SLVRX vs. LBSAX
Compare and contrast key facts about Columbia Select Large Cap Value Fund Class R (SLVRX) and Columbia Dividend Income Fund Class A (LBSAX).
SLVRX is managed by Columbia. It was launched on Apr 30, 2003. LBSAX is managed by Columbia. It was launched on Nov 25, 2002.
Performance
SLVRX vs. LBSAX - Performance Comparison
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SLVRX vs. LBSAX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
SLVRX Columbia Select Large Cap Value Fund Class R | 0.13% | 27.32% | 12.24% | 5.25% | -1.30% | 26.02% | 5.92% | 26.26% | -12.52% | 18.96% |
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, SLVRX achieves a 0.13% return, which is significantly lower than LBSAX's 1.55% return. Both investments have delivered pretty close results over the past 10 years, with SLVRX having a 12.07% annualized return and LBSAX not far behind at 11.69%.
SLVRX
- 1D
- -0.60%
- 1M
- -8.87%
- YTD
- 0.13%
- 6M
- 9.17%
- 1Y
- 24.03%
- 3Y*
- 15.22%
- 5Y*
- 10.31%
- 10Y*
- 12.07%
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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SLVRX vs. LBSAX - Expense Ratio Comparison
SLVRX has a 1.05% expense ratio, which is higher than LBSAX's 0.90% expense ratio.
Return for Risk
SLVRX vs. LBSAX — Risk / Return Rank
SLVRX
LBSAX
SLVRX vs. LBSAX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Columbia Select Large Cap Value Fund Class R (SLVRX) 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.
| SLVRX | LBSAX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 1.48 | 1.17 | +0.31 |
Sortino ratioReturn per unit of downside risk | 2.00 | 1.66 | +0.34 |
Omega ratioGain probability vs. loss probability | 1.32 | 1.26 | +0.06 |
Calmar ratioReturn relative to maximum drawdown | 1.87 | 1.43 | +0.44 |
Martin ratioReturn relative to average drawdown | 8.01 | 6.65 | +1.36 |
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
| SLVRX | LBSAX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.48 | 1.17 | +0.31 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.65 | 0.78 | -0.12 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.65 | 0.75 | -0.10 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.46 | 0.62 | -0.16 |
Correlation
The correlation between SLVRX 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
SLVRX vs. LBSAX - Dividend Comparison
SLVRX's dividend yield for the trailing twelve months is around 8.48%, more than LBSAX's 5.07% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
SLVRX Columbia Select Large Cap Value Fund Class R | 8.48% | 8.50% | 3.27% | 3.42% | 1.15% | 5.83% | 7.46% | 6.83% | 4.60% | 3.92% | 8.22% | 4.27% |
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
SLVRX vs. LBSAX - Drawdown Comparison
The maximum SLVRX drawdown since its inception was -60.20%, which is greater than LBSAX's maximum drawdown of -47.89%. Use the drawdown chart below to compare losses from any high point for SLVRX and LBSAX.
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Drawdown Indicators
| SLVRX | LBSAX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -60.20% | -47.89% | -12.31% |
Max Drawdown (1Y)Largest decline over 1 year | -12.41% | -10.19% | -2.22% |
Max Drawdown (5Y)Largest decline over 5 years | -18.53% | -17.16% | -1.37% |
Max Drawdown (10Y)Largest decline over 10 years | -41.51% | -32.82% | -8.69% |
Current DrawdownCurrent decline from peak | -9.03% | -5.50% | -3.53% |
Average DrawdownAverage peak-to-trough decline | -7.47% | -5.29% | -2.18% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 2.89% | 2.19% | +0.70% |
Volatility
SLVRX vs. LBSAX - Volatility Comparison
Columbia Select Large Cap Value Fund Class R (SLVRX) has a higher volatility of 3.73% compared to Columbia Dividend Income Fund Class A (LBSAX) at 2.92%. This indicates that SLVRX'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
| SLVRX | LBSAX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 3.73% | 2.92% | +0.81% |
Volatility (6M)Calculated over the trailing 6-month period | 9.04% | 6.83% | +2.21% |
Volatility (1Y)Calculated over the trailing 1-year period | 16.96% | 13.62% | +3.34% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 15.86% | 13.28% | +2.58% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 18.68% | 15.68% | +3.00% |