ClearBridge Small Cap Growth Fund (SASMX) Alternatives
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 funds that fit a different role in your portfolio.
Cheapest Alternatives to SASMX
SASMX charges 1.16% annually. Among mutual funds in the Small Cap Growth Equities category, these options have the lowest expense ratios among SASMX alternatives.
| Symbol | Name | Expense Ratio | Inception | |
|---|---|---|---|---|
| Fidelity Small Cap Growth Index Fund | 0.05% | Jul 11, 2019 | SASMX vs FECGX | |
| Vanguard Small-Cap Growth Index Fund Institutional... | 0.06% | May 24, 2000 | SASMX vs VSGIX | |
| Vanguard Small-Cap Growth Index Fund Admiral Share... | 0.07% | Sep 27, 2011 | SASMX vs VSGAX | |
| Vanguard Russell 2000 Growth Index Fund Institutio... | 0.08% | May 25, 2011 | SASMX vs VRTGX | |
| Vanguard Small Cap Growth Index Fund | 0.19% | May 21, 1998 | SASMX vs VISGX |
Best Risk-Adjusted Alternatives to SASMX
Among mutual funds in the Small 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 | |
|---|---|---|---|---|
| Needham Aggressive Growth Fund Institutional Class | 91 | Dec 30, 2016 | SASMX vs NEAIX | |
| Needham Aggressive Growth Fund | 90 | Sep 4, 2001 | SASMX vs NEAGX | |
| Driehaus Micro Cap Growth Fund | 86 | Nov 18, 2013 | SASMX vs DMCRX | |
| Oberweis Micro Cap Fund | 86 | Dec 29, 1995 | SASMX vs OBMCX | |
| Hood River Small-Cap Growth Fund | 83 | Jan 2, 2003 | SASMX vs HRSMX |
Top Performing SASMX Alternatives (YTD)
SASMX alternatives from the Small Cap Growth Equities category, sorted by year-to-date return.
| Symbol | Name | YTD Return | Inception | |
|---|---|---|---|---|
| Kinetics Small Cap Opportunities Fund | 29.72% | Mar 20, 2000 | SASMX vs KSCOX | |
| Kinetics Small Capital Opportunities Advisor Fund ... | 29.65% | Dec 31, 2001 | SASMX vs KSOAX | |
| Needham Small Cap Growth Fund Institutional | 9.63% | Dec 30, 2016 | SASMX vs NESIX | |
| Needham Small Cap Growth Fund | 9.51% | May 22, 2002 | SASMX vs NESGX | |
| Oberweis Micro Cap Fund | 8.96% | Dec 29, 1995 | SASMX vs OBMCX |
Lowest Volatility Alternatives to SASMX
SASMX alternatives from the Small Cap Growth Equities category, sorted by annualized volatility over the past year.
| Symbol | Name | Volatility 1Y | Inception | |
|---|---|---|---|---|
| Empiric 2500 Fund | 17.35% | Nov 6, 1995 | SASMX vs EMCAX | |
| Calvert Small/Mid-Cap Fund Class I | 19.19% | Jul 29, 2011 | SASMX vs CMCIX | |
| Value Line Small Cap Opportunities Fund | 19.58% | Jun 23, 1993 | SASMX vs VLEOX | |
| Virtus KAR Small-Cap Value Fund | 19.65% | Jun 28, 2006 | SASMX vs PXQSX | |
| Eaton Vance Small-Cap Fund | 19.66% | Jan 2, 1997 | SASMX vs ETEGX |
Lowest Drawdown Alternatives to SASMX
SASMX alternatives from the Small Cap Growth Equities category, sorted by maximum drawdown over the past year.
| Symbol | Name | Max Drawdown 1Y | Inception | |
|---|---|---|---|---|
| Empiric 2500 Fund | -10.15% | Nov 6, 1995 | SASMX vs EMCAX | |
| Value Line Small Cap Opportunities Fund | -10.86% | Jun 23, 1993 | SASMX vs VLEOX | |
| Ranger Micro Cap Fund | -11.77% | Jun 6, 2018 | SASMX vs RFIMX | |
| Saratoga Small Capitalization Portfolio | -11.83% | Sep 1, 1994 | SASMX vs SSCPX | |
| Calamos Timpani Small Cap Growth Fund | -12.38% | Mar 23, 2011 | SASMX vs CTSIX |
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 | SASMX vs FKDNX | |
| Franklin Gold and Precious Metals Fund | Precious Metals | 94 | -2.21% | May 18, 1969 | SASMX vs FKRCX | |
| Franklin Income Fund Class A1 | Diversified Portfolio | 82 | 2.15% | — | SASMX vs FKINX | |
| Franklin Growth Fund | Large Cap Growth Equities | 30 | -8.53% | Apr 1, 1948 | SASMX vs FKGRX | |
| Franklin Rising Dividends Fund | Large Cap Blend Equities | 28 | -4.58% | Jan 14, 1987 | SASMX vs FRDPX | |
| ClearBridge Energy Midstream Opportunity Fund | MLPs, Energy Equities | 42 | 20.88% | Jun 10, 2011 | SASMX vs EMO | |
| ClearBridge Large Cap Growth Fund | Large Cap Growth Equities | 7 | -12.79% | Aug 29, 1997 | SASMX vs SBLGX | |
| ClearBridge Aggressive Growth Fund | Large Cap Blend Equities | 18 | -10.22% | Oct 24, 1983 | SASMX vs SHRAX | |
| Franklin Income Fund Advisor Class | Diversified Portfolio | 86 | 2.21% | Aug 28, 1997 | SASMX vs FRIAX | |
| ClearBridge Appreciation Fund | Large Cap Blend Equities | 35 | -6.24% | Mar 10, 1970 | SASMX vs SHAPX |
Often Compared With SASMX
What investors most often compare with SASMX, based on PortfoliosLab usage data.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | Inception | |
|---|---|---|---|---|---|---|
| iShares S&P SmallCap 600 Value ETF | Small Cap Value Equities | 61 | 4.34% | Jul 24, 2000 | SASMX vs IJS | |
| iShares S&P SmallCap 600 Growth ETF | Small Cap Growth Equities | 50 | 2.67% | Jul 24, 2000 | SASMX vs IJT | |
| Vanguard S&P 500 ETF | S&P 500 | 65 | -4.42% | Sep 7, 2010 | SASMX vs VOO | |
| iShares Russell 2000 ETF | Small Cap Blend Equities | 69 | 0.93% | May 22, 2000 | SASMX vs IWM | |
| Invesco EQV European Small Company Fund | Europe Equities | 21 | -4.07% | Aug 30, 2000 | SASMX vs ESMAX | |
| State Street SPDR S&P 500 ETF | S&P 500 | 64 | -4.37% | Jan 22, 1993 | SASMX vs SPY | |
| Fidelity 500 Index Fund | S&P 500 | 46 | -7.05% | Feb 17, 1988 | SASMX vs FXAIX | |
| Putnam Small Cap Growth Fund | Small Cap Growth Equities | 29 | -5.03% | Dec 31, 1997 | SASMX vs PNSAX |
Compare SASMX with Any Fund or Stock
Compare SASMX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.