ClearBridge Mid Cap Fund (SBMAX) Alternatives
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 funds that fit a different role in your portfolio.
Cheapest Alternatives to SBMAX
SBMAX charges 1.13% annually. Among mutual funds in the Mid Cap Blend Equities category, these options have the lowest expense ratios among SBMAX alternatives.
| Symbol | Name | Expense Ratio | Inception | |
|---|---|---|---|---|
| Fidelity Mid Cap Index Fund | 0.03% | Sep 8, 2011 | SBMAX vs FSMDX | |
| Vanguard Mid-Cap Index Fund Institutional Plus Sha... | 0.03% | Dec 15, 2010 | SBMAX vs VMCPX | |
| Schwab U.S. Mid-Cap Index Fund | 0.04% | Dec 20, 2017 | SBMAX vs SWMCX | |
| Vanguard Extended Market Index Fund Institutional ... | 0.04% | Jan 14, 2011 | SBMAX vs VEMPX | |
| Vanguard Mid-Cap Index Fund Institutional Shares | 0.04% | May 21, 1998 | SBMAX vs VMCIX |
Best Risk-Adjusted Alternatives to SBMAX
Among mutual funds in the Mid 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 | |
|---|---|---|---|---|
| Victory Trivalent International Small-Cap Fund Cla... | 89 | — | SBMAX vs MISIX | |
| Paradigm Select Fund | 82 | Jan 3, 2005 | SBMAX vs PFSLX | |
| Gabelli Value 25 Fund | 80 | Sep 29, 1989 | SBMAX vs GABVX | |
| Tarkio Fund | 75 | Jun 28, 2011 | SBMAX vs TARKX | |
| The Texas Fund | 71 | Sep 17, 2013 | SBMAX vs BIGTX |
Top Performing SBMAX Alternatives (YTD)
SBMAX alternatives from the Mid Cap Blend Equities category, sorted by year-to-date return.
| Symbol | Name | YTD Return | Inception | |
|---|---|---|---|---|
| Ave Maria Value Fund | 7.40% | May 1, 2001 | SBMAX vs AVEMX | |
| The Texas Fund | 7.11% | Sep 17, 2013 | SBMAX vs BIGTX | |
| Paradigm Select Fund | 6.58% | Jan 3, 2005 | SBMAX vs PFSLX | |
| Gabelli Focused Growth and Income Fund | 5.16% | Dec 31, 2002 | SBMAX vs GWSAX | |
| Fuller & Thaler Behavioral Small-Mid Core Equity F... | 3.61% | Dec 26, 2018 | SBMAX vs FTSIX |
Lowest Volatility Alternatives to SBMAX
SBMAX alternatives from the Mid Cap Blend Equities category, sorted by annualized volatility over the past year.
| Symbol | Name | Volatility 1Y | Inception | |
|---|---|---|---|---|
| Quantified Common Ground Fund | 13.53% | Dec 26, 2019 | SBMAX vs QCGDX | |
| Longleaf Partners Small-Cap Fund | 15.42% | Feb 21, 1989 | SBMAX vs LLSCX | |
| Victory RS Investors Fund | 15.78% | Nov 15, 2005 | SBMAX vs RSINX | |
| Timothy Plan Large/Mid Cap Value Fund | 15.87% | Jul 14, 1999 | SBMAX vs TLVAX | |
| Gabelli Value 25 Fund | 15.99% | Sep 29, 1989 | SBMAX vs GABVX |
Lowest Drawdown Alternatives to SBMAX
SBMAX alternatives from the Mid Cap Blend Equities category, sorted by maximum drawdown over the past year.
| Symbol | Name | Max Drawdown 1Y | Inception | |
|---|---|---|---|---|
| Quantified Common Ground Fund | -8.85% | Dec 26, 2019 | SBMAX vs QCGDX | |
| Longleaf Partners Small-Cap Fund | -10.47% | Feb 21, 1989 | SBMAX vs LLSCX | |
| Jensen Quality Value Fund | -10.62% | Mar 31, 2010 | SBMAX vs JNVSX | |
| Timothy Plan Large/Mid Cap Value Fund | -11.09% | Jul 14, 1999 | SBMAX vs TLVAX | |
| Kirr Marbach Partners Value Fund | -11.33% | Dec 31, 1998 | SBMAX vs KMVAX |
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 | SBMAX vs FKDNX | |
| Franklin Gold and Precious Metals Fund | Precious Metals | 94 | -2.21% | May 18, 1969 | SBMAX vs FKRCX | |
| Franklin Income Fund Class A1 | Diversified Portfolio | 82 | 2.15% | — | SBMAX vs FKINX | |
| Franklin Growth Fund | Large Cap Growth Equities | 30 | -8.53% | Apr 1, 1948 | SBMAX vs FKGRX | |
| Franklin Rising Dividends Fund | Large Cap Blend Equities | 28 | -4.58% | Jan 14, 1987 | SBMAX vs FRDPX | |
| ClearBridge Energy Midstream Opportunity Fund | MLPs, Energy Equities | 42 | 20.88% | Jun 10, 2011 | SBMAX vs EMO | |
| ClearBridge Large Cap Growth Fund | Large Cap Growth Equities | 7 | -12.79% | Aug 29, 1997 | SBMAX vs SBLGX | |
| ClearBridge Aggressive Growth Fund | Large Cap Blend Equities | 18 | -10.22% | Oct 24, 1983 | SBMAX vs SHRAX | |
| Franklin Income Fund Advisor Class | Diversified Portfolio | 86 | 2.21% | Aug 28, 1997 | SBMAX vs FRIAX | |
| ClearBridge Appreciation Fund | Large Cap Blend Equities | 35 | -6.24% | Mar 10, 1970 | SBMAX vs SHAPX |
Often Compared With SBMAX
What investors most often compare with SBMAX, based on PortfoliosLab usage data.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | Inception | |
|---|---|---|---|---|---|---|
| S&P 500 Index | 74 | -4.63% | — | SBMAX vs ^GSPC | ||
| Vanguard Mid-Cap ETF | Mid Cap Growth Equities | 46 | -0.68% | Jan 26, 2004 | SBMAX vs VO | |
| Fidelity SAI Small-Mid Cap 500 Index Fund | Mid Cap Blend Equities | 49 | 2.68% | Aug 12, 2015 | SBMAX vs FZFLX |
Compare SBMAX with Any Fund or Stock
Compare SBMAX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.