LCILX vs. FXAIX
Compare and contrast key facts about ClearBridge Sustainability Leaders Fund (LCILX) and Fidelity 500 Index Fund (FXAIX).
LCILX is managed by Legg Mason. It was launched on Mar 31, 2015. FXAIX is managed by Fidelity.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: LCILX or FXAIX.
Key characteristics
| LCILX | FXAIX | |
|---|---|---|
| YTD Return | 3.57% | 6.04% |
| 1Y Return | 15.25% | 22.72% |
| 3Y Return (Ann) | 3.24% | 8.08% |
| 5Y Return (Ann) | 13.66% | 13.44% |
| Sharpe Ratio | 1.25 | 1.94 |
| Daily Std Dev | 12.11% | 11.68% |
| Max Drawdown | -31.70% | -33.79% |
| Current Drawdown | -5.07% | -4.08% |
Correlation
The correlation between LCILX and FXAIX is 0.95, 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.
Performance
LCILX vs. FXAIX - Performance Comparison
In the year-to-date period, LCILX achieves a 3.57% return, which is significantly lower than FXAIX's 6.04% return. The chart below displays the growth of a $10,000 investment in both assets, with all prices adjusted for splits and dividends.
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LCILX vs. FXAIX - Expense Ratio Comparison
LCILX has a 0.75% expense ratio, which is higher than FXAIX's 0.02% expense ratio.
Risk-Adjusted Performance
LCILX vs. FXAIX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for ClearBridge Sustainability Leaders Fund (LCILX) and Fidelity 500 Index Fund (FXAIX). 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.
Dividends
LCILX vs. FXAIX - Dividend Comparison
LCILX's dividend yield for the trailing twelve months is around 0.72%, less than FXAIX's 1.38% yield.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
LCILX ClearBridge Sustainability Leaders Fund | 0.72% | 0.75% | 0.42% | 1.42% | 4.18% | 0.61% | 0.56% | 0.73% | 0.80% | 1.24% | 0.00% | 0.00% |
FXAIX Fidelity 500 Index Fund | 1.38% | 1.45% | 1.69% | 1.22% | 1.60% | 2.06% | 2.72% | 1.97% | 2.52% | 2.83% | 2.63% | 1.84% |
Drawdowns
LCILX vs. FXAIX - Drawdown Comparison
The maximum LCILX drawdown since its inception was -31.70%, smaller than the maximum FXAIX drawdown of -33.79%. Use the drawdown chart below to compare losses from any high point for LCILX and FXAIX. For additional features, visit the drawdowns tool.
Volatility
LCILX vs. FXAIX - Volatility Comparison
ClearBridge Sustainability Leaders Fund (LCILX) has a higher volatility of 4.14% compared to Fidelity 500 Index Fund (FXAIX) at 3.88%. This indicates that LCILX's price experiences larger fluctuations and is considered to be riskier than FXAIX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.