SLVIX vs. LBSAX
Compare and contrast key facts about Columbia Select Large Cap Value Fund Institutional Class 2 (SLVIX) and Columbia Dividend Income Fund Class A (LBSAX).
SLVIX is an actively managed fund by Columbia. It was launched on Nov 30, 2001. LBSAX is managed by Columbia. It was launched on Nov 25, 2002.
Performance
SLVIX vs. LBSAX - Performance Comparison
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SLVIX vs. LBSAX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
SLVIX Columbia Select Large Cap Value Fund Institutional Class 2 | 0.27% | 28.02% | 12.90% | 5.90% | -0.78% | 26.68% | 6.49% | 26.89% | -12.03% | 19.05% |
LBSAX Columbia Dividend Income Fund Class A | 3.18% | 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, SLVIX achieves a 0.27% return, which is significantly lower than LBSAX's 3.18% return. Both investments have delivered pretty close results over the past 10 years, with SLVIX having a 12.48% annualized return and LBSAX not far behind at 11.87%.
SLVIX
- 1D
- -0.61%
- 1M
- -8.83%
- YTD
- 0.27%
- 6M
- 9.45%
- 1Y
- 24.70%
- 3Y*
- 15.88%
- 5Y*
- 10.93%
- 10Y*
- 12.48%
LBSAX
- 1D
- 1.61%
- 1M
- -3.90%
- YTD
- 3.18%
- 6M
- 5.80%
- 1Y
- 16.55%
- 3Y*
- 14.78%
- 5Y*
- 10.40%
- 10Y*
- 11.87%
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SLVIX vs. LBSAX - Expense Ratio Comparison
SLVIX has a 0.53% expense ratio, which is lower than LBSAX's 0.90% expense ratio.
Return for Risk
SLVIX vs. LBSAX — Risk / Return Rank
SLVIX
LBSAX
SLVIX vs. LBSAX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Columbia Select Large Cap Value Fund Institutional Class 2 (SLVIX) 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.
| SLVIX | LBSAX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 1.53 | 1.20 | +0.33 |
Sortino ratioReturn per unit of downside risk | 2.05 | 1.71 | +0.35 |
Omega ratioGain probability vs. loss probability | 1.32 | 1.26 | +0.06 |
Calmar ratioReturn relative to maximum drawdown | 1.92 | 1.74 | +0.19 |
Martin ratioReturn relative to average drawdown | 8.28 | 8.03 | +0.25 |
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
| SLVIX | LBSAX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.53 | 1.20 | +0.33 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.69 | 0.79 | -0.09 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.67 | 0.76 | -0.09 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.43 | 0.62 | -0.19 |
Correlation
The correlation between SLVIX and LBSAX is 0.92, 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
SLVIX vs. LBSAX - Dividend Comparison
SLVIX's dividend yield for the trailing twelve months is around 8.34%, more than LBSAX's 4.99% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
SLVIX Columbia Select Large Cap Value Fund Institutional Class 2 | 8.34% | 8.37% | 3.62% | 3.75% | 1.62% | 5.95% | 7.47% | 6.97% | 5.02% | 3.73% | 6.95% | 4.71% |
LBSAX Columbia Dividend Income Fund Class A | 4.99% | 5.11% | 5.78% | 4.72% | 3.62% | 2.65% | 1.52% | 2.68% | 7.36% | 3.83% | 3.60% | 8.01% |
Drawdowns
SLVIX vs. LBSAX - Drawdown Comparison
The maximum SLVIX drawdown since its inception was -59.63%, which is greater than LBSAX's maximum drawdown of -47.89%. Use the drawdown chart below to compare losses from any high point for SLVIX and LBSAX.
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Drawdown Indicators
| SLVIX | LBSAX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -59.63% | -47.89% | -11.74% |
Max Drawdown (1Y)Largest decline over 1 year | -12.39% | -10.19% | -2.20% |
Max Drawdown (5Y)Largest decline over 5 years | -18.35% | -17.16% | -1.19% |
Max Drawdown (10Y)Largest decline over 10 years | -41.46% | -32.82% | -8.64% |
Current DrawdownCurrent decline from peak | -9.00% | -3.98% | -5.02% |
Average DrawdownAverage peak-to-trough decline | -8.34% | -5.29% | -3.05% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 2.88% | 2.20% | +0.68% |
Volatility
SLVIX vs. LBSAX - Volatility Comparison
Columbia Select Large Cap Value Fund Institutional Class 2 (SLVIX) has a higher volatility of 3.75% compared to Columbia Dividend Income Fund Class A (LBSAX) at 3.47%. This indicates that SLVIX'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
| SLVIX | LBSAX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 3.75% | 3.47% | +0.28% |
Volatility (6M)Calculated over the trailing 6-month period | 9.04% | 7.01% | +2.03% |
Volatility (1Y)Calculated over the trailing 1-year period | 16.94% | 13.68% | +3.26% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 15.88% | 13.30% | +2.58% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 18.67% | 15.69% | +2.98% |