LBGIX vs. FSMAX
Compare and contrast key facts about ClearBridge Mid Cap Growth Fund (LBGIX) and Fidelity Extended Market Index Fund (FSMAX).
LBGIX is managed by Franklin Templeton. It was launched on Aug 31, 2010. FSMAX is managed by Fidelity.
Performance
LBGIX vs. FSMAX - Performance Comparison
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LBGIX vs. FSMAX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
LBGIX ClearBridge Mid Cap Growth Fund | -9.02% | 3.06% | 18.83% | 29.07% | -33.31% | 22.59% | 45.33% | 30.88% | -6.11% | 23.02% |
FSMAX Fidelity Extended Market Index Fund | -4.54% | 11.40% | 16.99% | 25.36% | -26.44% | 12.41% | 32.28% | 28.01% | -9.44% | 18.04% |
Returns By Period
In the year-to-date period, LBGIX achieves a -9.02% return, which is significantly lower than FSMAX's -4.54% return. Both investments have delivered pretty close results over the past 10 years, with LBGIX having a 10.51% annualized return and FSMAX not far ahead at 10.54%.
LBGIX
- 1D
- -1.23%
- 1M
- -10.51%
- YTD
- -9.02%
- 6M
- -13.01%
- 1Y
- 3.55%
- 3Y*
- 9.52%
- 5Y*
- 2.51%
- 10Y*
- 10.51%
FSMAX
- 1D
- -1.03%
- 1M
- -7.76%
- YTD
- -4.54%
- 6M
- -4.39%
- 1Y
- 16.77%
- 3Y*
- 13.78%
- 5Y*
- 3.66%
- 10Y*
- 10.54%
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LBGIX vs. FSMAX - Expense Ratio Comparison
LBGIX has a 0.85% expense ratio, which is higher than FSMAX's 0.04% expense ratio.
Return for Risk
LBGIX vs. FSMAX — Risk / Return Rank
LBGIX
FSMAX
LBGIX vs. FSMAX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for ClearBridge Mid Cap Growth Fund (LBGIX) and Fidelity Extended Market Index Fund (FSMAX). Risk-adjusted metrics are performance indicators that assess an investment's returns in relation to its risk, enabling a more accurate comparison of different investment options.
| LBGIX | FSMAX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.14 | 0.72 | -0.58 |
Sortino ratioReturn per unit of downside risk | 0.37 | 1.16 | -0.78 |
Omega ratioGain probability vs. loss probability | 1.05 | 1.16 | -0.11 |
Calmar ratioReturn relative to maximum drawdown | 0.09 | 0.95 | -0.86 |
Martin ratioReturn relative to average drawdown | 0.28 | 3.91 | -3.63 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
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Sharpe Ratios by Period
| LBGIX | FSMAX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.14 | 0.72 | -0.58 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.11 | 0.16 | -0.06 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.47 | 0.35 | +0.12 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.56 | 0.41 | +0.14 |
Correlation
The correlation between LBGIX and FSMAX is 0.92, which is considered to be high. That indicates a strong positive relationship between their price movements. Having highly-correlated positions in a portfolio may signal a lack of diversification, potentially leading to increased risk during market downturns.
Dividends
LBGIX vs. FSMAX - Dividend Comparison
LBGIX's dividend yield for the trailing twelve months is around 7.24%, more than FSMAX's 0.60% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
LBGIX ClearBridge Mid Cap Growth Fund | 7.24% | 6.59% | 0.00% | 0.00% | 0.00% | 4.17% | 14.62% | 8.02% | 11.85% | 2.29% | 0.00% | 0.00% |
FSMAX Fidelity Extended Market Index Fund | 0.60% | 0.57% | 0.48% | 1.17% | 1.90% | 7.49% | 2.14% | 4.30% | 6.09% | 5.44% | 4.85% | 6.34% |
Drawdowns
LBGIX vs. FSMAX - Drawdown Comparison
The maximum LBGIX drawdown since its inception was -41.56%, smaller than the maximum FSMAX drawdown of -50.55%. Use the drawdown chart below to compare losses from any high point for LBGIX and FSMAX.
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Drawdown Indicators
| LBGIX | FSMAX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -41.56% | -50.55% | +8.99% |
Max Drawdown (1Y)Largest decline over 1 year | -14.18% | -14.64% | +0.46% |
Max Drawdown (5Y)Largest decline over 5 years | -41.56% | -36.31% | -5.25% |
Max Drawdown (10Y)Largest decline over 10 years | -41.56% | -50.55% | +8.99% |
Current DrawdownCurrent decline from peak | -14.37% | -10.26% | -4.11% |
Average DrawdownAverage peak-to-trough decline | -8.26% | -12.29% | +4.03% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 4.37% | 3.54% | +0.83% |
Volatility
LBGIX vs. FSMAX - Volatility Comparison
ClearBridge Mid Cap Growth Fund (LBGIX) has a higher volatility of 6.36% compared to Fidelity Extended Market Index Fund (FSMAX) at 6.01%. This indicates that LBGIX's price experiences larger fluctuations and is considered to be riskier than FSMAX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| LBGIX | FSMAX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 6.36% | 6.01% | +0.35% |
Volatility (6M)Calculated over the trailing 6-month period | 12.97% | 13.07% | -0.10% |
Volatility (1Y)Calculated over the trailing 1-year period | 23.41% | 22.79% | +0.62% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 23.53% | 22.32% | +1.21% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 22.63% | 30.19% | -7.56% |