SLMCX vs. LBSAX
Compare and contrast key facts about Columbia Seligman Technology and Information Fund (SLMCX) and Columbia Dividend Income Fund Class A (LBSAX).
SLMCX is managed by Columbia. It was launched on Jun 22, 1983. LBSAX is managed by Columbia. It was launched on Nov 25, 2002.
Performance
SLMCX vs. LBSAX - Performance Comparison
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SLMCX vs. LBSAX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
SLMCX Columbia Seligman Technology and Information Fund | 0.17% | 37.32% | 26.67% | 44.27% | -31.14% | 38.97% | 44.45% | 54.15% | -8.12% | 34.08% |
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, SLMCX achieves a 0.17% return, which is significantly lower than LBSAX's 1.55% return. Over the past 10 years, SLMCX has outperformed LBSAX with an annualized return of 22.20%, while LBSAX has yielded a comparatively lower 11.69% annualized return.
SLMCX
- 1D
- -2.99%
- 1M
- -9.33%
- YTD
- 0.17%
- 6M
- 5.15%
- 1Y
- 58.16%
- 3Y*
- 29.27%
- 5Y*
- 16.53%
- 10Y*
- 22.20%
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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SLMCX vs. LBSAX - Expense Ratio Comparison
SLMCX has a 1.17% expense ratio, which is higher than LBSAX's 0.90% expense ratio.
Return for Risk
SLMCX vs. LBSAX — Risk / Return Rank
SLMCX
LBSAX
SLMCX vs. LBSAX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Columbia Seligman Technology and Information Fund (SLMCX) 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.
| SLMCX | LBSAX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 1.90 | 1.17 | +0.73 |
Sortino ratioReturn per unit of downside risk | 2.46 | 1.66 | +0.80 |
Omega ratioGain probability vs. loss probability | 1.34 | 1.26 | +0.09 |
Calmar ratioReturn relative to maximum drawdown | 3.54 | 1.43 | +2.11 |
Martin ratioReturn relative to average drawdown | 13.44 | 6.65 | +6.78 |
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
| SLMCX | LBSAX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.90 | 1.17 | +0.73 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.64 | 0.78 | -0.14 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.86 | 0.75 | +0.11 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.69 | 0.62 | +0.07 |
Correlation
The correlation between SLMCX and LBSAX is 0.75, 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
SLMCX vs. LBSAX - Dividend Comparison
SLMCX's dividend yield for the trailing twelve months is around 9.44%, more than LBSAX's 5.07% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
SLMCX Columbia Seligman Technology and Information Fund | 9.44% | 9.45% | 14.27% | 5.16% | 9.42% | 11.75% | 10.40% | 11.44% | 12.33% | 11.15% | 8.19% | 10.79% |
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
SLMCX vs. LBSAX - Drawdown Comparison
The maximum SLMCX drawdown since its inception was -68.10%, which is greater than LBSAX's maximum drawdown of -47.89%. Use the drawdown chart below to compare losses from any high point for SLMCX and LBSAX.
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Drawdown Indicators
| SLMCX | LBSAX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -68.10% | -47.89% | -20.21% |
Max Drawdown (1Y)Largest decline over 1 year | -14.88% | -10.19% | -4.69% |
Max Drawdown (5Y)Largest decline over 5 years | -37.32% | -17.16% | -20.16% |
Max Drawdown (10Y)Largest decline over 10 years | -37.32% | -32.82% | -4.50% |
Current DrawdownCurrent decline from peak | -11.96% | -5.50% | -6.46% |
Average DrawdownAverage peak-to-trough decline | -13.05% | -5.29% | -7.76% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 3.93% | 2.19% | +1.74% |
Volatility
SLMCX vs. LBSAX - Volatility Comparison
Columbia Seligman Technology and Information Fund (SLMCX) has a higher volatility of 9.50% compared to Columbia Dividend Income Fund Class A (LBSAX) at 2.92%. This indicates that SLMCX'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
| SLMCX | LBSAX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 9.50% | 2.92% | +6.58% |
Volatility (6M)Calculated over the trailing 6-month period | 21.01% | 6.83% | +14.18% |
Volatility (1Y)Calculated over the trailing 1-year period | 30.59% | 13.62% | +16.97% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 25.96% | 13.28% | +12.68% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 25.93% | 15.68% | +10.25% |