NSEPX vs. LBSAX
Compare and contrast key facts about Columbia Select Large Cap Equity Fund (NSEPX) and Columbia Dividend Income Fund Class A (LBSAX).
NSEPX is managed by Columbia. It was launched on Oct 2, 1998. LBSAX is managed by Columbia. It was launched on Nov 25, 2002.
Performance
NSEPX vs. LBSAX - Performance Comparison
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NSEPX vs. LBSAX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
NSEPX Columbia Select Large Cap Equity Fund | -6.19% | 14.12% | 24.24% | 28.34% | -19.38% | 29.92% | 19.60% | 28.76% | -5.67% | 24.44% |
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, NSEPX achieves a -6.19% return, which is significantly lower than LBSAX's 3.18% return. Over the past 10 years, NSEPX has outperformed LBSAX with an annualized return of 13.46%, while LBSAX has yielded a comparatively lower 11.87% annualized return.
NSEPX
- 1D
- 3.10%
- 1M
- -4.64%
- YTD
- -6.19%
- 6M
- -3.19%
- 1Y
- 15.20%
- 3Y*
- 16.57%
- 5Y*
- 10.39%
- 10Y*
- 13.46%
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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NSEPX vs. LBSAX - Expense Ratio Comparison
NSEPX has a 0.55% expense ratio, which is lower than LBSAX's 0.90% expense ratio.
Return for Risk
NSEPX vs. LBSAX — Risk / Return Rank
NSEPX
LBSAX
NSEPX vs. LBSAX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Columbia Select Large Cap Equity Fund (NSEPX) 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.
| NSEPX | LBSAX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.86 | 1.20 | -0.35 |
Sortino ratioReturn per unit of downside risk | 1.31 | 1.71 | -0.39 |
Omega ratioGain probability vs. loss probability | 1.20 | 1.26 | -0.07 |
Calmar ratioReturn relative to maximum drawdown | 1.29 | 1.74 | -0.45 |
Martin ratioReturn relative to average drawdown | 5.48 | 8.03 | -2.55 |
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
| NSEPX | LBSAX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.86 | 1.20 | -0.35 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.61 | 0.79 | -0.18 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.74 | 0.76 | -0.02 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.44 | 0.62 | -0.18 |
Correlation
The correlation between NSEPX and LBSAX is 0.92, 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
NSEPX vs. LBSAX - Dividend Comparison
NSEPX's dividend yield for the trailing twelve months is around 3.22%, less than LBSAX's 4.99% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
NSEPX Columbia Select Large Cap Equity Fund | 3.22% | 3.02% | 6.28% | 4.88% | 6.25% | 7.45% | 7.13% | 5.16% | 11.11% | 5.57% | 2.18% | 12.10% |
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
NSEPX vs. LBSAX - Drawdown Comparison
The maximum NSEPX drawdown since its inception was -52.50%, which is greater than LBSAX's maximum drawdown of -47.89%. Use the drawdown chart below to compare losses from any high point for NSEPX and LBSAX.
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Drawdown Indicators
| NSEPX | LBSAX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -52.50% | -47.89% | -4.61% |
Max Drawdown (1Y)Largest decline over 1 year | -12.43% | -10.19% | -2.24% |
Max Drawdown (5Y)Largest decline over 5 years | -25.27% | -17.16% | -8.11% |
Max Drawdown (10Y)Largest decline over 10 years | -33.37% | -32.82% | -0.55% |
Current DrawdownCurrent decline from peak | -7.76% | -3.98% | -3.78% |
Average DrawdownAverage peak-to-trough decline | -12.68% | -5.29% | -7.39% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 2.93% | 2.20% | +0.73% |
Volatility
NSEPX vs. LBSAX - Volatility Comparison
Columbia Select Large Cap Equity Fund (NSEPX) has a higher volatility of 5.65% compared to Columbia Dividend Income Fund Class A (LBSAX) at 3.47%. This indicates that NSEPX'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
| NSEPX | LBSAX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 5.65% | 3.47% | +2.18% |
Volatility (6M)Calculated over the trailing 6-month period | 9.63% | 7.01% | +2.62% |
Volatility (1Y)Calculated over the trailing 1-year period | 18.38% | 13.68% | +4.70% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 17.20% | 13.30% | +3.90% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 18.17% | 15.69% | +2.48% |