LCSSX vs. VLIFX

In the year-to-date period, LCSSX achieves a 23.51% return, which is significantly higher than VLIFX's 7.91% return. Over the past 10 years, LCSSX has outperformed VLIFX with an annualized return of 13.40%, while VLIFX has yielded a comparatively lower 9.01% annualized return.

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LCSSX has a 0.99% expense ratio, which is lower than VLIFX's 1.07% expense ratio.

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.

The current LCSSX Sharpe Ratio is 1.45, which is higher than the VLIFX Sharpe Ratio of 0.65. The chart below compares the historical Sharpe Ratios of LCSSX and VLIFX, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.

Neither LCSSX nor VLIFX has paid dividends to shareholders.

The maximum LCSSX drawdown since its inception was -45.27%, smaller than the maximum VLIFX drawdown of -81.77%. Use the drawdown chart below to compare losses from any high point for LCSSX and VLIFX. For additional features, visit the drawdowns tool.

ClearBridge Select Fund (LCSSX) has a higher volatility of 5.21% compared to Value Line Mid Cap Focused Fund (VLIFX) at 4.72%. 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.