OAKBX vs. LBSAX
Compare and contrast key facts about Oakmark Equity and Income Fund (OAKBX) and Columbia Dividend Income Fund Class A (LBSAX).
OAKBX is managed by Oakmark. It was launched on Oct 31, 1995. LBSAX is managed by Columbia. It was launched on Nov 25, 2002.
Performance
OAKBX vs. LBSAX - Performance Comparison
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OAKBX vs. LBSAX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
OAKBX Oakmark Equity and Income Fund | -3.09% | 11.05% | 8.73% | 17.39% | -12.94% | 29.12% | 8.68% | 19.39% | -8.38% | 14.43% |
LBSAX Columbia Dividend Income Fund Class A | 3.32% | 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, OAKBX achieves a -3.09% return, which is significantly lower than LBSAX's 3.32% return. Over the past 10 years, OAKBX has underperformed LBSAX with an annualized return of 8.76%, while LBSAX has yielded a comparatively higher 11.89% annualized return.
OAKBX
- 1D
- 0.05%
- 1M
- -2.51%
- YTD
- -3.09%
- 6M
- -0.27%
- 1Y
- 5.98%
- 3Y*
- 9.98%
- 5Y*
- 6.83%
- 10Y*
- 8.76%
LBSAX
- 1D
- 0.13%
- 1M
- -2.87%
- YTD
- 3.32%
- 6M
- 6.28%
- 1Y
- 16.23%
- 3Y*
- 14.83%
- 5Y*
- 10.43%
- 10Y*
- 11.89%
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OAKBX vs. LBSAX - Expense Ratio Comparison
OAKBX has a 0.83% expense ratio, which is lower than LBSAX's 0.90% expense ratio.
Return for Risk
OAKBX vs. LBSAX — Risk / Return Rank
OAKBX
LBSAX
OAKBX vs. LBSAX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Oakmark Equity and Income Fund (OAKBX) 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.
| OAKBX | LBSAX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.55 | 1.23 | -0.68 |
Sortino ratioReturn per unit of downside risk | 0.86 | 1.74 | -0.89 |
Omega ratioGain probability vs. loss probability | 1.12 | 1.27 | -0.15 |
Calmar ratioReturn relative to maximum drawdown | 0.77 | 1.62 | -0.85 |
Martin ratioReturn relative to average drawdown | 2.76 | 7.42 | -4.66 |
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
| OAKBX | LBSAX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.55 | 1.23 | -0.68 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.56 | 0.79 | -0.22 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.67 | 0.76 | -0.09 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.85 | 0.62 | +0.23 |
Correlation
The correlation between OAKBX and LBSAX is 0.86, 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
OAKBX vs. LBSAX - Dividend Comparison
OAKBX's dividend yield for the trailing twelve months is around 2.28%, less than LBSAX's 4.99% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
OAKBX Oakmark Equity and Income Fund | 2.28% | 2.16% | 2.05% | 2.28% | 1.44% | 14.26% | 4.17% | 9.07% | 10.05% | 8.09% | 4.13% | 6.53% |
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
OAKBX vs. LBSAX - Drawdown Comparison
The maximum OAKBX drawdown since its inception was -31.31%, smaller than the maximum LBSAX drawdown of -47.89%. Use the drawdown chart below to compare losses from any high point for OAKBX and LBSAX.
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Drawdown Indicators
| OAKBX | LBSAX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -31.31% | -47.89% | +16.58% |
Max Drawdown (1Y)Largest decline over 1 year | -6.90% | -7.05% | +0.15% |
Max Drawdown (5Y)Largest decline over 5 years | -20.41% | -17.16% | -3.25% |
Max Drawdown (10Y)Largest decline over 10 years | -30.19% | -32.82% | +2.63% |
Current DrawdownCurrent decline from peak | -5.01% | -3.85% | -1.16% |
Average DrawdownAverage peak-to-trough decline | -3.78% | -5.28% | +1.50% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 2.41% | 2.22% | +0.19% |
Volatility
OAKBX vs. LBSAX - Volatility Comparison
The current volatility for Oakmark Equity and Income Fund (OAKBX) is 3.15%, while Columbia Dividend Income Fund Class A (LBSAX) has a volatility of 3.39%. This indicates that OAKBX experiences smaller price fluctuations and is considered to be less risky 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
| OAKBX | LBSAX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 3.15% | 3.39% | -0.24% |
Volatility (6M)Calculated over the trailing 6-month period | 6.55% | 7.00% | -0.45% |
Volatility (1Y)Calculated over the trailing 1-year period | 11.81% | 13.64% | -1.83% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 12.17% | 13.29% | -1.12% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 13.05% | 15.69% | -2.64% |