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 a closer substitute for your current allocation.
Cheapest Alternatives to LBSAX
LBSAX charges 0.90% annually. There are 199 mutual funds in the Large Cap Value Equities category with lower expense ratios, going as low as 0.01%.
| Symbol | Name | Expense Ratio | AUM | Inception | |
|---|---|---|---|---|---|
| Fidelity Series Stock Selector Large Cap Value Fun... | 0.01% | — | Dec 2012 | LBSAX vs FBLEX | |
| Vanguard Value Index Fund Institutional Shares | 0.03% | — | Jul 1998 | LBSAX vs VIVIX | |
| Fidelity Large Cap Value Index Fund | 0.04% | 13.00B | Jun 2016 | LBSAX vs FLCOX | |
| Schwab U.S. Large-Cap Value Index Fund | 0.04% | — | Dec 2017 | LBSAX vs SWLVX | |
| TIAA-CREF Large-Cap Value Index Fund | 0.05% | — | Oct 2002 | LBSAX vs TILVX |
Best Risk-Adjusted Alternatives to LBSAX
LBSAX has a PortfoliosLab risk / return rank of 85. There are 84 mutual funds in the Large Cap Value Equities category with higher risk-adjusted ranks, going as high as 96.
| Symbol | Name | Risk / Return Rank | AUM | Inception | |
|---|---|---|---|---|---|
| Nomura Growth and Income Fund Institutional Class | 96 | — | Oct 1993 | LBSAX vs FGIPX | |
| Delaware Growth and Income Fund | 96 | — | Oct 1993 | LBSAX vs FGINX | |
| BlackRock Advantage Large Cap Value Fund | 95 | — | Dec 1999 | LBSAX vs MALVX | |
| Integrity Dividend Harvest Fund | 95 | — | May 2012 | LBSAX vs IDIVX | |
| Avantis U.S. Large Cap Value Fund Institutional Cl... | 94 | — | Jun 2022 | LBSAX vs AVLVX |
Top Performing LBSAX Alternatives (YTD)
LBSAX is at 11.48% YTD. There are 180 mutual funds in the Large Cap Value Equities category with higher YTD returns, going as high as 25.44%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| PIMCO RAE US Fund | 25.44% | — | Jun 2015 | LBSAX vs PKAIX | |
| Voya Corporate Leaders Trust Fund | 24.02% | — | Nov 1935 | LBSAX vs LEXCX | |
| Avantis U.S. Large Cap Value Fund Institutional Cl... | 23.70% | — | Jun 2022 | LBSAX vs AVLVX | |
| Al Frank Fund | 22.75% | — | May 2006 | LBSAX vs VALAX | |
| AMG Yacktman Focused Fund | 22.70% | — | May 1997 | LBSAX vs YAFFX |
Lowest Volatility Alternatives to LBSAX
LBSAX has 9.16% 1-year volatility. There are 14 mutual funds in the Large Cap Value Equities category with lower 1-year volatility, going as low as 1.33%.
| Symbol | Name | Volatility 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| American Beacon Shapiro Equity Opportunities Fund | 1.33% | — | Sep 2017 | LBSAX vs SHXPX | |
| Advisors Capital Tactical Fixed Income Fund | 3.62% | — | Feb 2021 | LBSAX vs ACTIX | |
| The Income Fund of America Class R-1 | 7.37% | — | Dec 1973 | LBSAX vs RIDAX | |
| Fidelity Advisor Large Cap Fund Class M | 7.50% | — | Feb 1996 | LBSAX vs FALGX | |
| SEI Institutional Managed Trust Tax-Managed Manage... | 8.51% | — | Dec 2007 | LBSAX vs TMMAX |
Lowest Drawdown Alternatives to LBSAX
LBSAX has a 1-year max drawdown of -5.52%. There are 20 mutual funds in the Large Cap Value Equities category with shallower 1-year drawdowns, going as shallow as -2.90%.
| Symbol | Name | Max Drawdown 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| Advisors Capital Tactical Fixed Income Fund | -2.90% | — | Feb 2021 | LBSAX vs ACTIX | |
| Hennessy Cornerstone Value Fund | -3.77% | — | Nov 1996 | LBSAX vs HFCVX | |
| Buffalo Flexible Income Fund | -4.45% | — | Aug 1994 | LBSAX vs BUFBX | |
| Torray Fund | -4.50% | — | Dec 1990 | LBSAX vs TORYX | |
| Federated Hermes Strategic Value Dividend Fund | -4.66% | — | Mar 2005 | LBSAX vs SVAIX |
Other Mutual Funds from Columbia
The 10 most viewed Columbia mutual funds shown here include SLMCX, GSFTX, CDDYX and span 8 categories.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|---|---|
| Columbia Seligman Technology and Information Fund | Technology Equities | 95 | 52.83% | — | Jun 1983 | LBSAX vs SLMCX | |
| Columbia Dividend Income Fund | Large Cap Value Equities | 85 | 11.61% | — | Mar 1998 | LBSAX vs GSFTX | |
| Columbia Dividend Income Fund Institutional 3 Clas... | Large Cap Value Equities, Dividend | 86 | 11.70% | — | Nov 2012 | LBSAX vs CDDYX | |
| Columbia Seligman Global Technology Fund | Technology Equities | 94 | 51.82% | — | May 1994 | LBSAX vs SHGTX | |
| Columbia Global Technology Growth Fund Class A | Technology Equities, Large Cap Growth Equities | 62 | 26.44% | — | Nov 2000 | LBSAX vs CTCAX | |
| Columbia Global Technology Growth Fund | Technology Equities | 63 | 26.61% | — | Nov 2000 | LBSAX vs CMTFX | |
| Columbia Contrarian Core Fund | Large Cap Blend Equities | 46 | 10.38% | — | Dec 1992 | LBSAX vs SMGIX | |
| Columbia Balanced Fund | Diversified Portfolio | 51 | 6.67% | — | Sep 1991 | LBSAX vs CBALX | |
| Columbia Overseas Value Fund | Foreign Large Cap Equities | 42 | 6.61% | — | Mar 2008 | LBSAX vs COSZX | |
| Columbia Thermostat Fund | Tactical Allocation | 61 | 3.32% | — | Sep 2002 | LBSAX vs COTZX |
Often Compared With LBSAX
Investors most often compare LBSAX with SCHD, VOO, PEYAX. These 20 comparison targets span 10 categories, 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.
Pair LBSAX with funds that move differently
Columbia Dividend Income Fund Class A alternatives help with substitution. Diversifiers are the next step when you want funds with lower historical correlation to LBSAX.
Explore LBSAX Diversifiers