LCILX vs. FXAIX

The year-to-date returns for both investments are quite close, with LCILX having a -3.50% return and FXAIX slightly higher at -3.38%. Over the past 10 years, LCILX has underperformed FXAIX with an annualized return of 10.26%, while FXAIX has yielded a comparatively higher 12.44% annualized return.

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LCILX has a 0.75% expense ratio, which is higher than FXAIX's 0.02% expense ratio.

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.

The current LCILX Sharpe Ratio is -0.12, which is lower than the FXAIX Sharpe Ratio of 0.52. The chart below compares the historical Sharpe Ratios of LCILX and FXAIX, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.

LCILX's dividend yield for the trailing twelve months is around 0.50%, less than FXAIX's 1.32% yield.

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.

ClearBridge Sustainability Leaders Fund (LCILX) and Fidelity 500 Index Fund (FXAIX) have volatilities of 6.64% and 6.81%, respectively, indicating that both stocks experience similar levels of price fluctuations. This suggests that the risk associated with both stocks, as measured by volatility, is nearly the same. The chart below showcases a comparison of their rolling one-month volatility.