ClearBridge Small Cap Fund (LMASX) belongs to the Small Cap Blend Equities category. Below you'll find alternative mutual funds from the same category, ranked by key criteria, plus funds that investors commonly compare with LMASX. Use the tables to find lower-cost options, better risk-adjusted returns, or a closer substitute for your current allocation.
Cheapest Alternatives to LMASX
LMASX charges 1.85% annually. There are 166 mutual funds in the Small Cap Blend Equities category with lower expense ratios, going as low as 0.03%.
| Symbol | Name | Expense Ratio | AUM | Inception | |
|---|---|---|---|---|---|
| Fidelity Small Cap Index Fund | 0.03% | — | Sep 2011 | LMASX vs FSSNX | |
| Vanguard Small-Cap Index Fund Institutional Plus S... | 0.03% | — | Dec 2010 | LMASX vs VSCPX | |
| Vanguard Small-Cap Index Fund Institutional Shares | 0.03% | 182.70B | Jul 1997 | LMASX vs VSCIX | |
| Schwab Small-Cap Index Fund-Select Shares | 0.04% | 7.67B | May 1997 | LMASX vs SWSSX | |
| Vanguard Small-Cap Index Fund Admiral Shares | 0.05% | 182.70B | Nov 2000 | LMASX vs VSMAX |
Best Risk-Adjusted Alternatives to LMASX
LMASX has a PortfoliosLab risk / return rank of 46. There are 134 mutual funds in the Small Cap Blend Equities category with higher risk-adjusted ranks, going as high as 93.
| Symbol | Name | Risk / Return Rank | AUM | Inception | |
|---|---|---|---|---|---|
| TETON Westwood SmallCap Equity Fund | 93 | — | Apr 1997 | LMASX vs WESCX | |
| Keeley Small Cap Fund Class Institutional | 93 | — | Apr 1997 | LMASX vs WWSIX | |
| Glenmede Quantitative U.S. Small Cap Equity Portfo... | 92 | — | Nov 2017 | LMASX vs GQSCX | |
| River Oak Discovery Fund | 91 | — | Jun 2005 | LMASX vs RIVSX | |
| MainStay WMC Small Companies Fund | 90 | — | Jan 1987 | LMASX vs MOPIX |
Top Performing LMASX Alternatives (YTD)
LMASX is at 15.43% YTD. There are 141 mutual funds in the Small Cap Blend Equities category with higher YTD returns, going as high as 39.59%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| Paradigm Micro-cap Fund | 39.59% | — | Dec 2007 | LMASX vs PVIVX | |
| Royce Micro Cap Series Fund | 39.28% | — | Dec 1991 | LMASX vs RYOTX | |
| River Oak Discovery Fund | 31.64% | — | Jun 2005 | LMASX vs RIVSX | |
| Keeley Small Cap Fund Class Institutional | 31.01% | — | Apr 1997 | LMASX vs WWSIX | |
| TETON Westwood SmallCap Equity Fund | 30.82% | — | Apr 1997 | LMASX vs WESCX |
Lowest Volatility Alternatives to LMASX
LMASX has 16.96% 1-year volatility. There are 31 mutual funds in the Small Cap Blend Equities category with lower 1-year volatility, going as low as 13.92%.
| Symbol | Name | Volatility 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| Hennessy Cornerstone Growth Fund | 13.92% | — | Nov 1996 | LMASX vs HFCGX | |
| DFA International Small Company Portfolio | 14.34% | 15.72B | Sep 1996 | LMASX vs DFISX | |
| Copeland SMID Cap Dividend Growth Fund | 14.58% | — | Feb 2017 | LMASX vs CSMDX | |
| DWS Small Cap Core Fund | 15.01% | — | Jul 2000 | LMASX vs SSLCX | |
| Boston Trust Small Cap Fund | 15.11% | — | — | LMASX vs BOSOX |
Lowest Drawdown Alternatives to LMASX
LMASX has a 1-year max drawdown of -10.05%. There are 81 mutual funds in the Small Cap Blend Equities category with shallower 1-year drawdowns, going as shallow as -7.63%.
| Symbol | Name | Max Drawdown 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| Voya Index Plus SmallCap Portfolio | -7.63% | — | Dec 1997 | LMASX vs IPSIX | |
| Hennessy Cornerstone Growth Fund | -7.82% | — | Nov 1996 | LMASX vs HFCGX | |
| Vanguard Strategic Small-Cap Equity Fund | -8.08% | 2.90B | Apr 2006 | LMASX vs VSTCX | |
| DFA U.S. Micro Cap Portfolio | -8.17% | 7.82B | Dec 1981 | LMASX vs DFSCX | |
| Sit Small Cap Dividend Growth Fund | -8.22% | — | Mar 2015 | LMASX vs SSCDX |
Other Mutual Funds from Legg Mason
The 10 most viewed Legg Mason mutual funds shown here include LCSMX, LCSSX, LMISX and span 9 categories.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|---|---|
| Martin Currie SMA-Shares Series EM Fund | Emerging Markets Diversified | 90 | 45.45% | — | Jan 2018 | LMASX vs LCSMX | |
| ClearBridge Select Fund | Mid Cap Growth Equities | 12 | 5.39% | — | Nov 2012 | LMASX vs LCSSX | |
| Franklin U.S. Large Cap Equity Fund | Large Cap Blend Equities | 81 | 12.15% | — | Apr 2008 | LMASX vs LMISX | |
| Western Asset Ultra-Short Income Fund | Ultrashort Bond | 98 | 1.34% | — | Jun 1992 | LMASX vs ARMGX | |
| ClearBridge Sustainability Leaders Fund | Large Cap Blend Equities | 46 | 11.56% | — | Mar 2015 | LMASX vs LCILX | |
| BrandywineGLOBAL - Global Opportunities Bond Fund | Global Bonds | 13 | 2.10% | — | Oct 2006 | LMASX vs GOBSX | |
| Western Asset SMASh Series M Fund | Intermediate Core-Plus Bond | 61 | 1.33% | — | Dec 2006 | LMASX vs LMSMX | |
| ClearBridge Value Trust | Large Cap Value Equities | 63 | 12.81% | — | Apr 1982 | LMASX vs LMVTX | |
| ClearBridge Global Infrastructure Income Fund | Energy Equities | 68 | 13.38% | — | Mar 2016 | LMASX vs RGSVX | |
| Franklin International Equity Fund | Foreign Large Cap Equities | 36 | 9.97% | — | Feb 1995 | LMASX vs LMGEX |
Often Compared With LMASX
Investors most often compare LMASX with QQQ, LMGTX, HASCX. These 16 comparison targets span 3 categories, based on PortfoliosLab usage data.
Compare LMASX with Any Fund or Stock
Compare LMASX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.
Pair LMASX with funds that move differently
ClearBridge Small Cap Fund alternatives help with substitution. Diversifiers are the next step when you want funds with lower historical correlation to LMASX.
Explore LMASX Diversifiers