ClearBridge Mid Cap Growth Fund (LBGIX) Alternatives
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 funds that fit a different role in your portfolio.
Cheapest Alternatives to LBGIX
LBGIX charges 0.85% annually. Among mutual funds in the Mid Cap Growth Equities category, these options have the lowest expense ratios among LBGIX alternatives.
| Symbol | Name | Expense Ratio | Inception | |
|---|---|---|---|---|
| State Street Small/Mid Cap Equity Index Portfolio | 0.02% | Aug 11, 2015 | LBGIX vs SSMHX | |
| Fidelity Extended Market Index Fund | 0.04% | — | LBGIX vs FSMAX | |
| Morgan Stanley Discovery Portfolio | 0.04% | Apr 30, 2017 | LBGIX vs MMGPX | |
| Fidelity Mid Cap Growth Index Fund | 0.05% | Jul 11, 2019 | LBGIX vs FMDGX | |
| Vanguard Mid-Cap Growth Index Fund Admiral Shares | 0.07% | Sep 27, 2011 | LBGIX vs VMGMX |
Best Risk-Adjusted Alternatives to LBGIX
Among mutual funds in the Mid Cap Growth 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 | |
|---|---|---|---|---|
| Timothy Plan Aggressive Growth Fund | 90 | Oct 5, 2000 | LBGIX vs TAAGX | |
| Needham Growth Fund | 79 | Jan 2, 1996 | LBGIX vs NEEGX | |
| Tanaka Growth Fund | 74 | Dec 30, 1998 | LBGIX vs TGFRX | |
| Calamos Timpani SMID Growth Fund | 73 | Jul 31, 2019 | LBGIX vs CTIGX | |
| Baron Focused Growth Fund Institutional Shares | 71 | May 29, 2009 | LBGIX vs BFGIX |
Top Performing LBGIX Alternatives (YTD)
LBGIX alternatives from the Mid Cap Growth Equities category, sorted by year-to-date return.
| Symbol | Name | YTD Return | Inception | |
|---|---|---|---|---|
| Kinetics Spin-Off and Corporate Restructuring Fund | 50.22% | May 4, 2007 | LBGIX vs LSHAX | |
| Kinetics Paradigm Fund | 36.66% | Dec 31, 1999 | LBGIX vs WWNPX | |
| Kinetics Market Opportunities Fund No Load Class | 20.82% | Jan 31, 2006 | LBGIX vs KMKNX | |
| Kinetics Market Opportunities Fund | 20.74% | Jan 31, 2006 | LBGIX vs KMKAX | |
| Needham Growth Fund | 10.46% | Jan 2, 1996 | LBGIX vs NEEGX |
Lowest Volatility Alternatives to LBGIX
LBGIX alternatives from the Mid Cap Growth Equities category, sorted by annualized volatility over the past year.
| Symbol | Name | Volatility 1Y | Inception | |
|---|---|---|---|---|
| Royce International Premier Fund Institutional Cla... | 13.61% | — | LBGIX vs RIPIX | |
| Bright Rock Mid Cap Growth Fund | 15.91% | May 26, 2010 | LBGIX vs BQMGX | |
| Villere Equity Fund | 16.28% | May 31, 2013 | LBGIX vs VLEQX | |
| Value Line Mid Cap Focused Fund | 16.90% | Mar 1, 1950 | LBGIX vs VLIFX | |
| JPMorgan Mid Cap Equity Fund | 17.58% | Dec 31, 1996 | LBGIX vs VSNGX |
Lowest Drawdown Alternatives to LBGIX
LBGIX alternatives from the Mid Cap Growth Equities category, sorted by maximum drawdown over the past year.
| Symbol | Name | Max Drawdown 1Y | Inception | |
|---|---|---|---|---|
| Baron Asset Fund Institutional Class | -11.12% | May 29, 2009 | LBGIX vs BARIX | |
| Baron Asset Fund | -11.12% | Jun 12, 1987 | LBGIX vs BARAX | |
| Virtus KAR Small-Cap Core Fund | -11.21% | Oct 18, 1996 | LBGIX vs PKSFX | |
| FAM Value Fund | -11.38% | Jan 2, 1987 | LBGIX vs FAMVX | |
| Villere Equity Fund | -11.43% | May 31, 2013 | LBGIX vs VLEQX |
Other Mutual Funds from Franklin Templeton
Most popular Franklin Templeton mutual funds on PortfoliosLab, across asset classes.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | Inception | |
|---|---|---|---|---|---|---|
| Franklin DynaTech Fund | Large Cap Growth Equities | 21 | -15.24% | Jan 2, 1968 | LBGIX vs FKDNX | |
| Franklin Gold and Precious Metals Fund | Precious Metals | 94 | -2.21% | May 18, 1969 | LBGIX vs FKRCX | |
| Franklin Income Fund Class A1 | Diversified Portfolio | 82 | 2.15% | — | LBGIX vs FKINX | |
| Franklin Growth Fund | Large Cap Growth Equities | 30 | -8.53% | Apr 1, 1948 | LBGIX vs FKGRX | |
| Franklin Rising Dividends Fund | Large Cap Blend Equities | 28 | -4.58% | Jan 14, 1987 | LBGIX vs FRDPX | |
| ClearBridge Energy Midstream Opportunity Fund | MLPs, Energy Equities | 42 | 20.88% | Jun 10, 2011 | LBGIX vs EMO | |
| ClearBridge Large Cap Growth Fund | Large Cap Growth Equities | 7 | -12.79% | Aug 29, 1997 | LBGIX vs SBLGX | |
| ClearBridge Aggressive Growth Fund | Large Cap Blend Equities | 18 | -10.22% | Oct 24, 1983 | LBGIX vs SHRAX | |
| Franklin Income Fund Advisor Class | Diversified Portfolio | 86 | 2.21% | Aug 28, 1997 | LBGIX vs FRIAX | |
| ClearBridge Appreciation Fund | Large Cap Blend Equities | 35 | -6.24% | Mar 10, 1970 | LBGIX vs SHAPX |
Often Compared With LBGIX
What investors most often compare with LBGIX, based on PortfoliosLab usage data.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | Inception | |
|---|---|---|---|---|---|---|
| Vanguard S&P 500 ETF | S&P 500 | 65 | -4.42% | Sep 7, 2010 | LBGIX vs VOO | |
| Congress Mid Cap Growth Fund | Mid Cap Growth Equities | 9 | -2.83% | Oct 31, 2012 | LBGIX vs IMIDX |
Compare LBGIX with Any Fund or Stock
Compare LBGIX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.