NMIMX vs. LBSAX
Compare and contrast key facts about Columbia Large Cap Enhanced Core Fund (NMIMX) and Columbia Dividend Income Fund Class A (LBSAX).
NMIMX is managed by Columbia. It was launched on Jul 31, 1996. LBSAX is managed by Columbia. It was launched on Nov 25, 2002.
Performance
NMIMX vs. LBSAX - Performance Comparison
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NMIMX vs. LBSAX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
NMIMX Columbia Large Cap Enhanced Core Fund | -5.21% | 16.99% | 25.64% | 26.24% | -16.99% | 31.73% | 15.48% | 25.87% | -5.07% | 24.13% |
LBSAX Columbia Dividend Income Fund Class A | 3.18% | 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, NMIMX achieves a -5.21% return, which is significantly lower than LBSAX's 3.18% return. Over the past 10 years, NMIMX has outperformed LBSAX with an annualized return of 13.63%, while LBSAX has yielded a comparatively lower 11.87% annualized return.
NMIMX
- 1D
- 2.90%
- 1M
- -4.64%
- YTD
- -5.21%
- 6M
- -2.06%
- 1Y
- 16.96%
- 3Y*
- 17.54%
- 5Y*
- 12.01%
- 10Y*
- 13.63%
LBSAX
- 1D
- 1.61%
- 1M
- -3.90%
- YTD
- 3.18%
- 6M
- 5.80%
- 1Y
- 16.55%
- 3Y*
- 14.78%
- 5Y*
- 10.40%
- 10Y*
- 11.87%
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NMIMX vs. LBSAX - Expense Ratio Comparison
NMIMX has a 0.58% expense ratio, which is lower than LBSAX's 0.90% expense ratio.
Return for Risk
NMIMX vs. LBSAX — Risk / Return Rank
NMIMX
LBSAX
NMIMX vs. LBSAX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Columbia Large Cap Enhanced Core Fund (NMIMX) 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.
| NMIMX | LBSAX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.93 | 1.20 | -0.27 |
Sortino ratioReturn per unit of downside risk | 1.44 | 1.71 | -0.26 |
Omega ratioGain probability vs. loss probability | 1.21 | 1.26 | -0.05 |
Calmar ratioReturn relative to maximum drawdown | 1.45 | 1.74 | -0.28 |
Martin ratioReturn relative to average drawdown | 6.43 | 8.03 | -1.60 |
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
| NMIMX | LBSAX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.93 | 1.20 | -0.27 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.71 | 0.79 | -0.08 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.75 | 0.76 | -0.01 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.59 | 0.62 | -0.03 |
Correlation
The correlation between NMIMX and LBSAX is 0.93, 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
NMIMX vs. LBSAX - Dividend Comparison
NMIMX's dividend yield for the trailing twelve months is around 13.77%, more than LBSAX's 4.99% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
NMIMX Columbia Large Cap Enhanced Core Fund | 13.77% | 13.05% | 13.52% | 4.87% | 9.00% | 28.11% | 7.52% | 4.15% | 12.30% | 12.94% | 1.60% | 2.30% |
LBSAX Columbia Dividend Income Fund Class A | 4.99% | 5.11% | 5.78% | 4.72% | 3.62% | 2.65% | 1.52% | 2.68% | 7.36% | 3.83% | 3.60% | 8.01% |
Drawdowns
NMIMX vs. LBSAX - Drawdown Comparison
The maximum NMIMX drawdown since its inception was -55.46%, which is greater than LBSAX's maximum drawdown of -47.89%. Use the drawdown chart below to compare losses from any high point for NMIMX and LBSAX.
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Drawdown Indicators
| NMIMX | LBSAX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -55.46% | -47.89% | -7.57% |
Max Drawdown (1Y)Largest decline over 1 year | -12.38% | -10.19% | -2.19% |
Max Drawdown (5Y)Largest decline over 5 years | -23.06% | -17.16% | -5.90% |
Max Drawdown (10Y)Largest decline over 10 years | -34.47% | -32.82% | -1.65% |
Current DrawdownCurrent decline from peak | -6.81% | -3.98% | -2.83% |
Average DrawdownAverage peak-to-trough decline | -7.38% | -5.29% | -2.09% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 2.80% | 2.20% | +0.60% |
Volatility
NMIMX vs. LBSAX - Volatility Comparison
Columbia Large Cap Enhanced Core Fund (NMIMX) has a higher volatility of 5.14% compared to Columbia Dividend Income Fund Class A (LBSAX) at 3.47%. This indicates that NMIMX'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
| NMIMX | LBSAX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 5.14% | 3.47% | +1.67% |
Volatility (6M)Calculated over the trailing 6-month period | 9.73% | 7.01% | +2.72% |
Volatility (1Y)Calculated over the trailing 1-year period | 18.72% | 13.68% | +5.04% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 16.99% | 13.30% | +3.69% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 18.24% | 15.69% | +2.55% |