LBSAX vs. GSFTX
Compare and contrast key facts about Columbia Dividend Income Fund Class A (LBSAX) and Columbia Dividend Income Fund (GSFTX).
LBSAX is managed by Columbia Threadneedle. It was launched on Nov 25, 2002. GSFTX is managed by Columbia Threadneedle. It was launched on Mar 4, 1998.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: LBSAX or GSFTX.
Key characteristics
| LBSAX | GSFTX | |
|---|---|---|
| YTD Return | 18.91% | 19.15% |
| 1Y Return | 29.68% | 30.01% |
| 3Y Return (Ann) | 8.44% | 8.71% |
| 5Y Return (Ann) | 11.82% | 12.09% |
| 10Y Return (Ann) | 11.03% | 11.30% |
| Sharpe Ratio | 2.99 | 3.02 |
| Sortino Ratio | 4.22 | 4.26 |
| Omega Ratio | 1.55 | 1.56 |
| Calmar Ratio | 4.76 | 4.87 |
| Martin Ratio | 19.78 | 20.08 |
| Ulcer Index | 1.44% | 1.44% |
| Daily Std Dev | 9.56% | 9.57% |
| Max Drawdown | -47.89% | -47.69% |
| Current Drawdown | 0.00% | 0.00% |
Correlation
The correlation between LBSAX and GSFTX is 1.00, 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. GSFTX - Performance Comparison
The year-to-date returns for both investments are quite close, with LBSAX having a 18.91% return and GSFTX slightly higher at 19.15%. Both investments have delivered pretty close results over the past 10 years, with LBSAX having a 11.03% annualized return and GSFTX not far ahead at 11.30%. The chart below displays the growth of a $10,000 investment in both assets, with all prices adjusted for splits and dividends.
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LBSAX vs. GSFTX - Expense Ratio Comparison
LBSAX has a 0.90% expense ratio, which is higher than GSFTX's 0.66% expense ratio.
Risk-Adjusted Performance
LBSAX vs. GSFTX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Columbia Dividend Income Fund Class A (LBSAX) and Columbia Dividend Income Fund (GSFTX). 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. GSFTX - Dividend Comparison
LBSAX's dividend yield for the trailing twelve months is around 1.47%, less than GSFTX's 1.69% yield.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
LBSAX Columbia Dividend Income Fund Class A | 1.47% | 1.71% | 1.67% | 1.23% | 1.52% | 1.60% | 1.93% | 1.56% | 1.71% | 2.65% | 2.01% | 1.71% |
GSFTX Columbia Dividend Income Fund | 1.69% | 1.95% | 1.93% | 1.46% | 1.74% | 1.82% | 2.22% | 1.78% | 1.94% | 2.92% | 2.26% | 1.94% |
Drawdowns
LBSAX vs. GSFTX - Drawdown Comparison
The maximum LBSAX drawdown since its inception was -47.89%, roughly equal to the maximum GSFTX drawdown of -47.69%. Use the drawdown chart below to compare losses from any high point for LBSAX and GSFTX. For additional features, visit the drawdowns tool.
Volatility
LBSAX vs. GSFTX - Volatility Comparison
Columbia Dividend Income Fund Class A (LBSAX) and Columbia Dividend Income Fund (GSFTX) have volatilities of 3.39% and 3.38%, respectively, indicating that both stocks experience similar levels of price fluctuations. This suggests that the risk associated with both stocks, as measured by volatility, is nearly the same. The chart below showcases a comparison of their rolling one-month volatility.