LBSCX

Active

Columbia Dividend Income Fund

Category: US Equity (9,528 funds)

Expense Ratio
1.15%
Annual Cost per $10K
$115.00
30-Year Fee Drag per $10K
$21,077
at 7% annual return
Fund Type
Mutual Fund
Active
Trailing 12-Month
+9.17%

Asset Allocation

US Equity
91%
Intl Equity
8%
Cash
2%

Fee Comparison

LBSCX
1.15%
US Equity average
1.06%
US Equity cheapest
0.00%
Index benchmark
0.03%

8% more expensive than category average

Historical Returns

Monthly total returns (dividends reinvested) from SEC N-PORT filings · As of August 2025 · Updated quarterly

+42.93%3Y
Compare to

Fee Impact Calculator

$
%
LBSCX at 1.15%$275,230
At index rates (0.03%)$377,424
Zero fees (theoretical)$380,613
Total fee drag$105,383
Cost vs index fund−$102,194

Similar Funds (100)

Ranked by allocation similarity weighted by fund size · Returns (dividends reinvested) from SEC N-PORT filings · As of August 2025

TickerNameER
LBSCXColumbia Dividend Income Fund1.15%
CDIRXColumbia Dividend Income Fund1.15%
JLGMXJPMorgan Large Cap Growth Fund0.94%
FBCCXFidelity Blue Chip Growth Fund0.97%
RICAXInvestment Co of America1.36%
OIEFXJPMorgan Equity Income Fund0.95%
JMUEXJPMorgan U.S. Equity Fund0.94%
FOCKXFidelity OTC Portfolio1.05%
MEIAXMFS Value Fund0.79%
MFEGXMFS Growth Fund0.83%
FKDNXFranklin Dynatech Fund0.82%
FMAEXFidelity Magellan Fund0.62%
VAFAXInvesco American Franchise Fund0.93%
FAGAXFidelity Advisor Growth Opportunities Fund0.74%
CCIFXColumbia Seligman Technology and Information Fund0.91%
TRVLXT. Rowe Price Value Fund, Inc.0.69%
JVMAXDisciplined Value Mid Cap Fund0.74%
UBVAXUndiscovered Managers Behavioral Value Fund1.24%
TRQZXT. Rowe Price Mid-Cap Growth Fund, Inc.0.61%
OAKMXOakmark Fund0.91%
PAFDXT. Rowe Price Equity Income Fund0.98%
SHISXBlackRock Health Sciences Opportunities Portfolio1.15%
GETGXVictory Sycamore Established Value Fund0.89%
HRCAXHarbor Capital Appreciation Fund0.92%
PAULXT. Rowe Price U.S. Large-Cap Core Fund, Inc.0.96%
JHQAXJPMorgan Hedged Equity Fund0.82%
FRDAXFranklin Rising Dividends Fund0.58%
PRDGXT. Rowe Price Dividend Growth Fund, Inc.0.64%
JGACXJPMorgan Growth Advantage Fund0.99%
FNITXFidelity Advisor New Insights Fund1.15%
PBCJXBlue Chip Fund0.92%
DAGVXBNY Mellon Dynamic Value Fund0.93%
FGSRXFranklin Growth Fund1.04%
MEFAXMassMutual Mid Cap Growth Fund1.11%
HDGFXTHE HARTFORD DIVIDEND AND GROWTH FUND0.63%
PNAIXT. Rowe Price All-Cap Opportunities Fund0.66%
MLRRXNYLI Winslow Large Cap Growth Fund0.79%
JMGFXJPMorgan Mid Cap Growth Fund1.09%
PGORXPutnam Large Cap Growth Fund0.93%
JSECXJPMorgan Small Cap Equity Fund1.24%
RTMTXTax-Managed U.S. Large Cap Fund0.81%
LSITXClearBridge Large Cap Growth Fund0.64%
LMPFXClearBridge Growth Fund1.13%
JGAQXJPMorgan Value Advantage Fund0.99%
POLRXPolen Growth Fund1.22%
GOGFXVictory Sycamore Small Company Opportunity Fund1.23%
BMGAXBlackRock Mid-Cap Growth Equity Portfolio0.71%
TRZVXT. Rowe Price Small-Cap Value Fund, Inc.0.64%
ASMMXInvesco Summit Fund1.23%
MRERXMFS Core Equity Fund0.88%
BSCUXBARON SMALL CAP FUND1.05%
DDFIXInvesco Diversified Dividend Fund1.07%
BARUXBARON ASSET FUND1.04%
XFBRXVIP Mid Cap Portfolio0.82%
SHAPXClearBridge Appreciation Fund0.91%
JCMAXJPMorgan Mid Cap Equity Fund1.09%
CSIEXCalvert Equity Fund0.90%
EPGAXFidelity Advisor Equity Growth Fund0.92%
PLVJXLargeCap Value Fund III0.94%
PRSCXT. Rowe Price Science & Technology Fund, Inc.0.79%
MFRFXMFS Research Fund0.77%
ESPAXAllspring Special Small Cap Value Fund1.17%
SVFIXSmead Value Fund0.90%
TQAIXT. Rowe Price Integrated U.S. Small-Cap Growth Equity Fund0.65%
JGAVXJPMorgan U.S. Value Fund0.94%
JENIXThe Jensen Quality Growth Fund Inc1.26%
PABVXMidCap Value Fund I1.19%
HCAFXTHE HARTFORD CAPITAL APPRECIATION FUND0.70%
ILGRXMacquarie Large Cap Growth Fund0.89%
CCASXCONESTOGA SMALL CAP FUND1.10%
FRURXFranklin Utilities Fund1.06%
HFMVXTHE HARTFORD MIDCAP FUND0.73%
SGRAXAllspring Growth Fund1.15%
FCPVXFidelity Small Cap Value Fund1.20%
HGOFXTHE HARTFORD GROWTH OPPORTUNITIES FUND0.73%
AQEAXColumbia Disciplined Core Fund0.94%
CSMUXCarillon Scout Mid Cap Fund0.85%
MXMGXEmpower T. Rowe Price Mid Cap Growth Fund1.02%
CSGAXColumbia Seligman Global Technology Fund1.00%
PARMXParnassus Mid Cap Fund0.95%
AASRXAmerican Beacon Small Cap Value Fund0.77%
AGRCXAB Growth Fund1.10%
FMILXFidelity New Millennium Fund0.76%
LGLOXLord Abbett Growth Leaders Fund0.59%
BASAXBrown Advisory Small-Cap Growth Fund0.96%
DLCZXDestinations Large Cap Equity Fund0.81%
CZMVXMulti-Manager Value Strategies Fund$1M min0.69%
JHDAXJPMorgan Hedged Equity 2 Fund0.85%
ATHGXHeritage Fund0.80%
LAFQXLORD ABBETT AFFILIATED FUND INC1.04%
PMEGXT. Rowe Price Institutional Mid-Cap Equity Growth Fund$1M min0.61%
JLCNXFundamental Large Cap Core Fund0.65%
WGROXWasatch Core Growth Fund1.17%
MSEGXGROWTH PORTFOLIO0.87%
FAMVXFAM VALUE FUND0.99%
FGSAXFederated Hermes MDT Mid Cap Growth Fund1.15%
LMOIXClearBridge Small Cap Growth Fund0.78%
LAMAXLord Abbett Dividend Growth Fund0.89%
FRAAXFranklin Growth Opportunities Fund0.68%
EMLPFirst Trust North American Energy Infrastructure Fund0.95%
GSMAXGoldman Sachs Small/Mid Cap Growth Fund1.25%

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