LBSAX vs. INUTX
Compare and contrast key facts about Columbia Dividend Income Fund Class A (LBSAX) and Columbia Dividend Opportunity Fund (INUTX).
LBSAX is managed by Columbia Threadneedle. It was launched on Nov 25, 2002. INUTX is managed by Columbia Threadneedle. It was launched on Aug 1, 1988.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: LBSAX or INUTX.
Key characteristics
| LBSAX | INUTX | |
|---|---|---|
| YTD Return | 18.35% | 18.59% |
| 1Y Return | 27.65% | 30.96% |
| 3Y Return (Ann) | 8.24% | 7.94% |
| 5Y Return (Ann) | 11.76% | 10.08% |
| 10Y Return (Ann) | 10.98% | 8.60% |
| Sharpe Ratio | 2.90 | 2.93 |
| Sortino Ratio | 4.10 | 4.16 |
| Omega Ratio | 1.54 | 1.53 |
| Calmar Ratio | 5.53 | 3.12 |
| Martin Ratio | 18.96 | 18.98 |
| Ulcer Index | 1.44% | 1.62% |
| Daily Std Dev | 9.45% | 10.50% |
| Max Drawdown | -47.89% | -55.57% |
| Current Drawdown | -0.48% | -0.95% |
Correlation
The correlation between LBSAX and INUTX is 0.94, 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. INUTX - Performance Comparison
The year-to-date returns for both investments are quite close, with LBSAX having a 18.35% return and INUTX slightly higher at 18.59%. Over the past 10 years, LBSAX has outperformed INUTX with an annualized return of 10.98%, while INUTX has yielded a comparatively lower 8.60% annualized return. 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. INUTX - Expense Ratio Comparison
LBSAX has a 0.90% expense ratio, which is lower than INUTX's 1.06% expense ratio.
Risk-Adjusted Performance
LBSAX vs. INUTX - 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 Opportunity Fund (INUTX). 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. INUTX - Dividend Comparison
LBSAX's dividend yield for the trailing twelve months is around 1.48%, less than INUTX's 2.49% yield.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
LBSAX Columbia Dividend Income Fund Class A | 1.48% | 1.71% | 1.67% | 1.23% | 1.52% | 1.60% | 1.93% | 1.56% | 1.71% | 2.65% | 2.01% | 1.71% |
INUTX Columbia Dividend Opportunity Fund | 2.49% | 2.91% | 2.97% | 2.67% | 3.40% | 3.11% | 3.78% | 3.85% | 3.84% | 3.65% | 3.05% | 2.20% |
Drawdowns
LBSAX vs. INUTX - Drawdown Comparison
The maximum LBSAX drawdown since its inception was -47.89%, smaller than the maximum INUTX drawdown of -55.57%. Use the drawdown chart below to compare losses from any high point for LBSAX and INUTX. For additional features, visit the drawdowns tool.
Volatility
LBSAX vs. INUTX - Volatility Comparison
Columbia Dividend Income Fund Class A (LBSAX) and Columbia Dividend Opportunity Fund (INUTX) have volatilities of 3.24% and 3.13%, 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.