RLCAX vs. LBSAX
Compare and contrast key facts about Columbia Disciplined Value Fund (RLCAX) and Columbia Dividend Income Fund Class A (LBSAX).
RLCAX is managed by Columbia. It was launched on Aug 1, 2008. LBSAX is managed by Columbia. It was launched on Nov 25, 2002.
Performance
RLCAX vs. LBSAX - Performance Comparison
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RLCAX vs. LBSAX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
RLCAX Columbia Disciplined Value Fund | 0.23% | 14.67% | 16.24% | 15.40% | -7.33% | 29.54% | 2.11% | 19.23% | -9.36% | 15.42% |
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, RLCAX achieves a 0.23% return, which is significantly lower than LBSAX's 1.55% return. Over the past 10 years, RLCAX has underperformed LBSAX with an annualized return of 10.23%, while LBSAX has yielded a comparatively higher 11.69% annualized return.
RLCAX
- 1D
- -0.12%
- 1M
- -6.09%
- YTD
- 0.23%
- 6M
- 4.05%
- 1Y
- 14.93%
- 3Y*
- 14.42%
- 5Y*
- 10.46%
- 10Y*
- 10.23%
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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RLCAX vs. LBSAX - Expense Ratio Comparison
RLCAX has a 1.04% expense ratio, which is higher than LBSAX's 0.90% expense ratio.
Return for Risk
RLCAX vs. LBSAX — Risk / Return Rank
RLCAX
LBSAX
RLCAX vs. LBSAX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Columbia Disciplined Value Fund (RLCAX) 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.
| RLCAX | LBSAX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 1.02 | 1.17 | -0.15 |
Sortino ratioReturn per unit of downside risk | 1.47 | 1.66 | -0.19 |
Omega ratioGain probability vs. loss probability | 1.22 | 1.26 | -0.04 |
Calmar ratioReturn relative to maximum drawdown | 1.16 | 1.43 | -0.27 |
Martin ratioReturn relative to average drawdown | 5.48 | 6.65 | -1.17 |
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
| RLCAX | LBSAX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.02 | 1.17 | -0.15 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.45 | 0.78 | -0.33 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.47 | 0.75 | -0.28 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.53 | 0.62 | -0.09 |
Correlation
The correlation between RLCAX and LBSAX is 0.94, 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
RLCAX vs. LBSAX - Dividend Comparison
RLCAX's dividend yield for the trailing twelve months is around 11.74%, more than LBSAX's 5.07% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
RLCAX Columbia Disciplined Value Fund | 11.74% | 11.76% | 11.66% | 7.59% | 13.00% | 31.01% | 1.54% | 10.78% | 11.88% | 5.35% | 1.53% | 6.78% |
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
RLCAX vs. LBSAX - Drawdown Comparison
The maximum RLCAX drawdown since its inception was -37.83%, smaller than the maximum LBSAX drawdown of -47.89%. Use the drawdown chart below to compare losses from any high point for RLCAX and LBSAX.
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Drawdown Indicators
| RLCAX | LBSAX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -37.83% | -47.89% | +10.06% |
Max Drawdown (1Y)Largest decline over 1 year | -12.25% | -10.19% | -2.06% |
Max Drawdown (5Y)Largest decline over 5 years | -34.73% | -17.16% | -17.57% |
Max Drawdown (10Y)Largest decline over 10 years | -37.83% | -32.82% | -5.01% |
Current DrawdownCurrent decline from peak | -6.30% | -5.50% | -0.80% |
Average DrawdownAverage peak-to-trough decline | -7.23% | -5.29% | -1.94% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 2.60% | 2.19% | +0.41% |
Volatility
RLCAX vs. LBSAX - Volatility Comparison
Columbia Disciplined Value Fund (RLCAX) has a higher volatility of 3.17% compared to Columbia Dividend Income Fund Class A (LBSAX) at 2.92%. This indicates that RLCAX'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
| RLCAX | LBSAX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 3.17% | 2.92% | +0.25% |
Volatility (6M)Calculated over the trailing 6-month period | 7.88% | 6.83% | +1.05% |
Volatility (1Y)Calculated over the trailing 1-year period | 15.75% | 13.62% | +2.13% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 23.44% | 13.28% | +10.16% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 21.69% | 15.68% | +6.01% |