LMOIX vs. FECGX
Compare and contrast key facts about ClearBridge Small Cap Growth Fund Class IS (LMOIX) and Fidelity Small Cap Growth Index Fund (FECGX).
LMOIX is an actively managed fund by ClearBridge. It was launched on Aug 4, 2008. FECGX is managed by Fidelity. It was launched on Jul 11, 2019.
Performance
LMOIX vs. FECGX - Performance Comparison
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LMOIX vs. FECGX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | |
|---|---|---|---|---|---|---|---|---|
LMOIX ClearBridge Small Cap Growth Fund Class IS | -5.46% | 9.91% | 12.06% | 9.12% | -28.55% | 12.53% | 44.09% | 3.33% |
FECGX Fidelity Small Cap Growth Index Fund | -6.77% | 13.04% | 15.26% | 18.90% | -26.17% | 2.83% | 34.41% | 7.11% |
Returns By Period
In the year-to-date period, LMOIX achieves a -5.46% return, which is significantly higher than FECGX's -6.77% return.
LMOIX
- 1D
- -2.00%
- 1M
- -10.30%
- YTD
- -5.46%
- 6M
- -7.62%
- 1Y
- 12.82%
- 3Y*
- 6.02%
- 5Y*
- -0.42%
- 10Y*
- 10.85%
FECGX
- 1D
- -2.02%
- 1M
- -10.15%
- YTD
- -6.77%
- 6M
- -5.65%
- 1Y
- 18.56%
- 3Y*
- 10.79%
- 5Y*
- 0.89%
- 10Y*
- —
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LMOIX vs. FECGX - Expense Ratio Comparison
LMOIX has a 0.78% expense ratio, which is higher than FECGX's 0.05% expense ratio.
Return for Risk
LMOIX vs. FECGX — Risk / Return Rank
LMOIX
FECGX
LMOIX vs. FECGX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for ClearBridge Small Cap Growth Fund Class IS (LMOIX) and Fidelity Small Cap Growth Index Fund (FECGX). 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.
| LMOIX | FECGX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.45 | 0.71 | -0.26 |
Sortino ratioReturn per unit of downside risk | 0.80 | 1.15 | -0.35 |
Omega ratioGain probability vs. loss probability | 1.10 | 1.14 | -0.04 |
Calmar ratioReturn relative to maximum drawdown | 0.62 | 1.02 | -0.40 |
Martin ratioReturn relative to average drawdown | 2.10 | 3.51 | -1.41 |
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
| LMOIX | FECGX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.45 | 0.71 | -0.26 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | -0.02 | 0.04 | -0.05 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.46 | — | — |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.40 | 0.26 | +0.14 |
Correlation
The correlation between LMOIX and FECGX is 0.95, 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
LMOIX vs. FECGX - Dividend Comparison
LMOIX's dividend yield for the trailing twelve months is around 17.94%, more than FECGX's 0.58% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
LMOIX ClearBridge Small Cap Growth Fund Class IS | 17.94% | 16.96% | 14.66% | 0.38% | 0.00% | 10.44% | 6.31% | 6.91% | 14.40% | 3.30% | 2.82% | 1.18% |
FECGX Fidelity Small Cap Growth Index Fund | 0.58% | 0.54% | 1.25% | 0.81% | 0.80% | 3.43% | 1.00% | 0.29% | 0.00% | 0.00% | 0.00% | 0.00% |
Drawdowns
LMOIX vs. FECGX - Drawdown Comparison
The maximum LMOIX drawdown since its inception was -51.02%, which is greater than FECGX's maximum drawdown of -41.85%. Use the drawdown chart below to compare losses from any high point for LMOIX and FECGX.
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Drawdown Indicators
| LMOIX | FECGX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -51.02% | -41.85% | -9.17% |
Max Drawdown (1Y)Largest decline over 1 year | -13.91% | -14.81% | +0.90% |
Max Drawdown (5Y)Largest decline over 5 years | -41.74% | -40.34% | -1.40% |
Max Drawdown (10Y)Largest decline over 10 years | -41.74% | — | — |
Current DrawdownCurrent decline from peak | -16.16% | -14.81% | -1.35% |
Average DrawdownAverage peak-to-trough decline | -12.46% | -16.11% | +3.65% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 4.14% | 4.30% | -0.16% |
Volatility
LMOIX vs. FECGX - Volatility Comparison
ClearBridge Small Cap Growth Fund Class IS (LMOIX) has a higher volatility of 8.22% compared to Fidelity Small Cap Growth Index Fund (FECGX) at 7.58%. This indicates that LMOIX's price experiences larger fluctuations and is considered to be riskier than FECGX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| LMOIX | FECGX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 8.22% | 7.58% | +0.64% |
Volatility (6M)Calculated over the trailing 6-month period | 15.61% | 16.01% | -0.40% |
Volatility (1Y)Calculated over the trailing 1-year period | 24.92% | 25.07% | -0.15% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 24.44% | 24.46% | -0.02% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 23.72% | 27.27% | -3.55% |