LCSSX vs. IMCG
Compare and contrast key facts about ClearBridge Select Fund (LCSSX) and iShares Morningstar Mid-Cap Growth ETF (IMCG).
LCSSX is managed by Legg Mason. It was launched on Nov 30, 2012. IMCG is a passively managed fund by iShares that tracks the performance of the Morningstar US Mid Cap Broad Growth Index. It was launched on Jun 28, 2004.
Performance
LCSSX vs. IMCG - Performance Comparison
Loading graphics...
LCSSX vs. IMCG - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
LCSSX ClearBridge Select Fund | -10.67% | 7.26% | 21.54% | 24.25% | -33.06% | 20.27% | 58.86% | 33.60% | 10.56% | 39.04% |
IMCG iShares Morningstar Mid-Cap Growth ETF | -1.19% | 6.55% | 18.14% | 20.73% | -25.79% | 15.39% | 45.64% | 35.70% | -3.68% | 25.57% |
Returns By Period
In the year-to-date period, LCSSX achieves a -10.67% return, which is significantly lower than IMCG's -1.19% return. Over the past 10 years, LCSSX has outperformed IMCG with an annualized return of 15.67%, while IMCG has yielded a comparatively lower 12.58% annualized return.
LCSSX
- 1D
- -0.70%
- 1M
- -8.33%
- YTD
- -10.67%
- 6M
- -12.76%
- 1Y
- 5.24%
- 3Y*
- 10.12%
- 5Y*
- 1.92%
- 10Y*
- 15.67%
IMCG
- 1D
- 3.63%
- 1M
- -6.39%
- YTD
- -1.19%
- 6M
- -4.39%
- 1Y
- 11.14%
- 3Y*
- 11.94%
- 5Y*
- 5.08%
- 10Y*
- 12.58%
Compare stocks, funds, or ETFs
Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.
LCSSX vs. IMCG - Expense Ratio Comparison
LCSSX has a 0.99% expense ratio, which is higher than IMCG's 0.06% expense ratio.
Return for Risk
LCSSX vs. IMCG — Risk / Return Rank
LCSSX
IMCG
LCSSX vs. IMCG - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for ClearBridge Select Fund (LCSSX) and iShares Morningstar Mid-Cap Growth ETF (IMCG). 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.
| LCSSX | IMCG | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.25 | 0.55 | -0.30 |
Sortino ratioReturn per unit of downside risk | 0.50 | 0.92 | -0.42 |
Omega ratioGain probability vs. loss probability | 1.07 | 1.12 | -0.06 |
Calmar ratioReturn relative to maximum drawdown | 0.22 | 0.87 | -0.66 |
Martin ratioReturn relative to average drawdown | 0.71 | 3.61 | -2.91 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
Loading graphics...
Sharpe Ratios by Period
| LCSSX | IMCG | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.25 | 0.55 | -0.30 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.09 | 0.25 | -0.17 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.72 | 0.62 | +0.10 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.73 | 0.50 | +0.24 |
Correlation
The correlation between LCSSX and IMCG is 0.91, 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
LCSSX vs. IMCG - Dividend Comparison
LCSSX has not paid dividends to shareholders, while IMCG's dividend yield for the trailing twelve months is around 0.80%.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
LCSSX ClearBridge Select Fund | 0.00% | 0.00% | 0.00% | 0.00% | 0.01% | 3.26% | 0.00% | 0.00% | 1.28% | 2.11% | 1.12% | 5.25% |
IMCG iShares Morningstar Mid-Cap Growth ETF | 0.80% | 0.78% | 0.78% | 0.85% | 0.91% | 0.41% | 0.09% | 0.30% | 0.35% | 0.45% | 0.52% | 0.38% |
Drawdowns
LCSSX vs. IMCG - Drawdown Comparison
The maximum LCSSX drawdown since its inception was -43.46%, smaller than the maximum IMCG drawdown of -58.96%. Use the drawdown chart below to compare losses from any high point for LCSSX and IMCG.
Loading graphics...
Drawdown Indicators
| LCSSX | IMCG | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -43.46% | -58.96% | +15.50% |
Max Drawdown (1Y)Largest decline over 1 year | -14.24% | -12.99% | -1.25% |
Max Drawdown (5Y)Largest decline over 5 years | -43.46% | -35.08% | -8.38% |
Max Drawdown (10Y)Largest decline over 10 years | -43.46% | -35.08% | -8.38% |
Current DrawdownCurrent decline from peak | -14.24% | -6.90% | -7.34% |
Average DrawdownAverage peak-to-trough decline | -9.26% | -9.29% | +0.03% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 4.34% | 3.14% | +1.20% |
Volatility
LCSSX vs. IMCG - Volatility Comparison
The current volatility for ClearBridge Select Fund (LCSSX) is 5.54%, while iShares Morningstar Mid-Cap Growth ETF (IMCG) has a volatility of 7.19%. This indicates that LCSSX experiences smaller price fluctuations and is considered to be less risky than IMCG based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
Loading graphics...
Volatility by Period
| LCSSX | IMCG | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 5.54% | 7.19% | -1.65% |
Volatility (6M)Calculated over the trailing 6-month period | 11.39% | 12.08% | -0.69% |
Volatility (1Y)Calculated over the trailing 1-year period | 20.32% | 20.27% | +0.05% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 21.82% | 20.09% | +1.73% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 21.91% | 20.44% | +1.47% |