LBSAX vs. FXAIX
Compare and contrast key facts about Columbia Dividend Income Fund Class A (LBSAX) and Fidelity 500 Index Fund (FXAIX).
LBSAX is managed by Columbia Threadneedle. It was launched on Nov 25, 2002. FXAIX is managed by Fidelity.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: LBSAX or FXAIX.
Correlation
The correlation between LBSAX and FXAIX 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. FXAIX - Performance Comparison
Key characteristics
LBSAX:
1.12
FXAIX:
2.20
LBSAX:
1.49
FXAIX:
2.93
LBSAX:
1.22
FXAIX:
1.41
LBSAX:
1.23
FXAIX:
3.26
LBSAX:
5.95
FXAIX:
14.39
LBSAX:
1.98%
FXAIX:
1.91%
LBSAX:
10.57%
FXAIX:
12.50%
LBSAX:
-47.89%
FXAIX:
-33.79%
LBSAX:
-8.76%
FXAIX:
-2.91%
Returns By Period
In the year-to-date period, LBSAX achieves a 9.96% return, which is significantly lower than FXAIX's 25.57% return. Over the past 10 years, LBSAX has underperformed FXAIX with an annualized return of 9.89%, while FXAIX has yielded a comparatively higher 12.86% annualized return.
LBSAX
9.96%
-6.33%
1.75%
10.87%
9.30%
9.89%
FXAIX
25.57%
0.00%
8.86%
26.21%
14.72%
12.86%
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LBSAX vs. FXAIX - Expense Ratio Comparison
LBSAX has a 0.90% expense ratio, which is higher than FXAIX's 0.02% expense ratio.
Risk-Adjusted Performance
LBSAX vs. FXAIX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Columbia Dividend Income Fund Class A (LBSAX) and Fidelity 500 Index Fund (FXAIX). 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. FXAIX - Dividend Comparison
LBSAX's dividend yield for the trailing twelve months is around 1.17%, more than FXAIX's 0.88% yield.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
LBSAX Columbia Dividend Income Fund Class A | 1.17% | 1.71% | 1.67% | 1.23% | 1.52% | 1.60% | 1.93% | 1.56% | 1.71% | 2.65% | 2.01% | 1.71% |
FXAIX Fidelity 500 Index Fund | 0.88% | 1.45% | 1.69% | 1.22% | 1.60% | 1.95% | 2.07% | 1.81% | 2.01% | 2.56% | 2.63% | 1.84% |
Drawdowns
LBSAX vs. FXAIX - Drawdown Comparison
The maximum LBSAX drawdown since its inception was -47.89%, which is greater than FXAIX's maximum drawdown of -33.79%. Use the drawdown chart below to compare losses from any high point for LBSAX and FXAIX. For additional features, visit the drawdowns tool.
Volatility
LBSAX vs. FXAIX - Volatility Comparison
Columbia Dividend Income Fund Class A (LBSAX) has a higher volatility of 5.63% compared to Fidelity 500 Index Fund (FXAIX) at 3.70%. This indicates that LBSAX's price experiences larger fluctuations and is considered to be riskier than FXAIX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.