NMPAX vs. LBSAX
Compare and contrast key facts about Columbia Mid Cap Index Fund (NMPAX) and Columbia Dividend Income Fund Class A (LBSAX).
NMPAX is managed by Columbia. It was launched on Mar 31, 2000. LBSAX is managed by Columbia. It was launched on Nov 25, 2002.
Performance
NMPAX vs. LBSAX - Performance Comparison
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NMPAX vs. LBSAX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
NMPAX Columbia Mid Cap Index Fund | 2.47% | 7.23% | 13.67% | 16.32% | -13.27% | 24.66% | 8.71% | 25.99% | -11.44% | 15.84% |
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, NMPAX achieves a 2.47% return, which is significantly lower than LBSAX's 3.18% return. Over the past 10 years, NMPAX has underperformed LBSAX with an annualized return of 9.82%, while LBSAX has yielded a comparatively higher 11.87% annualized return.
NMPAX
- 1D
- 2.90%
- 1M
- -6.19%
- YTD
- 2.47%
- 6M
- 3.74%
- 1Y
- 16.46%
- 3Y*
- 11.86%
- 5Y*
- 6.42%
- 10Y*
- 9.82%
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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NMPAX vs. LBSAX - Expense Ratio Comparison
NMPAX has a 0.20% expense ratio, which is lower than LBSAX's 0.90% expense ratio.
Return for Risk
NMPAX vs. LBSAX — Risk / Return Rank
NMPAX
LBSAX
NMPAX vs. LBSAX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Columbia Mid Cap Index Fund (NMPAX) 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.
| NMPAX | LBSAX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.81 | 1.20 | -0.39 |
Sortino ratioReturn per unit of downside risk | 1.28 | 1.71 | -0.43 |
Omega ratioGain probability vs. loss probability | 1.18 | 1.26 | -0.09 |
Calmar ratioReturn relative to maximum drawdown | 1.23 | 1.74 | -0.51 |
Martin ratioReturn relative to average drawdown | 5.30 | 8.03 | -2.74 |
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
| NMPAX | LBSAX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.81 | 1.20 | -0.39 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.33 | 0.79 | -0.46 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.47 | 0.76 | -0.29 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.42 | 0.62 | -0.20 |
Correlation
The correlation between NMPAX and LBSAX is 0.87, 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
NMPAX vs. LBSAX - Dividend Comparison
NMPAX's dividend yield for the trailing twelve months is around 9.11%, more than LBSAX's 4.99% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
NMPAX Columbia Mid Cap Index Fund | 9.11% | 9.34% | 11.35% | 7.97% | 11.65% | 18.03% | 5.96% | 5.70% | 10.06% | 7.66% | 7.97% | 10.12% |
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
NMPAX vs. LBSAX - Drawdown Comparison
The maximum NMPAX drawdown since its inception was -54.31%, which is greater than LBSAX's maximum drawdown of -47.89%. Use the drawdown chart below to compare losses from any high point for NMPAX and LBSAX.
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Drawdown Indicators
| NMPAX | LBSAX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -54.31% | -47.89% | -6.42% |
Max Drawdown (1Y)Largest decline over 1 year | -14.10% | -10.19% | -3.91% |
Max Drawdown (5Y)Largest decline over 5 years | -24.03% | -17.16% | -6.87% |
Max Drawdown (10Y)Largest decline over 10 years | -42.09% | -32.82% | -9.27% |
Current DrawdownCurrent decline from peak | -6.19% | -3.98% | -2.21% |
Average DrawdownAverage peak-to-trough decline | -7.77% | -5.29% | -2.48% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 3.27% | 2.20% | +1.07% |
Volatility
NMPAX vs. LBSAX - Volatility Comparison
Columbia Mid Cap Index Fund (NMPAX) has a higher volatility of 6.60% compared to Columbia Dividend Income Fund Class A (LBSAX) at 3.47%. This indicates that NMPAX'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
| NMPAX | LBSAX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 6.60% | 3.47% | +3.13% |
Volatility (6M)Calculated over the trailing 6-month period | 11.89% | 7.01% | +4.88% |
Volatility (1Y)Calculated over the trailing 1-year period | 21.04% | 13.68% | +7.36% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 19.72% | 13.30% | +6.42% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 21.10% | 15.69% | +5.41% |