LCSSX vs. VLIFX
Compare and contrast key facts about ClearBridge Select Fund (LCSSX) and Value Line Mid Cap Focused Fund (VLIFX).
LCSSX is managed by Legg Mason. It was launched on Nov 30, 2012. VLIFX is managed by Value Line. It was launched on Mar 1, 1950.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: LCSSX or VLIFX.
Key characteristics
| LCSSX | VLIFX | |
|---|---|---|
| YTD Return | 2.39% | 1.89% |
| 1Y Return | 21.37% | 18.71% |
| 3Y Return (Ann) | -2.51% | 7.99% |
| 5Y Return (Ann) | 11.76% | 12.34% |
| 10Y Return (Ann) | 15.40% | 12.91% |
| Sharpe Ratio | 1.34 | 1.33 |
| Daily Std Dev | 15.21% | 13.16% |
| Max Drawdown | -43.46% | -61.48% |
| Current Drawdown | -20.63% | -5.44% |
Correlation
The correlation between LCSSX and VLIFX is 0.83, 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
LCSSX vs. VLIFX - Performance Comparison
In the year-to-date period, LCSSX achieves a 2.39% return, which is significantly higher than VLIFX's 1.89% return. Over the past 10 years, LCSSX has outperformed VLIFX with an annualized return of 15.40%, while VLIFX has yielded a comparatively lower 12.91% annualized 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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LCSSX vs. VLIFX - Expense Ratio Comparison
LCSSX has a 0.99% expense ratio, which is lower than VLIFX's 1.07% expense ratio.
Risk-Adjusted Performance
LCSSX vs. VLIFX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for ClearBridge Select Fund (LCSSX) and Value Line Mid Cap Focused Fund (VLIFX). 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
LCSSX vs. VLIFX - Dividend Comparison
LCSSX has not paid dividends to shareholders, while VLIFX's dividend yield for the trailing twelve months is around 0.03%.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
LCSSX ClearBridge Select Fund | 0.00% | 0.00% | 0.01% | 3.26% | 0.00% | 0.00% | 1.28% | 2.11% | 1.12% | 5.25% | 3.17% | 3.67% |
VLIFX Value Line Mid Cap Focused Fund | 0.03% | 0.03% | 7.22% | 8.23% | 7.81% | 1.42% | 5.12% | 1.61% | 2.24% | 0.00% | 0.04% | 0.42% |
Drawdowns
LCSSX vs. VLIFX - Drawdown Comparison
The maximum LCSSX drawdown since its inception was -43.46%, smaller than the maximum VLIFX drawdown of -61.48%. Use the drawdown chart below to compare losses from any high point for LCSSX and VLIFX. For additional features, visit the drawdowns tool.
Volatility
LCSSX vs. VLIFX - Volatility Comparison
ClearBridge Select Fund (LCSSX) has a higher volatility of 5.62% compared to Value Line Mid Cap Focused Fund (VLIFX) at 3.74%. This indicates that LCSSX's price experiences larger fluctuations and is considered to be riskier than VLIFX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.