SASMX vs. SBLGX
Compare and contrast key facts about ClearBridge Small Cap Growth Fund (SASMX) and ClearBridge Large Cap Growth Fund (SBLGX).
SASMX is managed by Franklin Templeton. It was launched on Jul 1, 1998. SBLGX is managed by Franklin Templeton. It was launched on Aug 29, 1997.
Performance
SASMX vs. SBLGX - Performance Comparison
Loading graphics...
SASMX vs. SBLGX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
SASMX ClearBridge Small Cap Growth Fund | -0.61% | 9.52% | 12.95% | 8.64% | -28.82% | 12.11% | 43.54% | 25.31% | 3.77% | 24.98% |
SBLGX ClearBridge Large Cap Growth Fund | -8.99% | 8.44% | 27.60% | 45.00% | -32.96% | 21.71% | 30.84% | 31.69% | -0.44% | 25.06% |
Returns By Period
In the year-to-date period, SASMX achieves a -0.61% return, which is significantly higher than SBLGX's -8.99% return. Over the past 10 years, SASMX has underperformed SBLGX with an annualized return of 11.10%, while SBLGX has yielded a comparatively higher 13.11% annualized return.
SASMX
- 1D
- 0.75%
- 1M
- -4.64%
- YTD
- -0.61%
- 6M
- -2.76%
- 1Y
- 15.87%
- 3Y*
- 7.84%
- 5Y*
- 0.03%
- 10Y*
- 11.10%
SBLGX
- 1D
- 0.70%
- 1M
- -4.31%
- YTD
- -8.99%
- 6M
- -10.38%
- 1Y
- 5.29%
- 3Y*
- 16.18%
- 5Y*
- 7.89%
- 10Y*
- 13.11%
Compare stocks, funds, or ETFs
Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.
SASMX vs. SBLGX - Expense Ratio Comparison
SASMX has a 1.16% expense ratio, which is higher than SBLGX's 0.99% expense ratio.
Return for Risk
SASMX vs. SBLGX — Risk / Return Rank
SASMX
SBLGX
SASMX vs. SBLGX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for ClearBridge Small Cap Growth Fund (SASMX) and ClearBridge Large Cap Growth Fund (SBLGX). 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.
| SASMX | SBLGX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.70 | 0.29 | +0.41 |
Sortino ratioReturn per unit of downside risk | 1.13 | 0.58 | +0.56 |
Omega ratioGain probability vs. loss probability | 1.15 | 1.08 | +0.07 |
Calmar ratioReturn relative to maximum drawdown | 1.31 | 0.40 | +0.91 |
Martin ratioReturn relative to average drawdown | 4.31 | 1.27 | +3.04 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
Loading graphics...
Sharpe Ratios by Period
| SASMX | SBLGX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.70 | 0.29 | +0.41 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.00 | 0.38 | -0.37 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.47 | 0.64 | -0.18 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.41 | 0.46 | -0.05 |
Correlation
The correlation between SASMX and SBLGX is 0.82, 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
SASMX vs. SBLGX - Dividend Comparison
SASMX's dividend yield for the trailing twelve months is around 20.43%, more than SBLGX's 13.93% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
SASMX ClearBridge Small Cap Growth Fund | 20.43% | 20.31% | 17.01% | 0.43% | 0.00% | 11.84% | 7.04% | 7.62% | 15.70% | 3.55% | 3.01% | 1.26% |
SBLGX ClearBridge Large Cap Growth Fund | 13.93% | 12.68% | 5.39% | 12.39% | 9.34% | 12.48% | 6.17% | 5.12% | 4.00% | 4.41% | 2.08% | 2.94% |
Drawdowns
SASMX vs. SBLGX - Drawdown Comparison
The maximum SASMX drawdown since its inception was -54.81%, roughly equal to the maximum SBLGX drawdown of -53.64%. Use the drawdown chart below to compare losses from any high point for SASMX and SBLGX.
Loading graphics...
Drawdown Indicators
| SASMX | SBLGX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -54.81% | -53.64% | -1.17% |
Max Drawdown (1Y)Largest decline over 1 year | -13.85% | -16.95% | +3.10% |
Max Drawdown (5Y)Largest decline over 5 years | -42.19% | -38.28% | -3.91% |
Max Drawdown (10Y)Largest decline over 10 years | -42.19% | -38.28% | -3.91% |
Current DrawdownCurrent decline from peak | -12.24% | -13.32% | +1.08% |
Average DrawdownAverage peak-to-trough decline | -14.14% | -12.97% | -1.17% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 4.25% | 5.34% | -1.09% |
Volatility
SASMX vs. SBLGX - Volatility Comparison
ClearBridge Small Cap Growth Fund (SASMX) has a higher volatility of 9.26% compared to ClearBridge Large Cap Growth Fund (SBLGX) at 6.77%. This indicates that SASMX's price experiences larger fluctuations and is considered to be riskier than SBLGX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
Loading graphics...
Volatility by Period
| SASMX | SBLGX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 9.26% | 6.77% | +2.49% |
Volatility (6M)Calculated over the trailing 6-month period | 16.25% | 12.03% | +4.22% |
Volatility (1Y)Calculated over the trailing 1-year period | 25.24% | 21.28% | +3.96% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 24.58% | 21.13% | +3.45% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 23.80% | 20.40% | +3.40% |