SSCVX vs. LBSAX
Compare and contrast key facts about Columbia Select Small Cap Value Fund (SSCVX) and Columbia Dividend Income Fund Class A (LBSAX).
SSCVX is managed by Columbia. It was launched on Apr 25, 1997. LBSAX is managed by Columbia. It was launched on Nov 25, 2002.
Performance
SSCVX vs. LBSAX - Performance Comparison
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SSCVX vs. LBSAX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
SSCVX Columbia Select Small Cap Value Fund | 5.82% | 5.46% | 12.33% | 12.47% | -15.35% | 31.25% | 9.61% | 18.76% | -13.70% | 12.65% |
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, SSCVX achieves a 5.82% return, which is significantly higher than LBSAX's 1.55% return. Over the past 10 years, SSCVX has underperformed LBSAX with an annualized return of 8.32%, while LBSAX has yielded a comparatively higher 11.69% annualized return.
SSCVX
- 1D
- -1.40%
- 1M
- -6.22%
- YTD
- 5.82%
- 6M
- 6.09%
- 1Y
- 22.66%
- 3Y*
- 11.20%
- 5Y*
- 5.67%
- 10Y*
- 8.32%
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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SSCVX vs. LBSAX - Expense Ratio Comparison
SSCVX has a 1.28% expense ratio, which is higher than LBSAX's 0.90% expense ratio.
Return for Risk
SSCVX vs. LBSAX — Risk / Return Rank
SSCVX
LBSAX
SSCVX vs. LBSAX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Columbia Select Small Cap Value Fund (SSCVX) 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.
| SSCVX | LBSAX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 1.00 | 1.17 | -0.17 |
Sortino ratioReturn per unit of downside risk | 1.51 | 1.66 | -0.15 |
Omega ratioGain probability vs. loss probability | 1.21 | 1.26 | -0.05 |
Calmar ratioReturn relative to maximum drawdown | 1.32 | 1.43 | -0.11 |
Martin ratioReturn relative to average drawdown | 5.44 | 6.65 | -1.21 |
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
| SSCVX | LBSAX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.00 | 1.17 | -0.17 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.27 | 0.78 | -0.51 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.36 | 0.75 | -0.39 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.31 | 0.62 | -0.30 |
Correlation
The correlation between SSCVX and LBSAX is 0.83, 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
SSCVX vs. LBSAX - Dividend Comparison
SSCVX's dividend yield for the trailing twelve months is around 10.36%, more than LBSAX's 5.07% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
SSCVX Columbia Select Small Cap Value Fund | 10.36% | 10.96% | 20.45% | 6.56% | 4.62% | 6.64% | 6.45% | 0.12% | 7.59% | 13.50% | 6.18% | 12.44% |
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
SSCVX vs. LBSAX - Drawdown Comparison
The maximum SSCVX drawdown since its inception was -65.34%, which is greater than LBSAX's maximum drawdown of -47.89%. Use the drawdown chart below to compare losses from any high point for SSCVX and LBSAX.
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Drawdown Indicators
| SSCVX | LBSAX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -65.34% | -47.89% | -17.45% |
Max Drawdown (1Y)Largest decline over 1 year | -15.41% | -10.19% | -5.22% |
Max Drawdown (5Y)Largest decline over 5 years | -29.22% | -17.16% | -12.06% |
Max Drawdown (10Y)Largest decline over 10 years | -48.87% | -32.82% | -16.05% |
Current DrawdownCurrent decline from peak | -7.88% | -5.50% | -2.38% |
Average DrawdownAverage peak-to-trough decline | -11.91% | -5.29% | -6.62% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 3.74% | 2.19% | +1.55% |
Volatility
SSCVX vs. LBSAX - Volatility Comparison
Columbia Select Small Cap Value Fund (SSCVX) has a higher volatility of 6.07% compared to Columbia Dividend Income Fund Class A (LBSAX) at 2.92%. This indicates that SSCVX'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
| SSCVX | LBSAX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 6.07% | 2.92% | +3.15% |
Volatility (6M)Calculated over the trailing 6-month period | 12.52% | 6.83% | +5.69% |
Volatility (1Y)Calculated over the trailing 1-year period | 22.83% | 13.62% | +9.21% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 21.18% | 13.28% | +7.90% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 23.44% | 15.68% | +7.76% |