NEEGX vs. LCLAX
Compare and contrast key facts about Needham Growth Fund (NEEGX) and ClearBridge Select Fund Class A (LCLAX).
NEEGX is managed by Needham. It was launched on Jan 2, 1996. LCLAX is managed by Franklin Templeton. It was launched on Sep 23, 2013.
Performance
NEEGX vs. LCLAX - Performance Comparison
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NEEGX vs. LCLAX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
NEEGX Needham Growth Fund | 15.68% | 8.76% | 14.45% | 26.85% | -33.57% | 27.63% | 41.73% | 42.33% | -10.56% | 8.33% |
LCLAX ClearBridge Select Fund Class A | -7.91% | 6.87% | 21.13% | 23.82% | -33.28% | 19.86% | 58.29% | 33.03% | 10.18% | 38.69% |
Returns By Period
In the year-to-date period, NEEGX achieves a 15.68% return, which is significantly higher than LCLAX's -7.91% return. Over the past 10 years, NEEGX has underperformed LCLAX with an annualized return of 12.74%, while LCLAX has yielded a comparatively higher 15.63% annualized return.
NEEGX
- 1D
- 4.73%
- 1M
- -6.88%
- YTD
- 15.68%
- 6M
- 17.81%
- 1Y
- 49.67%
- 3Y*
- 18.80%
- 5Y*
- 7.05%
- 10Y*
- 12.74%
LCLAX
- 1D
- 3.17%
- 1M
- -5.93%
- YTD
- -7.91%
- 6M
- -9.68%
- 1Y
- 7.46%
- 3Y*
- 10.88%
- 5Y*
- 1.87%
- 10Y*
- 15.63%
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NEEGX vs. LCLAX - Expense Ratio Comparison
NEEGX has a 1.78% expense ratio, which is higher than LCLAX's 1.10% expense ratio.
Return for Risk
NEEGX vs. LCLAX — Risk / Return Rank
NEEGX
LCLAX
NEEGX vs. LCLAX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Needham Growth Fund (NEEGX) and ClearBridge Select Fund Class A (LCLAX). 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.
| NEEGX | LCLAX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 1.56 | 0.40 | +1.16 |
Sortino ratioReturn per unit of downside risk | 2.16 | 0.72 | +1.43 |
Omega ratioGain probability vs. loss probability | 1.29 | 1.10 | +0.20 |
Calmar ratioReturn relative to maximum drawdown | 3.25 | 0.55 | +2.69 |
Martin ratioReturn relative to average drawdown | 10.67 | 1.79 | +8.88 |
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
| NEEGX | LCLAX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.56 | 0.40 | +1.16 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.25 | 0.09 | +0.17 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.51 | 0.72 | -0.20 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.54 | 0.60 | -0.05 |
Correlation
The correlation between NEEGX and LCLAX 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.
Dividends
NEEGX vs. LCLAX - Dividend Comparison
NEEGX's dividend yield for the trailing twelve months is around 6.54%, while LCLAX has not paid dividends to shareholders.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
NEEGX Needham Growth Fund | 6.54% | 7.57% | 3.92% | 0.00% | 1.78% | 6.92% | 5.73% | 11.31% | 17.79% | 9.70% | 4.22% | 6.74% |
LCLAX ClearBridge Select Fund Class A | 0.00% | 0.00% | 0.00% | 0.00% | 0.01% | 3.38% | 0.00% | 0.00% | 1.31% | 2.15% | 1.13% | 5.31% |
Drawdowns
NEEGX vs. LCLAX - Drawdown Comparison
The maximum NEEGX drawdown since its inception was -53.60%, which is greater than LCLAX's maximum drawdown of -43.64%. Use the drawdown chart below to compare losses from any high point for NEEGX and LCLAX.
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Drawdown Indicators
| NEEGX | LCLAX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -53.60% | -43.64% | -9.96% |
Max Drawdown (1Y)Largest decline over 1 year | -15.15% | -14.36% | -0.79% |
Max Drawdown (5Y)Largest decline over 5 years | -43.35% | -43.64% | +0.29% |
Max Drawdown (10Y)Largest decline over 10 years | -43.35% | -43.64% | +0.29% |
Current DrawdownCurrent decline from peak | -7.54% | -11.64% | +4.10% |
Average DrawdownAverage peak-to-trough decline | -10.95% | -10.17% | -0.78% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 4.61% | 4.45% | +0.16% |
Volatility
NEEGX vs. LCLAX - Volatility Comparison
Needham Growth Fund (NEEGX) has a higher volatility of 11.31% compared to ClearBridge Select Fund Class A (LCLAX) at 6.54%. This indicates that NEEGX's price experiences larger fluctuations and is considered to be riskier than LCLAX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| NEEGX | LCLAX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 11.31% | 6.54% | +4.77% |
Volatility (6M)Calculated over the trailing 6-month period | 20.91% | 11.80% | +9.11% |
Volatility (1Y)Calculated over the trailing 1-year period | 32.23% | 20.52% | +11.71% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 28.04% | 21.86% | +6.18% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 25.01% | 21.92% | +3.09% |