Investment Test Drive

LCBSX ClearBridge Select FI

4 lower fee alternatives found

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Fund LCBSX ClearBridge Select FI POAGX PRIMECAP Odyssey Aggressive Growth JAENX Janus Enterprise T  
100% 89% 89%
Annual Fees
(1.51% Exp. Ratio)
(0.62% Exp. Ratio)
(0.92% Exp. Ratio)
Future Est. Balance in 30 yrs
Assuming 5.64% annual return
$32,825.31 $42,994.66 $39,266.73
Est. savings over 30 yrs +$10,169.35 +$6,441.41
As of 9/30/16
1 YR RETURN 16.18%
3 YR 7.93%
5 YR --
10 YR --
1 YR RETURN 21.71%
3 YR 12.68%
5 YR 22.48%
10 YR 12.64%
1 YR RETURN 16.96%
3 YR 11.72%
5 YR 16.91%
10 YR 10.03%
The investment seeks to provide long-term growth of capital. The fund seeks to achieve its investment objective by taking an unconstrained approach to investing with an emphasis on equity securities. Under normal circumstances, it invests primarily in publicly traded equity and equity-related securities of U.S. and non-U.S. companies or other instruments with similar economic characteristics. The fund may invest in securities of issuers of any market capitalization. It is non-diversified.
The investment seeks to provide long-term capital appreciation. The fund invests primarily in the common stocks of U.S. companies, emphasizing those companies with prospects for rapid earnings growth. It may invest in stocks across all market sectors and market capitalizations and has historically invested significant portions of its assets in mid- and small-capitalization companies.
The investment seeks long-term growth of capital. The fund pursues its investment objective by investing primarily in common stocks selected for their growth potential, and normally invests at least 50% of its equity assets in medium-sized companies. Medium-sized companies are those whose market capitalization falls within the range of companies in the Russell Midcap® Growth Index. Market capitalization is a commonly used measure of the size and value of a company. It may also invest in foreign securities, which may include investments in emerging markets.

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The fees, balance and savings information above are estimated numbers, based on the data FeeX had at the day of publication, but may not be accurate due to incomplete or erroneous data.

The best choice is based on a combined analysis of lowest fees and highest similarity to the original fund.


FeeX's similarity algorithm analyzes over 15 investment characteristics like investment category, asset allocation, strategy, geographical allocation and more. FeeX gives each its own weight and calculates the similarity of any two investments based on a scale of 0 to 100%. Funds with a similarity ranking of 85% and higher are considered "similar".

Yes, funds and ETFs charge fees

Deep within every fund you own lies a hidden fee called expense ratio. It takes away a set % of your savings each and every year. It can often be easily reduced by switching to similar investments with lower expense ratios.


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