LCBVX

Active

ClearBridge Large Cap Value Fund

Category: US Equity (9,528 funds)

Expense Ratio
1.40%
Annual Cost per $10K
$140.00
30-Year Fee Drag per $10K
$24,846
at 7% annual return
Fund Type
Mutual Fund
Active
Trailing 12-Month
+7.08%

Asset Allocation

US Equity
94%
Intl Equity
4%
Cash
2%

Fee Comparison

LCBVX
1.40%
US Equity average
1.06%
US Equity cheapest
0.00%
Index benchmark
0.03%

32% more expensive than category average

Historical Returns

Monthly total returns (dividends reinvested) from SEC N-PORT filings · As of October 2025 · Updated quarterly

+34.75%3Y
Compare to

Fee Impact Calculator

$
%
LCBVX at 1.40%$256,382
At index rates (0.03%)$377,424
Zero fees (theoretical)$380,613
Total fee drag$124,231
Cost vs index fund−$121,042

Similar Funds (100)

Ranked by allocation similarity weighted by fund size · Returns (dividends reinvested) from SEC N-PORT filings · As of October 2025

TickerNameER
LCBVXClearBridge Large Cap Value Fund1.40%
JLGMXJPMorgan Large Cap Growth Fund0.94%
PABGXT. Rowe Price Blue Chip Growth Fund, Inc.0.95%
FBCCXFidelity Blue Chip Growth Fund0.97%
QCGRFXCollege Retirement Equities Fund - Growth Account
TRSAXT. Rowe Price Growth Stock Fund, Inc.0.91%
OIEFXJPMorgan Equity Income Fund0.95%
CDIRXColumbia Dividend Income Fund1.15%
MFEGXMFS Growth Fund0.83%
PAVLXT. Rowe Price Value Fund, Inc.0.94%
JGACXJPMorgan Growth Advantage Fund0.99%
HRCAXHarbor Capital Appreciation Fund0.92%
JMUEXJPMorgan U.S. Equity Fund0.94%
ABPRXAB LARGE CAP GROWTH FUND INC1.22%
JENIXThe Jensen Quality Growth Fund Inc1.26%
TWUAXUltra Fund1.14%
RRMGXT. Rowe Price Mid-Cap Growth Fund, Inc.1.29%
CIVVXCAUSEWAY INTERNATIONAL VALUE FUND1.10%
PAULXT. Rowe Price U.S. Large-Cap Core Fund, Inc.0.96%
OAKMXOakmark Fund0.91%
FLMVXJPMorgan Mid Cap Value Fund1.09%
JHQAXJPMorgan Hedged Equity Fund0.82%
EGFSXEdgewood Growth Fund1.25%
PLFMXLargeCap S&P 500 Index Fund1.29%
GETGXVictory Sycamore Established Value Fund0.89%
FAGOXFidelity Advisor Growth Opportunities Fund0.99%
HDGRXTHE HARTFORD DIVIDEND AND GROWTH FUND1.34%
JGAQXJPMorgan Value Advantage Fund0.99%
EAASXEaton Vance Atlanta Capital SMID-Cap Fund1.12%
PLCGXLargeCap Growth Fund I0.94%
PGORXPutnam Large Cap Growth Fund0.93%
HGIRXHARTFORD CORE EQUITY FUND1.08%
FUNCXVictory Pioneer Fundamental Growth Fund1.72%
DCCAXMacquarie Small Cap Core Fund1.06%
SBLGXClearBridge Large Cap Growth Fund1.01%
TWCGXGrowth Fund0.89%
MLRRXNYLI Winslow Large Cap Growth Fund0.79%
CSXCXCalvert U.S. Large Cap Core Responsible Index Fund1.24%
CCIFXColumbia Seligman Technology and Information Fund0.91%
DEVLXMacquarie Small Cap Value Fund1.10%
