RBBAX vs. LBSAX
Compare and contrast key facts about Columbia Income Builder Fund (RBBAX) and Columbia Dividend Income Fund Class A (LBSAX).
RBBAX is managed by Columbia. It was launched on Feb 15, 2006. LBSAX is managed by Columbia. It was launched on Nov 25, 2002.
Performance
RBBAX vs. LBSAX - Performance Comparison
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RBBAX vs. LBSAX - 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% |
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, RBBAX achieves a -0.23% return, which is significantly lower than LBSAX's 1.55% return. Over the past 10 years, RBBAX has underperformed LBSAX with an annualized return of 5.08%, while LBSAX has yielded a comparatively higher 11.69% 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%
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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RBBAX vs. LBSAX - Expense Ratio Comparison
RBBAX has a 0.37% expense ratio, which is lower than LBSAX's 0.90% expense ratio.
Return for Risk
RBBAX vs. LBSAX — Risk / Return Rank
RBBAX
LBSAX
RBBAX vs. LBSAX - 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 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.
| RBBAX | LBSAX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 1.62 | 1.17 | +0.45 |
Sortino ratioReturn per unit of downside risk | 2.24 | 1.66 | +0.58 |
Omega ratioGain probability vs. loss probability | 1.33 | 1.26 | +0.07 |
Calmar ratioReturn relative to maximum drawdown | 2.07 | 1.43 | +0.64 |
Martin ratioReturn relative to average drawdown | 8.52 | 6.65 | +1.87 |
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 | LBSAX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.62 | 1.17 | +0.45 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.44 | 0.78 | -0.34 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.88 | 0.75 | +0.13 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.82 | 0.62 | +0.20 |
Correlation
The correlation between RBBAX and LBSAX is 0.81, 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. LBSAX - Dividend Comparison
RBBAX's dividend yield for the trailing twelve months is around 3.67%, less than LBSAX's 5.07% 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% |
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
RBBAX vs. LBSAX - Drawdown Comparison
The maximum RBBAX drawdown since its inception was -23.23%, smaller than the maximum LBSAX drawdown of -47.89%. Use the drawdown chart below to compare losses from any high point for RBBAX and LBSAX.
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Drawdown Indicators
| RBBAX | LBSAX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -23.23% | -47.89% | +24.66% |
Max Drawdown (1Y)Largest decline over 1 year | -4.27% | -10.19% | +5.92% |
Max Drawdown (5Y)Largest decline over 5 years | -18.06% | -17.16% | -0.90% |
Max Drawdown (10Y)Largest decline over 10 years | -18.06% | -32.82% | +14.76% |
Current DrawdownCurrent decline from peak | -3.78% | -5.50% | +1.72% |
Average DrawdownAverage peak-to-trough decline | -3.01% | -5.29% | +2.28% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 1.04% | 2.19% | -1.15% |
Volatility
RBBAX vs. LBSAX - Volatility Comparison
The current volatility for Columbia Income Builder Fund (RBBAX) is 2.05%, while Columbia Dividend Income Fund Class A (LBSAX) has a volatility of 2.92%. This indicates that RBBAX 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
| RBBAX | LBSAX | 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% | 13.62% | -8.07% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 6.25% | 13.28% | -7.03% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 5.80% | 15.68% | -9.88% |