RBBAX vs. CDDYX
Compare and contrast key facts about Columbia Income Builder Fund (RBBAX) and Columbia Dividend Income Fund Institutional 3 Class (CDDYX).
RBBAX is managed by Columbia. It was launched on Feb 15, 2006. CDDYX is managed by Columbia. It was launched on Nov 8, 2012.
Performance
RBBAX vs. CDDYX - Performance Comparison
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RBBAX vs. CDDYX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
RBBAX Columbia Income Builder Fund | -0.23% | 11.15% | 4.96% | 9.02% | -12.87% | 6.08% | 10.15% | 13.77% | -2.66% | 7.51% |
CDDYX Columbia Dividend Income Fund Institutional 3 Class | 1.65% | 15.95% | 15.17% | 10.65% | -4.84% | 26.43% | 7.92% | 28.74% | -4.27% | 20.34% |
Returns By Period
In the year-to-date period, RBBAX achieves a -0.23% return, which is significantly lower than CDDYX's 1.65% return. Over the past 10 years, RBBAX has underperformed CDDYX with an annualized return of 5.08%, while CDDYX has yielded a comparatively higher 12.13% annualized return.
RBBAX
- 1D
- 0.16%
- 1M
- -3.78%
- YTD
- -0.23%
- 6M
- 1.53%
- 1Y
- 8.74%
- 3Y*
- 7.43%
- 5Y*
- 2.72%
- 10Y*
- 5.08%
CDDYX
- 1D
- 0.03%
- 1M
- -5.46%
- YTD
- 1.65%
- 6M
- 4.20%
- 1Y
- 14.89%
- 3Y*
- 14.58%
- 5Y*
- 10.65%
- 10Y*
- 12.13%
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RBBAX vs. CDDYX - Expense Ratio Comparison
RBBAX has a 0.37% expense ratio, which is lower than CDDYX's 0.55% expense ratio.
Return for Risk
RBBAX vs. CDDYX — Risk / Return Rank
RBBAX
CDDYX
RBBAX vs. CDDYX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Columbia Income Builder Fund (RBBAX) and Columbia Dividend Income Fund Institutional 3 Class (CDDYX). 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.
| RBBAX | CDDYX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 1.62 | 1.20 | +0.42 |
Sortino ratioReturn per unit of downside risk | 2.24 | 1.70 | +0.54 |
Omega ratioGain probability vs. loss probability | 1.33 | 1.26 | +0.07 |
Calmar ratioReturn relative to maximum drawdown | 2.07 | 1.47 | +0.59 |
Martin ratioReturn relative to average drawdown | 8.52 | 6.88 | +1.64 |
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
| RBBAX | CDDYX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.62 | 1.20 | +0.42 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.44 | 0.81 | -0.37 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.88 | 0.78 | +0.10 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.82 | 0.85 | -0.04 |
Correlation
The correlation between RBBAX and CDDYX is 0.76, 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
RBBAX vs. CDDYX - Dividend Comparison
RBBAX's dividend yield for the trailing twelve months is around 3.67%, less than CDDYX's 5.29% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
RBBAX Columbia Income Builder Fund | 3.67% | 3.85% | 3.95% | 3.82% | 4.94% | 4.73% | 4.07% | 3.90% | 3.92% | 3.47% | 3.01% | 6.84% |
CDDYX Columbia Dividend Income Fund Institutional 3 Class | 5.29% | 5.33% | 5.99% | 4.96% | 3.90% | 2.93% | 1.85% | 3.28% | 7.65% | 4.03% | 3.84% | 8.35% |
Drawdowns
RBBAX vs. CDDYX - Drawdown Comparison
The maximum RBBAX drawdown since its inception was -23.23%, smaller than the maximum CDDYX drawdown of -32.74%. Use the drawdown chart below to compare losses from any high point for RBBAX and CDDYX.
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Drawdown Indicators
| RBBAX | CDDYX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -23.23% | -32.74% | +9.51% |
Max Drawdown (1Y)Largest decline over 1 year | -4.27% | -10.17% | +5.90% |
Max Drawdown (5Y)Largest decline over 5 years | -18.06% | -16.91% | -1.15% |
Max Drawdown (10Y)Largest decline over 10 years | -18.06% | -32.74% | +14.68% |
Current DrawdownCurrent decline from peak | -3.78% | -5.46% | +1.68% |
Average DrawdownAverage peak-to-trough decline | -3.01% | -2.79% | -0.22% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 1.04% | 2.18% | -1.14% |
Volatility
RBBAX vs. CDDYX - Volatility Comparison
The current volatility for Columbia Income Builder Fund (RBBAX) is 2.05%, while Columbia Dividend Income Fund Institutional 3 Class (CDDYX) has a volatility of 2.92%. This indicates that RBBAX experiences smaller price fluctuations and is considered to be less risky than CDDYX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| RBBAX | CDDYX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 2.05% | 2.92% | -0.87% |
Volatility (6M)Calculated over the trailing 6-month period | 3.19% | 6.83% | -3.64% |
Volatility (1Y)Calculated over the trailing 1-year period | 5.55% | 13.61% | -8.06% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 6.25% | 13.29% | -7.04% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 5.80% | 15.68% | -9.88% |