NFEPX vs. LBSAX
Compare and contrast key facts about Columbia Large Cap Growth Opportunity Fund (NFEPX) and Columbia Dividend Income Fund Class A (LBSAX).
NFEPX is managed by Columbia. It was launched on Dec 31, 1997. LBSAX is managed by Columbia. It was launched on Nov 25, 2002.
Performance
NFEPX vs. LBSAX - Performance Comparison
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NFEPX vs. LBSAX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
NFEPX Columbia Large Cap Growth Opportunity Fund | -13.25% | 15.54% | 24.80% | 31.61% | -29.54% | 20.42% | 40.86% | 36.35% | -4.14% | 27.96% |
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, NFEPX achieves a -13.25% return, which is significantly lower than LBSAX's 1.55% return. Over the past 10 years, NFEPX has outperformed LBSAX with an annualized return of 13.14%, while LBSAX has yielded a comparatively lower 11.69% annualized return.
NFEPX
- 1D
- -0.20%
- 1M
- -8.39%
- YTD
- -13.25%
- 6M
- -11.30%
- 1Y
- 13.34%
- 3Y*
- 14.19%
- 5Y*
- 6.39%
- 10Y*
- 13.14%
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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NFEPX vs. LBSAX - Expense Ratio Comparison
NFEPX has a 0.80% expense ratio, which is lower than LBSAX's 0.90% expense ratio.
Return for Risk
NFEPX vs. LBSAX — Risk / Return Rank
NFEPX
LBSAX
NFEPX vs. LBSAX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Columbia Large Cap Growth Opportunity Fund (NFEPX) 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.
| NFEPX | LBSAX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.60 | 1.17 | -0.58 |
Sortino ratioReturn per unit of downside risk | 1.01 | 1.66 | -0.65 |
Omega ratioGain probability vs. loss probability | 1.14 | 1.26 | -0.12 |
Calmar ratioReturn relative to maximum drawdown | 0.63 | 1.43 | -0.80 |
Martin ratioReturn relative to average drawdown | 2.29 | 6.65 | -4.36 |
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
| NFEPX | LBSAX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.60 | 1.17 | -0.58 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.30 | 0.78 | -0.48 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.62 | 0.75 | -0.13 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.46 | 0.62 | -0.15 |
Correlation
The correlation between NFEPX and LBSAX is 0.81, 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
NFEPX vs. LBSAX - Dividend Comparison
NFEPX's dividend yield for the trailing twelve months is around 5.86%, more than LBSAX's 5.07% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
NFEPX Columbia Large Cap Growth Opportunity Fund | 5.86% | 5.08% | 2.94% | 0.00% | 19.87% | 37.27% | 11.00% | 8.94% | 11.47% | 5.79% | 12.73% | 21.91% |
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
NFEPX vs. LBSAX - Drawdown Comparison
The maximum NFEPX drawdown since its inception was -53.78%, which is greater than LBSAX's maximum drawdown of -47.89%. Use the drawdown chart below to compare losses from any high point for NFEPX and LBSAX.
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Drawdown Indicators
| NFEPX | LBSAX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -53.78% | -47.89% | -5.89% |
Max Drawdown (1Y)Largest decline over 1 year | -16.01% | -10.19% | -5.82% |
Max Drawdown (5Y)Largest decline over 5 years | -36.26% | -17.16% | -19.10% |
Max Drawdown (10Y)Largest decline over 10 years | -36.26% | -32.82% | -3.44% |
Current DrawdownCurrent decline from peak | -16.01% | -5.50% | -10.51% |
Average DrawdownAverage peak-to-trough decline | -13.50% | -5.29% | -8.21% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 4.37% | 2.19% | +2.18% |
Volatility
NFEPX vs. LBSAX - Volatility Comparison
Columbia Large Cap Growth Opportunity Fund (NFEPX) has a higher volatility of 5.73% compared to Columbia Dividend Income Fund Class A (LBSAX) at 2.92%. This indicates that NFEPX'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
| NFEPX | LBSAX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 5.73% | 2.92% | +2.81% |
Volatility (6M)Calculated over the trailing 6-month period | 12.08% | 6.83% | +5.25% |
Volatility (1Y)Calculated over the trailing 1-year period | 22.24% | 13.62% | +8.62% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 21.51% | 13.28% | +8.23% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 21.37% | 15.68% | +5.69% |