ClearBridge Mid Cap Fund (SBMAX) belongs to the Mid 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 SBMAX. Use the tables to find lower-cost options, better risk-adjusted returns, or a closer substitute for your current allocation.
Cheapest Alternatives to SBMAX
SBMAX charges 1.13% annually. There are 94 mutual funds in the Mid Cap Blend Equities category with lower expense ratios, going as low as 0.03%.
| Symbol | Name | Expense Ratio | AUM | Inception | |
|---|---|---|---|---|---|
| Fidelity Mid Cap Index Fund | 0.03% | — | Sep 2011 | SBMAX vs FSMDX | |
| Vanguard Mid-Cap Index Fund Institutional Shares | 0.03% | 218.80B | May 1998 | SBMAX vs VMCIX | |
| Vanguard Mid-Cap Index Fund Institutional Plus Sha... | 0.03% | 218.80B | Dec 2010 | SBMAX vs VMCPX | |
| Vanguard Extended Market Index Fund Institutional ... | 0.04% | 93.70B | Jan 2011 | SBMAX vs VEMPX | |
| Fidelity Extended Market Index Fund | 0.04% | — | — | SBMAX vs FSMAX |
Best Risk-Adjusted Alternatives to SBMAX
SBMAX has a PortfoliosLab risk / return rank of 8. There are 117 mutual funds in the Mid Cap Blend Equities category with higher risk-adjusted ranks, going as high as 90.
| Symbol | Name | Risk / Return Rank | AUM | Inception | |
|---|---|---|---|---|---|
| Paradigm Select Fund | 90 | — | Jan 2005 | SBMAX vs PFSLX | |
| Vanguard Strategic Equity Fund | 86 | 11.50B | Aug 1995 | SBMAX vs VSEQX | |
| Gotham Enhanced Return Fund | 84 | — | May 2013 | SBMAX vs GENIX | |
| Hartford Schroders US MidCap Opportunities Fund | 81 | — | Mar 2006 | SBMAX vs SMDIX | |
| Fidelity Advisor Mid Cap II Fund Class Z | 80 | — | Aug 2013 | SBMAX vs FZAMX |
Top Performing SBMAX Alternatives (YTD)
SBMAX is at 5.98% YTD. There are 116 mutual funds in the Mid Cap Blend Equities category with higher YTD returns, going as high as 39.46%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| Paradigm Select Fund | 39.46% | — | Jan 2005 | SBMAX vs PFSLX | |
| 13D Activist Fund | 31.30% | — | Dec 2011 | SBMAX vs DDDIX | |
| Fidelity SAI Small-Mid Cap 500 Index Fund | 29.91% | — | Aug 2015 | SBMAX vs FZFLX | |
| Hodges Fund | 26.73% | — | Oct 1992 | SBMAX vs HDPMX | |
| Fidelity Advisor Mid Cap II Fund Class Z | 24.30% | — | Aug 2013 | SBMAX vs FZAMX |
Lowest Volatility Alternatives to SBMAX
SBMAX has 14.48% 1-year volatility. There are 30 mutual funds in the Mid Cap Blend Equities category with lower 1-year volatility, going as low as 9.68%.
| Symbol | Name | Volatility 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| Gabelli Focused Growth and Income Fund | 9.68% | — | Dec 2002 | SBMAX vs GWSAX | |
| Timothy Plan Large/Mid Cap Value Fund | 11.72% | — | Jul 1999 | SBMAX vs TLVAX | |
| Boston Trust Midcap Fund | 11.77% | — | — | SBMAX vs BTMFX | |
| Boston Trust Walden Midcap Fund | 11.89% | — | Aug 2011 | SBMAX vs WAMFX | |
| Victory RS Investors Fund | 11.98% | — | Nov 2005 | SBMAX vs RSINX |
Lowest Drawdown Alternatives to SBMAX
SBMAX has a 1-year max drawdown of -10.32%. There are 86 mutual funds in the Mid Cap Blend Equities category with shallower 1-year drawdowns, going as shallow as -6.33%.
| Symbol | Name | Max Drawdown 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| FullerThaler Behavioral Mid-Cap Equity Fund Instit... | -6.33% | — | Oct 2023 | SBMAX vs FTHMX | |
| Gotham Enhanced Return Fund | -6.44% | — | May 2013 | SBMAX vs GENIX | |
| Gabelli Focused Growth and Income Fund | -6.54% | — | Dec 2002 | SBMAX vs GWSAX | |
| Fuller & Thaler Behavioral Small-Mid Core Equity F... | -6.80% | — | Dec 2018 | SBMAX vs FTSIX | |
| BNY Mellon Active MidCap Fund | -7.29% | — | Jan 1985 | SBMAX vs DNLDX |
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 | 15 | 8.66% | — | Jan 1968 | SBMAX vs FKDNX | |
| Franklin Gold and Precious Metals Fund | Gold, Precious Metals | 31 | -10.42% | — | May 1969 | SBMAX vs FKRCX | |
| Franklin Income Fund Class A1 | Diversified Portfolio | 81 | 4.80% | — | — | SBMAX vs FKINX | |
| Franklin Growth Fund | Large Cap Growth Equities | 23 | 6.41% | — | Apr 1948 | SBMAX vs FKGRX | |
| ClearBridge Energy Midstream Opportunity Fund | MLPs, Energy Equities | 40 | 21.54% | — | Jun 2011 | SBMAX vs EMO | |
| Franklin Rising Dividends Fund | Large Cap Blend Equities | 28 | 6.04% | — | Jan 1987 | SBMAX vs FRDPX | |
| ClearBridge Large Cap Growth Fund | Large Cap Growth Equities | 8 | 4.20% | — | Aug 1997 | SBMAX vs SBLGX | |
| Franklin Income Fund Advisor Class | Diversified Portfolio | 87 | 4.94% | — | Aug 1997 | SBMAX vs FRIAX | |
| ClearBridge Aggressive Growth Fund | Large Cap Blend Equities | 8 | 3.28% | — | Oct 1983 | SBMAX vs SHRAX | |
| Templeton Institutional Fund International Equity ... | Foreign Large Cap Equities | 48 | 14.88% | — | Oct 1990 | SBMAX vs TFEQX |
Often Compared With SBMAX
Investors most often compare SBMAX with FGRAX, ^GSPC, VO. These 20 comparison targets span 5 categories, based on PortfoliosLab usage data.
Compare SBMAX with Any Fund or Stock
Compare SBMAX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.
Pair SBMAX with funds that move differently
ClearBridge Mid Cap Fund alternatives help with substitution. Diversifiers are the next step when you want funds with lower historical correlation to SBMAX.
Explore SBMAX Diversifiers