Columbia Dividend Income Fund Class A (LBSAX) Alternatives
Columbia Dividend Income Fund Class A (LBSAX) belongs to the Large Cap Value Equities category. Below you'll find alternative mutual funds from the same category, ranked by key criteria, plus funds that investors commonly compare with LBSAX. Use the tables to find lower-cost options, better risk-adjusted returns, or funds that fit a different role in your portfolio.
Cheapest Alternatives to LBSAX
LBSAX charges 0.90% annually. Among mutual funds in the Large Cap Value Equities category, these options have the lowest expense ratios among LBSAX alternatives.
| Symbol | Name | Expense Ratio | Inception | |
|---|---|---|---|---|
| Fidelity Series Stock Selector Large Cap Value Fun... | 0.01% | Dec 6, 2012 | LBSAX vs FBLEX | |
| Schwab U.S. Large-Cap Value Index Fund | 0.04% | Dec 20, 2017 | LBSAX vs SWLVX | |
| Fidelity Large Cap Value Index Fund | 0.04% | Jun 7, 2016 | LBSAX vs FLCOX | |
| Vanguard Value Index Fund Institutional Shares | 0.04% | Jul 2, 1998 | LBSAX vs VIVIX | |
| TIAA-CREF Large-Cap Value Index Fund | 0.05% | Oct 1, 2002 | LBSAX vs TILVX |
Best Risk-Adjusted Alternatives to LBSAX
Among mutual funds in the Large Cap Value Equities category, these options rank highest on PortfoliosLab's risk-adjusted score, which accounts for volatility, drawdown, and return consistency over a 1-year period.
| Symbol | Name | Risk / Return Rank | Inception | |
|---|---|---|---|---|
| Vanguard International High Dividend Yield Index F... | 92 | Mar 2, 2016 | LBSAX vs VIHAX | |
| Delaware Growth and Income Fund | 88 | Oct 4, 1993 | LBSAX vs FGINX | |
| Towpath Focus Fund | 87 | Dec 31, 2019 | LBSAX vs TOWFX | |
| Neiman Large Cap Value Fund | 86 | Apr 1, 2003 | LBSAX vs NEIMX | |
| Al Frank Fund | 85 | May 1, 2006 | LBSAX vs VALAX |
Top Performing LBSAX Alternatives (YTD)
LBSAX alternatives from the Large Cap Value Equities category, sorted by year-to-date return.
| Symbol | Name | YTD Return | Inception | |
|---|---|---|---|---|
| Ave Maria Value Focused Fund | 18.00% | Jan 1, 1984 | LBSAX vs AVERX | |
| Voya Corporate Leaders Trust Fund | 15.27% | Nov 18, 1935 | LBSAX vs LEXCX | |
| GQG Partners US Quality Dividend Income Fund | 11.95% | Jun 29, 2021 | LBSAX vs GQHPX | |
| AMG Yacktman Focused Fund | 8.59% | May 1, 1997 | LBSAX vs YAFFX | |
| Hennessy Cornerstone Value Fund | 8.31% | Nov 1, 1996 | LBSAX vs HFCVX |
Lowest Volatility Alternatives to LBSAX
LBSAX alternatives from the Large Cap Value Equities category, sorted by annualized volatility over the past year.
| Symbol | Name | Volatility 1Y | Inception | |
|---|---|---|---|---|
| Advisors Capital Tactical Fixed Income Fund | 4.68% | Feb 1, 2021 | LBSAX vs ACTIX | |
| The Income Fund of America Class R-1 | 9.48% | Dec 1, 1973 | LBSAX vs RIDAX | |
| Rational Equity Armor Fund | 11.05% | Feb 28, 2001 | LBSAX vs HDCTX | |
| American Century Equity Income Fund | 11.59% | Aug 1, 1994 | LBSAX vs TWEIX | |
| American Century Equity Income Fund Class I | 11.61% | Jul 8, 1998 | LBSAX vs ACIIX |
Lowest Drawdown Alternatives to LBSAX
LBSAX alternatives from the Large Cap Value Equities category, sorted by maximum drawdown over the past year.
| Symbol | Name | Max Drawdown 1Y | Inception | |
|---|---|---|---|---|
| Advisors Capital Tactical Fixed Income Fund | -3.07% | Feb 1, 2021 | LBSAX vs ACTIX | |
| Rational Equity Armor Fund | -6.95% | Feb 28, 2001 | LBSAX vs HDCTX | |
| Auxier Focus Fund | -8.19% | Jul 9, 1999 | LBSAX vs AUXFX | |
| The Income Fund of America Class R-1 | -8.25% | Dec 1, 1973 | LBSAX vs RIDAX | |
| 1789 Growth and Income Fund | -8.36% | Jan 21, 2011 | LBSAX vs PSECX |
Other Mutual Funds from Columbia
Most popular Columbia mutual funds on PortfoliosLab, across asset classes.
Often Compared With LBSAX
What investors most often compare with LBSAX, based on PortfoliosLab usage data.
Compare LBSAX with Any Fund or Stock
Compare LBSAX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.