NAMAX vs. LBSAX
Compare and contrast key facts about Columbia Select Mid Cap Value Fund (NAMAX) and Columbia Dividend Income Fund Class A (LBSAX).
NAMAX is managed by Columbia. It was launched on Nov 20, 2001. LBSAX is managed by Columbia. It was launched on Nov 25, 2002.
Performance
NAMAX vs. LBSAX - Performance Comparison
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NAMAX vs. LBSAX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
NAMAX Columbia Select Mid Cap Value Fund | 4.45% | 13.77% | 13.14% | 9.65% | -9.33% | 32.28% | 6.90% | 31.56% | -18.46% | 13.71% |
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% |
Returns By Period
In the year-to-date period, NAMAX achieves a 4.45% return, which is significantly higher than LBSAX's 1.55% return. Over the past 10 years, NAMAX has underperformed LBSAX with an annualized return of 10.00%, while LBSAX has yielded a comparatively higher 11.69% annualized return.
NAMAX
- 1D
- -1.17%
- 1M
- -8.05%
- YTD
- 4.45%
- 6M
- 7.01%
- 1Y
- 21.96%
- 3Y*
- 13.59%
- 5Y*
- 9.26%
- 10Y*
- 10.00%
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%
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NAMAX vs. LBSAX - Expense Ratio Comparison
NAMAX has a 0.88% expense ratio, which is lower than LBSAX's 0.90% expense ratio.
Return for Risk
NAMAX vs. LBSAX — Risk / Return Rank
NAMAX
LBSAX
NAMAX vs. LBSAX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Columbia Select Mid Cap Value Fund (NAMAX) and Columbia Dividend Income Fund Class A (LBSAX). 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.
| NAMAX | LBSAX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 1.22 | 1.17 | +0.05 |
Sortino ratioReturn per unit of downside risk | 1.75 | 1.66 | +0.09 |
Omega ratioGain probability vs. loss probability | 1.25 | 1.26 | 0.00 |
Calmar ratioReturn relative to maximum drawdown | 1.53 | 1.43 | +0.10 |
Martin ratioReturn relative to average drawdown | 6.72 | 6.65 | +0.07 |
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
| NAMAX | LBSAX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.22 | 1.17 | +0.05 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.51 | 0.78 | -0.26 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.50 | 0.75 | -0.25 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.46 | 0.62 | -0.16 |
Correlation
The correlation between NAMAX and LBSAX is 0.91, 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
NAMAX vs. LBSAX - Dividend Comparison
NAMAX's dividend yield for the trailing twelve months is around 6.40%, more than LBSAX's 5.07% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
NAMAX Columbia Select Mid Cap Value Fund | 6.40% | 6.71% | 7.07% | 0.74% | 6.39% | 8.99% | 3.22% | 3.38% | 27.38% | 21.08% | 8.07% | 17.05% |
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% |
Drawdowns
NAMAX vs. LBSAX - Drawdown Comparison
The maximum NAMAX drawdown since its inception was -60.44%, which is greater than LBSAX's maximum drawdown of -47.89%. Use the drawdown chart below to compare losses from any high point for NAMAX and LBSAX.
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Drawdown Indicators
| NAMAX | LBSAX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -60.44% | -47.89% | -12.55% |
Max Drawdown (1Y)Largest decline over 1 year | -13.67% | -10.19% | -3.48% |
Max Drawdown (5Y)Largest decline over 5 years | -20.90% | -17.16% | -3.74% |
Max Drawdown (10Y)Largest decline over 10 years | -43.24% | -32.82% | -10.42% |
Current DrawdownCurrent decline from peak | -8.49% | -5.50% | -2.99% |
Average DrawdownAverage peak-to-trough decline | -8.56% | -5.29% | -3.27% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 3.12% | 2.19% | +0.93% |
Volatility
NAMAX vs. LBSAX - Volatility Comparison
Columbia Select Mid Cap Value Fund (NAMAX) has a higher volatility of 5.15% compared to Columbia Dividend Income Fund Class A (LBSAX) at 2.92%. This indicates that NAMAX's price experiences larger fluctuations and is considered to be riskier than LBSAX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| NAMAX | LBSAX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 5.15% | 2.92% | +2.23% |
Volatility (6M)Calculated over the trailing 6-month period | 10.28% | 6.83% | +3.45% |
Volatility (1Y)Calculated over the trailing 1-year period | 18.87% | 13.62% | +5.25% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 18.09% | 13.28% | +4.81% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 20.00% | 15.68% | +4.32% |