PACIX vs. LBSAX
Compare and contrast key facts about Columbia Convertible Securities Fund (PACIX) and Columbia Dividend Income Fund Class A (LBSAX).
PACIX is managed by Columbia. It was launched on Sep 24, 1987. LBSAX is managed by Columbia. It was launched on Nov 25, 2002.
Performance
PACIX vs. LBSAX - Performance Comparison
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PACIX vs. LBSAX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
PACIX Columbia Convertible Securities Fund | 0.04% | 19.58% | 9.51% | 11.91% | -19.54% | 3.71% | 47.86% | 26.15% | -1.03% | 15.07% |
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, PACIX achieves a 0.04% return, which is significantly lower than LBSAX's 1.55% return. Both investments have delivered pretty close results over the past 10 years, with PACIX having a 11.54% annualized return and LBSAX not far ahead at 11.69%.
PACIX
- 1D
- -1.58%
- 1M
- -6.43%
- YTD
- 0.04%
- 6M
- 2.18%
- 1Y
- 22.13%
- 3Y*
- 12.16%
- 5Y*
- 3.68%
- 10Y*
- 11.54%
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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PACIX vs. LBSAX - Expense Ratio Comparison
PACIX has a 1.12% expense ratio, which is higher than LBSAX's 0.90% expense ratio.
Return for Risk
PACIX vs. LBSAX — Risk / Return Rank
PACIX
LBSAX
PACIX vs. LBSAX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Columbia Convertible Securities Fund (PACIX) 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.
| PACIX | LBSAX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 1.49 | 1.17 | +0.32 |
Sortino ratioReturn per unit of downside risk | 2.03 | 1.66 | +0.37 |
Omega ratioGain probability vs. loss probability | 1.27 | 1.26 | +0.01 |
Calmar ratioReturn relative to maximum drawdown | 2.60 | 1.43 | +1.17 |
Martin ratioReturn relative to average drawdown | 9.39 | 6.65 | +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
| PACIX | LBSAX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.49 | 1.17 | +0.32 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.29 | 0.78 | -0.49 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.87 | 0.75 | +0.13 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.81 | 0.62 | +0.19 |
Correlation
The correlation between PACIX and LBSAX is 0.78, 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
PACIX vs. LBSAX - Dividend Comparison
PACIX's dividend yield for the trailing twelve months is around 1.48%, less than LBSAX's 5.07% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
PACIX Columbia Convertible Securities Fund | 1.48% | 1.45% | 1.96% | 2.53% | 9.87% | 22.27% | 7.81% | 6.29% | 5.29% | 2.75% | 2.34% | 9.91% |
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
PACIX vs. LBSAX - Drawdown Comparison
The maximum PACIX drawdown since its inception was -43.86%, smaller than the maximum LBSAX drawdown of -47.89%. Use the drawdown chart below to compare losses from any high point for PACIX and LBSAX.
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Drawdown Indicators
| PACIX | LBSAX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -43.86% | -47.89% | +4.03% |
Max Drawdown (1Y)Largest decline over 1 year | -7.85% | -10.19% | +2.34% |
Max Drawdown (5Y)Largest decline over 5 years | -26.71% | -17.16% | -9.55% |
Max Drawdown (10Y)Largest decline over 10 years | -28.74% | -32.82% | +4.08% |
Current DrawdownCurrent decline from peak | -7.85% | -5.50% | -2.35% |
Average DrawdownAverage peak-to-trough decline | -6.86% | -5.29% | -1.57% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 2.17% | 2.19% | -0.02% |
Volatility
PACIX vs. LBSAX - Volatility Comparison
Columbia Convertible Securities Fund (PACIX) has a higher volatility of 5.94% compared to Columbia Dividend Income Fund Class A (LBSAX) at 2.92%. This indicates that PACIX'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
| PACIX | LBSAX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 5.94% | 2.92% | +3.02% |
Volatility (6M)Calculated over the trailing 6-month period | 11.69% | 6.83% | +4.86% |
Volatility (1Y)Calculated over the trailing 1-year period | 14.68% | 13.62% | +1.06% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 12.97% | 13.28% | -0.31% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 13.25% | 15.68% | -2.43% |