ClearBridge Global Infrastructure Income Fund (RGSVX) belongs to the Infrastructure Equities category. Below you'll find alternative mutual funds from the same category, ranked by key criteria, plus funds that investors commonly compare with RGSVX. Use the tables to find lower-cost options, better risk-adjusted returns, or a closer substitute for your current allocation.
Cheapest Alternatives to RGSVX
RGSVX charges 0.89% annually. There are 5 mutual funds in the Infrastructure Equities category with lower expense ratios, going as low as 0.50%.
| Symbol | Name | Expense Ratio | AUM | Inception | |
|---|---|---|---|---|---|
| Frontier MFG Core Infrastructure Fund | 0.50% | — | Jan 2012 | RGSVX vs FMGIX | |
| First Sentier American Listed Infrastructure Fund | 0.75% | — | Dec 2020 | RGSVX vs FLIAX | |
| Pax Global Sustainable Infrastructure Fund | 0.83% | — | Dec 2016 | RGSVX vs PAXDX | |
| Russell Investments Global Infrastructure Fund | 0.85% | — | Sep 2010 | RGSVX vs RGIYX | |
| Cohen & Steers Global Infrastructure Fund, Inc. | 0.86% | — | May 2004 | RGSVX vs CSUIX |
Best Risk-Adjusted Alternatives to RGSVX
RGSVX has a PortfoliosLab risk / return rank of 71. There are 11 mutual funds in the Infrastructure Equities category with higher risk-adjusted ranks, going as high as 92.
| Symbol | Name | Risk / Return Rank | AUM | Inception | |
|---|---|---|---|---|---|
| Recurrent MLP & Infrastructure Fund | 92 | — | Nov 2017 | RGSVX vs RMLPX | |
| Duff & Phelps Utility and Infrastructure Fund Inc | 83 | — | Jul 2011 | RGSVX vs DPG | |
| abrdn Global Infrastructure Fund | 80 | — | Nov 2008 | RGSVX vs AIFRX | |
| ICON Natural Resources and Infrastructure Fund | 80 | — | May 1997 | RGSVX vs ICBMX | |
| JHancock Infrastructure Fund | 80 | — | Dec 2013 | RGSVX vs JEEIX |
Top Performing RGSVX Alternatives (YTD)
RGSVX is at 12.37% YTD. There are 15 mutual funds in the Infrastructure Equities category with higher YTD returns, going as high as 39.48%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| Recurrent MLP & Infrastructure Fund | 39.48% | — | Nov 2017 | RGSVX vs RMLPX | |
| Catalyst Energy Infrastructure Fund | 33.21% | — | Dec 2014 | RGSVX vs MLXIX | |
| Goldman Sachs Energy Infrastructure Fund Class P | 26.95% | — | Apr 2018 | RGSVX vs GAMPX | |
| Goldman Sachs Energy Infrastructure Fund | 26.85% | — | Sep 2017 | RGSVX vs GLEIX | |
| Transamerica Energy Infrastructure | 25.97% | — | Apr 2013 | RGSVX vs TMLPX |
Lowest Volatility Alternatives to RGSVX
RGSVX has 11.46% 1-year volatility. There are 17 mutual funds in the Infrastructure Equities category with lower 1-year volatility, going as low as 7.12%.
| Symbol | Name | Volatility 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| Pax Global Sustainable Infrastructure Fund | 7.12% | — | Dec 2016 | RGSVX vs PAXDX | |
| JHancock Infrastructure Fund | 9.99% | — | Dec 2013 | RGSVX vs JEEIX | |
| Centre Global Infrastructure Fund | 10.12% | — | Jan 2018 | RGSVX vs DHIVX | |
| Cohen & Steers Global Infrastructure Fund, Inc. | 10.13% | — | May 2004 | RGSVX vs CSUIX | |
| Cohen & Steers Global Infrastructure Fund Class A | 10.13% | — | Aug 2017 | RGSVX vs CSUAX |
Lowest Drawdown Alternatives to RGSVX
RGSVX has a 1-year max drawdown of -6.49%. There are 11 mutual funds in the Infrastructure Equities category with shallower 1-year drawdowns, going as shallow as -4.49%.
| Symbol | Name | Max Drawdown 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| Pax Global Sustainable Infrastructure Fund | -4.49% | — | Dec 2016 | RGSVX vs PAXDX | |
| Goldman Sachs Global Infrastructure Fund | -5.59% | — | Jun 2016 | RGSVX vs GGINX | |
| Duff & Phelps Utility and Infrastructure Fund Inc | -5.85% | — | Jul 2011 | RGSVX vs DPG | |
| Cohen & Steers Global Infrastructure Fund, Inc. | -5.96% | — | May 2004 | RGSVX vs CSUIX | |
| Nuveen Global Infrastructure Fund | -5.99% | — | Dec 2007 | RGSVX vs FGIYX |
Other Mutual Funds from Legg Mason
The 10 most viewed Legg Mason mutual funds shown here include LCSMX, LCSSX, LMISX and span 8 categories.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|---|---|
| Martin Currie SMA-Shares Series EM Fund | Emerging Markets Equities | 84 | 37.97% | — | Jan 2018 | RGSVX vs LCSMX | |
| ClearBridge Select Fund | Mid Cap Growth Equities | 9 | 3.28% | — | Nov 2012 | RGSVX vs LCSSX | |
| Franklin U.S. Large Cap Equity Fund | Large Cap Blend Equities | 79 | 11.63% | — | Apr 2008 | RGSVX vs LMISX | |
| Western Asset Ultra-Short Income Fund | Ultrashort Bond | 98 | 1.34% | — | Jun 1992 | RGSVX vs ARMGX | |
| ClearBridge Sustainability Leaders Fund | Large Cap Blend Equities | 38 | 9.81% | — | Mar 2015 | RGSVX vs LCILX | |
| BrandywineGLOBAL - Global Opportunities Bond Fund | Global Bonds | 20 | 2.56% | — | Oct 2006 | RGSVX vs GOBSX | |
| Franklin International Equity Fund | Foreign Large Cap Equities | 52 | 10.99% | — | Feb 1995 | RGSVX vs LMGEX | |
| Western Asset SMASh Series M Fund | Intermediate Core-Plus Bond | 44 | 0.43% | — | Dec 2006 | RGSVX vs LMSMX | |
| ClearBridge Value Trust | Large Cap Value Equities | 79 | 13.48% | — | Apr 1982 | RGSVX vs LMVTX | |
| ClearBridge International Growth Fund | Foreign Large Cap Equities | 11 | 0.79% | — | Apr 1995 | RGSVX vs LMGTX |
Often Compared With RGSVX
Investors most often compare RGSVX with VGENX, RYEIX, GRHIX. These 20 comparison targets span 5 categories, based on PortfoliosLab usage data.
Compare RGSVX with Any Fund or Stock
Compare RGSVX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.
Pair RGSVX with funds that move differently
ClearBridge Global Infrastructure Income Fund alternatives help with substitution. Diversifiers are the next step when you want funds with lower historical correlation to RGSVX.
Explore RGSVX Diversifiers