ClearBridge Large Cap Growth Fund (SBLGX) belongs to the Large 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 SBLGX. Use the tables to find lower-cost options, better risk-adjusted returns, or a closer substitute for your current allocation.
Cheapest Alternatives to SBLGX
SBLGX charges 0.99% annually. There are 286 mutual funds in the Large Cap Growth Equities category with lower expense ratios, going as low as 0.03%.
| Symbol | Name | Expense Ratio | AUM | Inception | |
|---|---|---|---|---|---|
| Vanguard Growth Index Fund Institutional Shares | 0.03% | 378.80B | May 1998 | SBLGX vs VIGIX | |
| Schwab U.S. Large-Cap Growth Index Fund | 0.04% | 4.75B | Dec 2017 | SBLGX vs SWLGX | |
| Fidelity Large Cap Growth Index Fund | 0.04% | — | — | SBLGX vs FSPGX | |
| Vanguard Russell 1000 Growth Index Fund Institutio... | 0.05% | — | Dec 2010 | SBLGX vs VRGWX | |
| Vanguard Growth Index Fund Admiral Shares | 0.05% | 378.80B | Nov 2000 | SBLGX vs VIGAX |
Best Risk-Adjusted Alternatives to SBLGX
SBLGX has a PortfoliosLab risk / return rank of 10. There are 341 mutual funds in the Large Cap Growth Equities category with higher risk-adjusted ranks, going as high as 95.
| Symbol | Name | Risk / Return Rank | AUM | Inception | |
|---|---|---|---|---|---|
| Davis New York Venture Fund Class Y | 95 | — | Feb 1969 | SBLGX vs DNVYX | |
| Vanguard PRIMECAP Fund Investor Shares | 93 | 96.10B | Nov 1984 | SBLGX vs VPMCX | |
| Vanguard Capital Opportunity Fund Admiral Shares | 88 | 32.70B | Nov 2001 | SBLGX vs VHCAX | |
| Fidelity Stock Selector All Cap Fund | 87 | — | Sep 1990 | SBLGX vs FDSSX | |
| Fidelity Advisor Stock Selector All Cap Fund Class... | 87 | — | Aug 2013 | SBLGX vs FZAPX |
Top Performing SBLGX Alternatives (YTD)
SBLGX is at 3.40% YTD. There are 316 mutual funds in the Large Cap Growth Equities category with higher YTD returns, going as high as 35.36%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| One Rock Fund | 35.36% | — | Mar 2020 | SBLGX vs ONERX | |
| ICON Equity Fund | 29.68% | — | Oct 2002 | SBLGX vs IOLZX | |
| Chase Growth Fund | 23.80% | — | Dec 1997 | SBLGX vs CHASX | |
| Chase Growth Fund Institutional Class | 23.79% | — | Jan 2007 | SBLGX vs CHAIX | |
| Glenmede Quantitative U.S. Large Cap Growth Equity... | 23.25% | — | Feb 2004 | SBLGX vs GTLLX |
Lowest Volatility Alternatives to SBLGX
SBLGX has 16.47% 1-year volatility. There are 143 mutual funds in the Large Cap Growth Equities category with lower 1-year volatility, going as low as 6.58%.
| Symbol | Name | Volatility 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| BBH Select Series - Large Cap Fund | 6.58% | — | Sep 2019 | SBLGX vs BBLIX | |
| Meridian Enhanced Equity Fund | 9.98% | — | Jan 2005 | SBLGX vs MEIFX | |
| CIBC Atlas Equity Income Fund | 10.20% | — | Apr 2010 | SBLGX vs AWYIX | |
| Marshfield Concentrated Opportunity Fund | 10.40% | — | Dec 2015 | SBLGX vs MRFOX | |
| GQG Partners US Select Quality Equity Fund Investo... | 10.68% | — | Sep 2018 | SBLGX vs GQEPX |
Lowest Drawdown Alternatives to SBLGX
SBLGX has a 1-year max drawdown of -16.95%. There are 301 mutual funds in the Large Cap Growth Equities category with shallower 1-year drawdowns, going as shallow as -3.63%.
| Symbol | Name | Max Drawdown 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| BBH Select Series - Large Cap Fund | -3.63% | — | Sep 2019 | SBLGX vs BBLIX | |
| Meridian Enhanced Equity Fund | -4.80% | — | Jan 2005 | SBLGX vs MEIFX | |
| LKCM Aquinas Catholic Equity Fund | -7.02% | — | Jul 2005 | SBLGX vs AQEIX | |
| Marshfield Concentrated Opportunity Fund | -7.03% | — | Dec 2015 | SBLGX vs MRFOX | |
| Davis New York Venture Fund Class Y | -7.97% | — | Feb 1969 | SBLGX vs DNVYX |
Other Mutual Funds from Franklin Templeton
The 10 most viewed Franklin Templeton mutual funds shown here include FKDNX, FKRCX, FKINX and span 9 categories.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|---|---|
| Franklin DynaTech Fund | Large Cap Growth Equities, Technology Equities | 14 | 6.08% | — | Jan 1968 | SBLGX vs FKDNX | |
| Franklin Gold and Precious Metals Fund | Gold, Precious Metals | 36 | -11.29% | — | May 1969 | SBLGX vs FKRCX | |
| Franklin Income Fund Class A1 | Diversified Portfolio | 93 | 6.09% | — | — | SBLGX vs FKINX | |
| Franklin Growth Fund Class A | Large Cap Growth Equities | 30 | 8.02% | — | Apr 1948 | SBLGX vs FKGRX | |
| ClearBridge Energy Midstream Opportunity Fund Inc. | MLPs, Energy Equities | 35 | 20.28% | — | Jun 2011 | SBLGX vs EMO | |
| Franklin Rising Dividends Fund | Large Cap Blend Equities | 45 | 8.71% | — | Jan 1987 | SBLGX vs FRDPX | |
| Templeton Institutional Fund International Equity ... | Foreign Large Cap Equities | 59 | 13.81% | — | Oct 1990 | SBLGX vs TFEQX | |
| Franklin Income Fund Advisor Class | Diversified Portfolio | 95 | 6.27% | — | Aug 1997 | SBLGX vs FRIAX | |
| ClearBridge Aggressive Growth Fund | Large Cap Blend Equities | 8 | 1.74% | — | Oct 1983 | SBLGX vs SHRAX | |
| ClearBridge Appreciation Fund | Large Cap Blend Equities | 42 | 8.17% | — | Mar 1970 | SBLGX vs SHAPX |
Often Compared With SBLGX
Investors most often compare SBLGX with VOO, QQQJ, FXAIX. These 20 comparison targets span 12 categories, based on PortfoliosLab usage data.
Compare SBLGX with Any Fund or Stock
Compare SBLGX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.
Pair SBLGX with funds that move differently
ClearBridge Large Cap Growth Fund alternatives help with substitution. Diversifiers are the next step when you want funds with lower historical correlation to SBLGX.
Explore SBLGX Diversifiers