LBSAX vs. LEXCX
Compare and contrast key facts about Columbia Dividend Income Fund Class A (LBSAX) and Voya Corporate Leaders Trust Fund (LEXCX).
LBSAX is managed by Columbia. It was launched on Nov 25, 2002. LEXCX is managed by Voya. It was launched on Nov 18, 1935.
Performance
LBSAX vs. LEXCX - Performance Comparison
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LBSAX vs. LEXCX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
LBSAX Columbia Dividend Income Fund Class A | 1.55% | 15.58% | 14.73% | 10.26% | -5.19% | 25.97% | 7.48% | 27.84% | -4.62% | 19.96% |
LEXCX Voya Corporate Leaders Trust Fund | 15.27% | 7.04% | 3.60% | 14.53% | 3.95% | 26.77% | 4.36% | 21.43% | -5.44% | 16.61% |
Returns By Period
In the year-to-date period, LBSAX achieves a 1.55% return, which is significantly lower than LEXCX's 15.27% return. Both investments have delivered pretty close results over the past 10 years, with LBSAX having a 11.69% annualized return and LEXCX not far ahead at 11.87%.
LBSAX
- 1D
- 0.00%
- 1M
- -5.50%
- YTD
- 1.55%
- 6M
- 4.03%
- 1Y
- 14.47%
- 3Y*
- 14.17%
- 5Y*
- 10.26%
- 10Y*
- 11.69%
LEXCX
- 1D
- 0.03%
- 1M
- -0.16%
- YTD
- 15.27%
- 6M
- 11.64%
- 1Y
- 14.00%
- 3Y*
- 12.98%
- 5Y*
- 11.85%
- 10Y*
- 11.87%
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LBSAX vs. LEXCX - Expense Ratio Comparison
LBSAX has a 0.90% expense ratio, which is higher than LEXCX's 0.52% expense ratio.
Return for Risk
LBSAX vs. LEXCX — Risk / Return Rank
LBSAX
LEXCX
LBSAX vs. LEXCX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Columbia Dividend Income Fund Class A (LBSAX) and Voya Corporate Leaders Trust Fund (LEXCX). 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 | LEXCX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 1.17 | 0.92 | +0.25 |
Sortino ratioReturn per unit of downside risk | 1.66 | 1.41 | +0.25 |
Omega ratioGain probability vs. loss probability | 1.26 | 1.19 | +0.07 |
Calmar ratioReturn relative to maximum drawdown | 1.43 | 1.07 | +0.36 |
Martin ratioReturn relative to average drawdown | 6.65 | 3.63 | +3.03 |
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 | LEXCX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.17 | 0.92 | +0.25 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.78 | 0.74 | +0.03 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.75 | 0.64 | +0.11 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.62 | 0.53 | +0.08 |
Correlation
The correlation between LBSAX and LEXCX is 0.86, 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. LEXCX - Dividend Comparison
LBSAX's dividend yield for the trailing twelve months is around 5.07%, more than LEXCX's 1.43% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
LBSAX Columbia Dividend Income Fund Class A | 5.07% | 5.11% | 5.78% | 4.72% | 3.62% | 2.65% | 1.52% | 2.68% | 7.36% | 3.83% | 3.60% | 8.01% |
LEXCX Voya Corporate Leaders Trust Fund | 1.43% | 1.65% | 1.66% | 1.58% | 1.65% | 1.54% | 1.91% | 1.86% | 2.03% | 1.79% | 3.93% | 2.37% |
Drawdowns
LBSAX vs. LEXCX - Drawdown Comparison
The maximum LBSAX drawdown since its inception was -47.89%, smaller than the maximum LEXCX drawdown of -50.42%. Use the drawdown chart below to compare losses from any high point for LBSAX and LEXCX.
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Drawdown Indicators
| LBSAX | LEXCX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -47.89% | -50.42% | +2.53% |
Max Drawdown (1Y)Largest decline over 1 year | -10.19% | -12.78% | +2.59% |
Max Drawdown (5Y)Largest decline over 5 years | -17.16% | -19.75% | +2.59% |
Max Drawdown (10Y)Largest decline over 10 years | -32.82% | -39.21% | +6.39% |
Current DrawdownCurrent decline from peak | -5.50% | -0.86% | -4.64% |
Average DrawdownAverage peak-to-trough decline | -5.29% | -7.14% | +1.85% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 2.19% | 3.76% | -1.57% |
Volatility
LBSAX vs. LEXCX - Volatility Comparison
The current volatility for Columbia Dividend Income Fund Class A (LBSAX) is 2.92%, while Voya Corporate Leaders Trust Fund (LEXCX) has a volatility of 3.34%. This indicates that LBSAX experiences smaller price fluctuations and is considered to be less risky than LEXCX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| LBSAX | LEXCX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 2.92% | 3.34% | -0.42% |
Volatility (6M)Calculated over the trailing 6-month period | 6.83% | 9.44% | -2.61% |
Volatility (1Y)Calculated over the trailing 1-year period | 13.62% | 17.75% | -4.13% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 13.28% | 16.39% | -3.11% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 15.68% | 18.90% | -3.22% |