LBSAX Fund Comparisons

LBSAX is shown with FundQuant's current comparable-fund evidence. Current comparable funds include DGRO, DLN, VTV. FundQuant is educational research software and does not provide individualized investment advice.

Target Fund

Symbol
LBSAX
Name
Columbia Dividend Income Fund
Type
Mutual Fund
Originator
Columbia Threadneedle
Asset class
equity
Net expense ratio
0.9%
AUM
$47.2B

Comparable Funds

FundQuant reviewed 1,876 active searchable funds, 383 ETFs, 1,490 mutual funds and returned 3 comparable funds for LBSAX.

  1. DGRO - iShares Core Dividend Growth ETF (1940 Act ETF; BlackRock / iShares; equity; Closest Fit; fit score 90)
  2. DLN - WisdomTree U.S. LargeCap Dividend Fund (1940 Act ETF; WisdomTree; equity; Closest Fit; fit score 88)
  3. VTV - Vanguard Value Index Fund (1940 Act ETF; Vanguard; equity; Closest Fit; fit score 86)

FundQuant is educational research software. It does not provide individualized investment, tax, legal, or financial advice.

https://fundquant.org/funds/LBSAX/comps