ClearBridge Small Cap Growth Fund (SASMX) belongs to the Small 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 SASMX. Use the tables to find lower-cost options, better risk-adjusted returns, or a closer substitute for your current allocation.
Cheapest Alternatives to SASMX
SASMX charges 1.16% annually. There are 99 mutual funds in the Small Cap Growth Equities category with lower expense ratios, going as low as 0.05%.
| Symbol | Name | Expense Ratio | AUM | Inception | |
|---|---|---|---|---|---|
| Fidelity Small Cap Growth Index Fund | 0.05% | — | Jul 2019 | SASMX vs FECGX | |
| Vanguard Small-Cap Growth Index Fund Institutional... | 0.06% | 45.50B | May 2000 | SASMX vs VSGIX | |
| Vanguard Small-Cap Growth Index Fund Admiral Share... | 0.07% | 45.50B | Sep 2011 | SASMX vs VSGAX | |
| Vanguard Russell 2000 Growth Index Fund Institutio... | 0.08% | — | May 2011 | SASMX vs VRTGX | |
| Vanguard Small Cap Growth Index Fund | 0.19% | — | May 1998 | SASMX vs VISGX |
Best Risk-Adjusted Alternatives to SASMX
SASMX has a PortfoliosLab risk / return rank of 28. There are 120 mutual funds in the Small Cap Growth Equities category with higher risk-adjusted ranks, going as high as 95.
| Symbol | Name | Risk / Return Rank | AUM | Inception | |
|---|---|---|---|---|---|
| Needham Small Cap Growth Fund Institutional | 95 | — | Dec 2016 | SASMX vs NESIX | |
| Needham Small Cap Growth Fund | 95 | — | May 2002 | SASMX vs NESGX | |
| Needham Aggressive Growth Fund Institutional Class | 93 | — | Dec 2016 | SASMX vs NEAIX | |
| Needham Aggressive Growth Fund | 93 | — | Sep 2001 | SASMX vs NEAGX | |
| Oberweis Micro Cap Fund | 92 | — | Dec 1995 | SASMX vs OBMCX |
Top Performing SASMX Alternatives (YTD)
SASMX is at 17.29% YTD. There are 95 mutual funds in the Small Cap Growth Equities category with higher YTD returns, going as high as 83.93%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| Needham Small Cap Growth Fund Institutional | 83.93% | — | Dec 2016 | SASMX vs NESIX | |
| Needham Small Cap Growth Fund | 83.39% | — | May 2002 | SASMX vs NESGX | |
| Needham Aggressive Growth Fund Institutional Class | 64.46% | — | Dec 2016 | SASMX vs NEAIX | |
| Needham Aggressive Growth Fund | 64.16% | — | Sep 2001 | SASMX vs NEAGX | |
| Oberweis Micro Cap Fund | 52.27% | — | Dec 1995 | SASMX vs OBMCX |
Lowest Volatility Alternatives to SASMX
SASMX has 21.14% 1-year volatility. There are 81 mutual funds in the Small Cap Growth Equities category with lower 1-year volatility, going as low as 14.48%.
| Symbol | Name | Volatility 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| Empiric 2500 Fund | 14.48% | — | Nov 1995 | SASMX vs EMCAX | |
| Calvert Small/Mid-Cap Fund Class I | 15.39% | — | Jul 2011 | SASMX vs CMCIX | |
| Eaton Vance Small-Cap Fund | 16.28% | — | Jan 1997 | SASMX vs ETEGX | |
| Neuberger Berman Genesis Fund | 16.32% | — | Sep 1988 | SASMX vs NBGNX | |
| Neuberger Berman Genesis Fund Institutional Class | 16.32% | — | Jul 1999 | SASMX vs NBGIX |
Lowest Drawdown Alternatives to SASMX
SASMX has a 1-year max drawdown of -13.85%. There are 99 mutual funds in the Small Cap Growth Equities category with shallower 1-year drawdowns, going as shallow as -7.08%.
| Symbol | Name | Max Drawdown 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| Dana Epiphany ESG Small Cap Equity Fund | -7.08% | — | Nov 2015 | SASMX vs DSCIX | |
| Rydex S&P SmallCap 600 Pure Growth Fund | -8.49% | — | Feb 2004 | SASMX vs RYWCX | |
| WesMark Small Company Fund | -8.50% | — | Dec 1993 | SASMX vs WMKSX | |
| Empiric 2500 Fund | -8.60% | — | Nov 1995 | SASMX vs EMCAX | |
| Ranger Micro Cap Fund | -9.11% | — | Jun 2018 | SASMX vs RFIMX |
Other Mutual Funds from Franklin Templeton
The 10 most viewed Franklin Templeton mutual funds shown here include FKDNX, FKRCX, FKINX and span 8 categories.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|---|---|
| Franklin DynaTech Fund | Large Cap Growth Equities, Technology Equities | 19 | 10.18% | — | Jan 1968 | SASMX vs FKDNX | |
| Franklin Gold and Precious Metals Fund | Gold, Precious Metals | 34 | -1.84% | — | May 1969 | SASMX vs FKRCX | |
| Franklin Income Fund Class A1 | Diversified Portfolio | 82 | 4.34% | — | — | SASMX vs FKINX | |
| Franklin Growth Fund | Large Cap Growth Equities | 24 | 4.76% | — | Apr 1948 | SASMX vs FKGRX | |
| ClearBridge Energy Midstream Opportunity Fund | MLPs, Energy Equities | 23 | 16.33% | — | Jun 2011 | SASMX vs EMO | |
| Franklin Rising Dividends Fund | Large Cap Blend Equities | 32 | 5.20% | — | Jan 1987 | SASMX vs FRDPX | |
| ClearBridge Large Cap Growth Fund | Large Cap Growth Equities | 7 | 1.54% | — | Aug 1997 | SASMX vs SBLGX | |
| ClearBridge Aggressive Growth Fund | Large Cap Blend Equities | 7 | 1.90% | — | Oct 1983 | SASMX vs SHRAX | |
| Franklin Income Fund Advisor Class | Diversified Portfolio | 87 | 4.46% | — | Aug 1997 | SASMX vs FRIAX | |
| ClearBridge Appreciation Fund | Large Cap Blend Equities | 31 | 4.32% | — | Mar 1970 | SASMX vs SHAPX |
Often Compared With SASMX
Investors most often compare SASMX with IJT, IJS, ESMAX. These 20 comparison targets span 5 categories, based on PortfoliosLab usage data.
Compare SASMX with Any Fund or Stock
Compare SASMX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.
Pair SASMX with funds that move differently
ClearBridge Small Cap Growth Fund alternatives help with substitution. Diversifiers are the next step when you want funds with lower historical correlation to SASMX.
Explore SASMX Diversifiers