ClearBridge Small Cap Fund (LMASX) Alternatives
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 funds that fit a different role in your portfolio.
Cheapest Alternatives to LMASX
LMASX charges 1.85% annually. Among mutual funds in the Small Cap Blend Equities category, these options have the lowest expense ratios among LMASX alternatives.
| Symbol | Name | Expense Ratio | Inception | |
|---|---|---|---|---|
| Fidelity Small Cap Index Fund | 0.03% | Sep 8, 2011 | LMASX vs FSSNX | |
| Vanguard Small-Cap Index Fund Institutional Plus S... | 0.03% | Dec 17, 2010 | LMASX vs VSCPX | |
| Vanguard Small-Cap Index Fund Institutional Shares | 0.04% | Jul 7, 1997 | LMASX vs VSCIX | |
| Schwab Small-Cap Index Fund-Select Shares | 0.04% | May 19, 1997 | LMASX vs SWSSX | |
| Vanguard Small-Cap Index Fund Admiral Shares | 0.05% | Nov 13, 2000 | LMASX vs VSMAX |
Best Risk-Adjusted Alternatives to LMASX
Among mutual funds in the Small Cap Blend 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 | |
|---|---|---|---|---|
| Auer Growth Fund | 92 | Dec 28, 2007 | LMASX vs AUERX | |
| DFA International Small Company Portfolio | 89 | Sep 30, 1996 | LMASX vs DFISX | |
| Royce Micro Cap Series Fund | 86 | Dec 31, 1991 | LMASX vs RYOTX | |
| TETON Westwood SmallCap Equity Fund | 85 | Apr 15, 1997 | LMASX vs WESCX | |
| Fidelity Series Small Cap Opportunities Fund | 81 | Mar 22, 2007 | LMASX vs FSOPX |
Top Performing LMASX Alternatives (YTD)
LMASX alternatives from the Small Cap Blend Equities category, sorted by year-to-date return.
| Symbol | Name | YTD Return | Inception | |
|---|---|---|---|---|
| Harbor Small Cap Value Fund | 11.47% | Dec 14, 2001 | LMASX vs HASCX | |
| TETON Westwood SmallCap Equity Fund | 9.67% | Apr 15, 1997 | LMASX vs WESCX | |
| Royce Micro Cap Series Fund | 9.23% | Dec 31, 1991 | LMASX vs RYOTX | |
| River Oak Discovery Fund | 7.17% | Jun 30, 2005 | LMASX vs RIVSX | |
| 1290 GAMCO Small/Mid Cap Value Fund | 6.91% | Nov 12, 2014 | LMASX vs TNVIX |
Lowest Volatility Alternatives to LMASX
LMASX alternatives from the Small Cap Blend Equities category, sorted by annualized volatility over the past year.
| Symbol | Name | Volatility 1Y | Inception | |
|---|---|---|---|---|
| DFA International Small Company Portfolio | 15.63% | Sep 30, 1996 | LMASX vs DFISX | |
| DWS Small Cap Core Fund | 17.61% | Jul 14, 2000 | LMASX vs SSLCX | |
| Hennessy Cornerstone Growth Fund | 18.58% | Nov 1, 1996 | LMASX vs HFCGX | |
| Boston Trust Small Cap Fund | 19.02% | — | LMASX vs BOSOX | |
| Copeland SMID Cap Dividend Growth Fund | 19.41% | Feb 27, 2017 | LMASX vs CSMDX |
Lowest Drawdown Alternatives to LMASX
LMASX alternatives from the Small Cap Blend Equities category, sorted by maximum drawdown over the past year.
| Symbol | Name | Max Drawdown 1Y | Inception | |
|---|---|---|---|---|
| DWS Small Cap Core Fund | -10.06% | Jul 14, 2000 | LMASX vs SSLCX | |
| TETON Westwood Mighty Mites Fund | -11.39% | May 11, 1998 | LMASX vs WEMMX | |
| Cambiar Small Cap Fund | -11.67% | Aug 31, 2004 | LMASX vs CAMSX | |
| Virtus Small-Cap Fund | -11.76% | Jul 1, 2013 | LMASX vs AZBIX | |
| Boston Trust Small Cap Fund | -11.89% | — | LMASX vs BOSOX |
Other Mutual Funds from Legg Mason
Most popular Legg Mason mutual funds on PortfoliosLab, across asset classes.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | Inception | |
|---|---|---|---|---|---|---|
| ClearBridge Select Fund | Mid Cap Growth Equities | 15 | -7.82% | Nov 30, 2012 | LMASX vs LCSSX | |
| Western Asset Ultra-Short Income Fund | Ultrashort Bond | 99 | 0.39% | Jun 22, 1992 | LMASX vs ARMGX | |
| BrandywineGLOBAL - Global Opportunities Bond Fund | Global Bonds | 25 | -2.91% | Oct 31, 2006 | LMASX vs GOBSX | |
| ClearBridge Value Trust | Large Cap Value Equities | 27 | 0.99% | Apr 16, 1982 | LMASX vs LMVTX | |
| ClearBridge Sustainability Leaders Fund | Large Cap Blend Equities | 40 | -3.25% | Mar 31, 2015 | LMASX vs LCILX | |
| Martin Currie SMA-Shares Series EM Fund | Emerging Markets Diversified | 97 | 11.23% | Jan 9, 2018 | LMASX vs LCSMX | |
| Franklin U.S. Large Cap Equity Fund | Large Cap Blend Equities | 65 | -4.28% | Apr 30, 2008 | LMASX vs LMISX | |
| ClearBridge International Growth Fund | Foreign Large Cap Equities | 19 | -4.31% | Apr 16, 1995 | LMASX vs LMGTX | |
| Western Asset SMASh Series M Fund | Intermediate Core-Plus Bond | 52 | 0.56% | Dec 27, 2006 | LMASX vs LMSMX | |
| Franklin International Equity Fund | Foreign Large Cap Equities | 62 | 0.68% | Feb 17, 1995 | LMASX vs LMGEX |
Often Compared With LMASX
What investors most often compare with LMASX, based on PortfoliosLab usage data.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | Inception | |
|---|---|---|---|---|---|---|
| Invesco QQQ ETF | Large Cap Growth Equities | 65 | -4.76% | Mar 10, 1999 | LMASX vs QQQ | |
| T. Rowe Price Small-Cap Value Fund | Small Cap Blend Equities | 81 | 3.77% | Jun 30, 1988 | LMASX vs PRSVX | |
| TIAA-CREF Small-Cap Blend Index Fund | Small Cap Blend Equities | 59 | 0.89% | Oct 1, 2002 | LMASX vs TISBX |
Compare LMASX with Any Fund or Stock
Compare LMASX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.