSAX's dividend yield for the trailing twelve months is around 4.99%, more than FLCOX's 1.48% 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% |
FLCOX Fidelity Large Cap Value Index Fund | 1.48% | 1.51% | 1.92% | 1.99% | 2.01% | 1.55% | 2.28% | 3.82% | 2.79% | 0.60% | 0.00% | 0.00% |
Drawdowns
LBSAX vs. FLCOX - Drawdown Comparison
The maximum LBSAX drawdown since its inception was -47.89%, which is greater than FLCOX's maximum drawdown of -38.28%. Use the drawdown chart below to compare losses from any high point for LBSAX and FLCOX.
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Drawdown Indicators
| LBSAX | FLCOX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -47.89% | -38.28% | -9.61% |
Max Drawdown (1Y)Largest decline over 1 year | -10.19% | -11.81% | +1.62% |
Max Drawdown (5Y)Largest decline over 5 years | -17.16% | -19.00% | +1.84% |
Max Drawdown (10Y)Largest decline over 10 years | -32.82% | — | — |
Current DrawdownCurrent decline from peak | -3.98% | -4.82% | +0.84% |
Average DrawdownAverage peak-to-trough decline | -5.29% | -4.52% | -0.77% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 2.20% | 2.51% | -0.31% |
Volatility
LBSAX vs. FLCOX - Volatility Comparison
The current volatility for Columbia Dividend Income Fund Class A (LBSAX) is 3.47%, while Fidelity Large Cap Value Index Fund (FLCOX) has a volatility of 4.38%. This indicates that LBSAX experiences smaller price fluctuations and is considered to be less risky than FLCOX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| LBSAX | FLCOX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 3.47% | 4.38% | -0.91% |
Volatility (6M)Calculated over the trailing 6-month period | 7.01% | 8.29% | -1.28% |
Volatility (1Y)Calculated over the trailing 1-year period | 13.68% | 15.73% | -2.05% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 13.30% | 14.83% | -1.53% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 15.69% | 17.73% | -2.04% |