SMGIX vs. LBSAX
Compare and contrast key facts about Columbia Contrarian Core Fund (SMGIX) and Columbia Dividend Income Fund Class A (LBSAX).
SMGIX is managed by Columbia. It was launched on Dec 14, 1992. LBSAX is managed by Columbia. It was launched on Nov 25, 2002.
Performance
SMGIX vs. LBSAX - Performance Comparison
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SMGIX vs. LBSAX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
SMGIX Columbia Contrarian Core Fund | -8.32% | 17.35% | 23.33% | 32.12% | -18.64% | 24.18% | 22.21% | 32.95% | -8.95% | 20.57% |
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, SMGIX achieves a -8.32% return, which is significantly lower than LBSAX's 1.55% return. Over the past 10 years, SMGIX has outperformed LBSAX with an annualized return of 12.89%, while LBSAX has yielded a comparatively lower 11.69% annualized return.
SMGIX
- 1D
- -0.22%
- 1M
- -7.29%
- YTD
- -8.32%
- 6M
- -5.97%
- 1Y
- 12.95%
- 3Y*
- 17.26%
- 5Y*
- 10.58%
- 10Y*
- 12.89%
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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SMGIX vs. LBSAX - Expense Ratio Comparison
SMGIX has a 0.75% expense ratio, which is lower than LBSAX's 0.90% expense ratio.
Return for Risk
SMGIX vs. LBSAX — Risk / Return Rank
SMGIX
LBSAX
SMGIX vs. LBSAX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Columbia Contrarian Core Fund (SMGIX) 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.
| SMGIX | LBSAX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.71 | 1.17 | -0.46 |
Sortino ratioReturn per unit of downside risk | 1.12 | 1.66 | -0.54 |
Omega ratioGain probability vs. loss probability | 1.17 | 1.26 | -0.09 |
Calmar ratioReturn relative to maximum drawdown | 0.87 | 1.43 | -0.56 |
Martin ratioReturn relative to average drawdown | 3.72 | 6.65 | -2.93 |
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
| SMGIX | LBSAX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.71 | 1.17 | -0.46 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.56 | 0.78 | -0.22 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.68 | 0.75 | -0.07 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.67 | 0.62 | +0.05 |
Correlation
The correlation between SMGIX and LBSAX is 0.91, 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
SMGIX vs. LBSAX - Dividend Comparison
SMGIX's dividend yield for the trailing twelve months is around 8.06%, more than LBSAX's 5.07% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
SMGIX Columbia Contrarian Core Fund | 8.06% | 7.39% | 9.69% | 3.08% | 10.61% | 13.70% | 7.69% | 5.87% | 10.17% | 4.89% | 0.76% | 5.86% |
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
SMGIX vs. LBSAX - Drawdown Comparison
The maximum SMGIX drawdown since its inception was -50.62%, which is greater than LBSAX's maximum drawdown of -47.89%. Use the drawdown chart below to compare losses from any high point for SMGIX and LBSAX.
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Drawdown Indicators
| SMGIX | LBSAX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -50.62% | -47.89% | -2.73% |
Max Drawdown (1Y)Largest decline over 1 year | -12.33% | -10.19% | -2.14% |
Max Drawdown (5Y)Largest decline over 5 years | -32.20% | -17.16% | -15.04% |
Max Drawdown (10Y)Largest decline over 10 years | -32.45% | -32.82% | +0.37% |
Current DrawdownCurrent decline from peak | -9.99% | -5.50% | -4.49% |
Average DrawdownAverage peak-to-trough decline | -6.77% | -5.29% | -1.48% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 2.89% | 2.19% | +0.70% |
Volatility
SMGIX vs. LBSAX - Volatility Comparison
Columbia Contrarian Core Fund (SMGIX) has a higher volatility of 4.18% compared to Columbia Dividend Income Fund Class A (LBSAX) at 2.92%. This indicates that SMGIX'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
| SMGIX | LBSAX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 4.18% | 2.92% | +1.26% |
Volatility (6M)Calculated over the trailing 6-month period | 9.28% | 6.83% | +2.45% |
Volatility (1Y)Calculated over the trailing 1-year period | 18.55% | 13.62% | +4.93% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 18.96% | 13.28% | +5.68% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 18.95% | 15.68% | +3.27% |