ClearBridge Mid Cap Growth Fund (LBGIX) belongs to the Mid Cap Growth Equities category. Below you'll find alternative mutual funds from the same category, ranked by key criteria, plus funds that investors commonly compare with LBGIX. Use the tables to find lower-cost options, better risk-adjusted returns, or a closer substitute for your current allocation.
Cheapest Alternatives to LBGIX
LBGIX charges 0.85% annually. There are 59 mutual funds in the Mid Cap Growth Equities category with lower expense ratios, going as low as 0.02%.
| Symbol | Name | Expense Ratio | AUM | Inception | |
|---|---|---|---|---|---|
| State Street Small/Mid Cap Equity Index Portfolio | 0.02% | — | Aug 2015 | LBGIX vs SSMHX | |
| Morgan Stanley Discovery Portfolio | 0.04% | — | Apr 2017 | LBGIX vs MMGPX | |
| Fidelity Mid Cap Growth Index Fund | 0.05% | — | Jul 2019 | LBGIX vs FMDGX | |
| Vanguard Mid-Cap Growth Index Fund Admiral Shares | 0.07% | 33.80B | Sep 2011 | LBGIX vs VMGMX | |
| Vanguard S&P Mid-Cap 400 Growth Index Fund Institu... | 0.08% | — | Mar 2011 | LBGIX vs VMFGX |
Best Risk-Adjusted Alternatives to LBGIX
LBGIX has a PortfoliosLab risk / return rank of 6. There are 109 mutual funds in the Mid Cap Growth Equities category with higher risk-adjusted ranks, going as high as 86.
| Symbol | Name | Risk / Return Rank | AUM | Inception | |
|---|---|---|---|---|---|
| Vanguard Capital Opportunity Fund Investor Shares | 86 | 31.20B | Aug 1995 | LBGIX vs VHCOX | |
| Needham Growth Fund | 78 | — | Jan 1996 | LBGIX vs NEEGX | |
| Timothy Plan Aggressive Growth Fund | 78 | — | Oct 2000 | LBGIX vs TAAGX | |
| PrimeCap Odyssey Aggressive Growth Fund | 77 | — | Nov 2004 | LBGIX vs POAGX | |
| Needham Growth Fund Institutional Class | 76 | — | Dec 2016 | LBGIX vs NEEIX |
Top Performing LBGIX Alternatives (YTD)
LBGIX is at 5.40% YTD. There are 97 mutual funds in the Mid Cap Growth Equities category with higher YTD returns, going as high as 44.89%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| Needham Growth Fund Institutional Class | 44.89% | — | Dec 2016 | LBGIX vs NEEIX | |
| Needham Growth Fund | 44.58% | — | Jan 1996 | LBGIX vs NEEGX | |
| Kinetics Spin-Off and Corporate Restructuring Fund | 37.54% | — | May 2007 | LBGIX vs LSHAX | |
| Timothy Plan Aggressive Growth Fund | 28.73% | — | Oct 2000 | LBGIX vs TAAGX | |
| Kinetics Paradigm Fund | 25.77% | — | Dec 1999 | LBGIX vs WWNPX |
Lowest Volatility Alternatives to LBGIX
LBGIX has 17.61% 1-year volatility. There are 64 mutual funds in the Mid Cap Growth Equities category with lower 1-year volatility, going as low as 10.68%.
| Symbol | Name | Volatility 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| BBH Select Series - Mid Cap Fund | 10.68% | — | May 2021 | LBGIX vs BBMIX | |
| Bright Rock Mid Cap Growth Fund | 12.31% | — | May 2010 | LBGIX vs BQMGX | |
| JPMorgan Mid Cap Equity Fund | 12.69% | — | Dec 1996 | LBGIX vs VSNGX | |
| Value Line Mid Cap Focused Fund | 13.49% | — | Mar 1950 | LBGIX vs VLIFX | |
| Sparrow Growth Fund | 13.52% | — | Oct 1998 | LBGIX vs SGFFX |
Lowest Drawdown Alternatives to LBGIX
LBGIX has a 1-year max drawdown of -14.18%. There are 80 mutual funds in the Mid Cap Growth Equities category with shallower 1-year drawdowns, going as shallow as -7.81%.
| Symbol | Name | Max Drawdown 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| Victory Munder Mid-Cap Core Growth Fund | -7.81% | — | Jun 1998 | LBGIX vs MGOYX | |
| JPMorgan Mid Cap Equity Fund | -8.24% | — | Dec 1996 | LBGIX vs VSNGX | |
| BBH Select Series - Mid Cap Fund | -8.89% | — | May 2021 | LBGIX vs BBMIX | |
| Guggenheim StylePlus - Mid Growth Fund | -9.17% | — | Sep 1969 | LBGIX vs SECUX | |
| Timothy Plan Aggressive Growth Fund | -9.37% | — | Oct 2000 | LBGIX vs TAAGX |
Other Mutual Funds from Franklin Templeton
The 10 most viewed Franklin Templeton mutual funds shown here include FKDNX, FKRCX, FKINX and span 9 categories.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|---|---|
| Franklin DynaTech Fund | Large Cap Growth Equities, Technology Equities | 14 | 8.94% | — | Jan 1968 | LBGIX vs FKDNX | |
| Franklin Gold and Precious Metals Fund | Gold, Precious Metals | 29 | -11.31% | — | May 1969 | LBGIX vs FKRCX | |
| Franklin Income Fund Class A1 | Diversified Portfolio | 85 | 4.80% | — | — | LBGIX vs FKINX | |
| Franklin Growth Fund | Large Cap Growth Equities | 25 | 7.17% | — | Apr 1948 | LBGIX vs FKGRX | |
| ClearBridge Energy Midstream Opportunity Fund | MLPs, Energy Equities | 42 | 23.18% | — | Jun 2011 | LBGIX vs EMO | |
| Franklin Rising Dividends Fund | Large Cap Blend Equities | 32 | 6.55% | — | Jan 1987 | LBGIX vs FRDPX | |
| ClearBridge Large Cap Growth Fund | Large Cap Growth Equities | 8 | 4.96% | — | Aug 1997 | LBGIX vs SBLGX | |
| Franklin Income Fund Advisor Class | Diversified Portfolio | 90 | 5.36% | — | Aug 1997 | LBGIX vs FRIAX | |
| ClearBridge Aggressive Growth Fund | Large Cap Blend Equities | 8 | 3.20% | — | Oct 1983 | LBGIX vs SHRAX | |
| Templeton Institutional Fund International Equity ... | Foreign Large Cap Equities | 53 | 16.06% | — | Oct 1990 | LBGIX vs TFEQX |
Often Compared With LBGIX
Investors most often compare LBGIX with VOO, IMIDX, PKSFX. These 19 comparison targets span 6 categories, based on PortfoliosLab usage data.
Compare LBGIX with Any Fund or Stock
Compare LBGIX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.
Pair LBGIX with funds that move differently
ClearBridge Mid Cap Growth Fund alternatives help with substitution. Diversifiers are the next step when you want funds with lower historical correlation to LBGIX.
Explore LBGIX Diversifiers