JSECXJPMorgan Small Cap Equity Fund1.24%
PBCJXBlue Chip Fund0.92%
ESPAXAllspring Special Small Cap Value Fund1.17%
SHAPXClearBridge Appreciation Fund0.91%
CSEIXCohen & Steers Real Estate Securities Fund1.10%
PACOXT. Rowe Price U.S. Equity Research Fund0.83%
JCMAXJPMorgan Mid Cap Equity Fund1.09%
ILGRXMacquarie Large Cap Growth Fund0.89%
JGAVXJPMorgan U.S. Value Fund0.94%
PRSCXT. Rowe Price Science & Technology Fund, Inc.0.79%
SCDGXDWS Core Equity Fund1.24%
SDGAXDWS Capital Growth Fund1.30%
GATEXGateway Fund0.94%
RTMTXTax-Managed U.S. Large Cap Fund0.81%
CGWRXColumbia Cornerstone Growth Fund0.97%
BDSAXBlackRock Advantage Small Cap Core Fund1.50%
JSLGXMultimanager Lifestyle Growth Portfolio1.22%
SHISXBlackRock Health Sciences Opportunities Portfolio1.15%
AQEAXColumbia Disciplined Core Fund0.94%
CSIEXCalvert Equity Fund0.90%
OAYLXOakmark Select Fund0.86%
PABVXMidCap Value Fund I1.19%
HGOAXTHE HARTFORD GROWTH OPPORTUNITIES FUND1.08%
SVFIXSmead Value Fund0.90%
TWCAXSelect Fund1.15%
ITHAXTHE HARTFORD CAPITAL APPRECIATION FUND1.05%
FKUQXFranklin Utilities Fund0.81%
VVIPXVoya VACS Index Series S Portfolio
FGRAXFranklin Growth Opportunities Fund0.94%
CIPMXChamplain MidCap Fund1.09%
JHDAXJPMorgan Hedged Equity 2 Fund0.85%
HAGAXCarillon Eagle Mid Cap Growth Fund1.03%
SCSCXTouchstone Strategic Trust-Touchstone Large Cap Focused Fund0.98%
ATHGXHeritage Fund0.80%
CSJRXCohen & Steers Realty Shares1.30%
LGLAXLord Abbett Growth Leaders Fund0.90%
ECTGXEaton Vance Tax-Managed Growth Fund 1.11.47%
GSPAXGoldman Sachs U.S. Equity Dividend and Premium Fund1.01%
FTLSFirst Trust Long/Short Equity ETF1.38%
OWACXOld Westbury All Cap Core Fund0.96%
AFDAXLarge Cap Equity Fund1.04%
FMGGXFranklin Small-Mid Cap Growth Fund0.84%
HLSCXHARTFORD DISCIPLINED EQUITY HLS FUND1.09%
BSCUXBARON SMALL CAP FUND1.05%
PMDAXSmall-MidCap Dividend Income Fund1.12%
ABSAXAmerican Beacon Small Cap Value Fund1.22%
BARUXBARON ASSET FUND1.04%
MEFAXMassMutual Mid Cap Growth Fund1.11%
CVGCXCalamos Growth Fund1.29%
ACUIXColumbia Dividend Opportunity Fund1.03%
VVSVXVenerable US Large Cap Strategic Equity Fund0.86%
IAXAXVY(R) T. ROWE PRICE DIVERSIFIED MID CAP GROWTH PORTFOLIO1.30%
IEOPXVOYA LARGE CAP GROWTH PORTFOLIO0.92%
LMPMXClearBridge Small Cap Growth Fund0.92%
RSESXU.S. Strategic Equity Fund0.85%
OALGXOptimum Large Cap Growth Fund1.20%
QAAGXXT. Rowe Price Blue Chip Growth Portfolio1.00%
GSQRXGoldman Sachs Small Cap Value Fund1.26%
CSMVXCongress Small Cap Growth Fund1.25%
WOFDXAllspring Opportunity Fund1.00%
FFEIXNuveen Dividend Value Fund0.95%

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