LCSSX vs. VSNGX
Compare and contrast key facts about ClearBridge Select Fund (LCSSX) and JPMorgan Mid Cap Equity Fund (VSNGX).
LCSSX is managed by Legg Mason. It was launched on Nov 30, 2012. VSNGX is managed by JPMorgan. It was launched on Dec 31, 1996.
Performance
LCSSX vs. VSNGX - Performance Comparison
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LCSSX vs. VSNGX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
LCSSX ClearBridge Select Fund | -7.82% | 7.26% | 21.54% | 24.25% | -33.06% | 20.27% | 58.86% | 33.60% | 10.56% | 39.04% |
VSNGX JPMorgan Mid Cap Equity Fund | -0.28% | 6.09% | 18.60% | 16.15% | -16.03% | 19.97% | 22.62% | 32.73% | -8.20% | 21.35% |
Returns By Period
In the year-to-date period, LCSSX achieves a -7.82% return, which is significantly lower than VSNGX's -0.28% return. Over the past 10 years, LCSSX has outperformed VSNGX with an annualized return of 16.03%, while VSNGX has yielded a comparatively lower 11.00% annualized return.
LCSSX
- 1D
- 3.19%
- 1M
- -5.91%
- YTD
- -7.82%
- 6M
- -9.53%
- 1Y
- 7.84%
- 3Y*
- 11.28%
- 5Y*
- 2.22%
- 10Y*
- 16.03%
VSNGX
- 1D
- 2.39%
- 1M
- -5.61%
- YTD
- -0.28%
- 6M
- -0.33%
- 1Y
- 10.22%
- 3Y*
- 12.18%
- 5Y*
- 6.02%
- 10Y*
- 11.00%
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LCSSX vs. VSNGX - Expense Ratio Comparison
LCSSX has a 0.99% expense ratio, which is higher than VSNGX's 0.89% expense ratio.
Return for Risk
LCSSX vs. VSNGX — Risk / Return Rank
LCSSX
VSNGX
LCSSX vs. VSNGX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for ClearBridge Select Fund (LCSSX) and JPMorgan Mid Cap Equity Fund (VSNGX). 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 | VSNGX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.42 | 0.61 | -0.19 |
Sortino ratioReturn per unit of downside risk | 0.75 | 0.99 | -0.24 |
Omega ratioGain probability vs. loss probability | 1.10 | 1.14 | -0.03 |
Calmar ratioReturn relative to maximum drawdown | 0.59 | 0.90 | -0.32 |
Martin ratioReturn relative to average drawdown | 1.89 | 4.00 | -2.10 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
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Sharpe Ratios by Period
| LCSSX | VSNGX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.42 | 0.61 | -0.19 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.10 | 0.35 | -0.24 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.73 | 0.56 | +0.17 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.75 | 0.52 | +0.22 |
Correlation
The correlation between LCSSX and VSNGX is 0.87, 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. VSNGX - Dividend Comparison
LCSSX has not paid dividends to shareholders, while VSNGX's dividend yield for the trailing twelve months is around 6.17%.
| 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% |
VSNGX JPMorgan Mid Cap Equity Fund | 6.17% | 6.15% | 8.60% | 0.50% | 2.81% | 7.63% | 11.65% | 8.60% | 12.95% | 5.79% | 3.37% | 5.15% |
Drawdowns
LCSSX vs. VSNGX - Drawdown Comparison
The maximum LCSSX drawdown since its inception was -43.46%, smaller than the maximum VSNGX drawdown of -54.50%. Use the drawdown chart below to compare losses from any high point for LCSSX and VSNGX.
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Drawdown Indicators
| LCSSX | VSNGX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -43.46% | -54.50% | +11.04% |
Max Drawdown (1Y)Largest decline over 1 year | -14.24% | -12.36% | -1.88% |
Max Drawdown (5Y)Largest decline over 5 years | -43.46% | -25.08% | -18.38% |
Max Drawdown (10Y)Largest decline over 10 years | -43.46% | -38.33% | -5.13% |
Current DrawdownCurrent decline from peak | -11.51% | -6.04% | -5.47% |
Average DrawdownAverage peak-to-trough decline | -9.26% | -7.47% | -1.79% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 4.40% | 2.79% | +1.61% |
Volatility
LCSSX vs. VSNGX - Volatility Comparison
ClearBridge Select Fund (LCSSX) has a higher volatility of 6.53% compared to JPMorgan Mid Cap Equity Fund (VSNGX) at 5.20%. This indicates that LCSSX's price experiences larger fluctuations and is considered to be riskier than VSNGX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| LCSSX | VSNGX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 6.53% | 5.20% | +1.33% |
Volatility (6M)Calculated over the trailing 6-month period | 11.81% | 9.48% | +2.33% |
Volatility (1Y)Calculated over the trailing 1-year period | 20.52% | 17.70% | +2.82% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 21.86% | 17.44% | +4.42% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 21.93% | 19.58% | +2.35% |