GOBSX vs. LMISX
Compare and contrast key facts about BrandywineGLOBAL - Global Opportunities Bond Fund (GOBSX) and Franklin U.S. Large Cap Equity Fund (LMISX).
GOBSX is managed by Legg Mason. It was launched on Oct 31, 2006. LMISX is managed by Legg Mason. It was launched on Apr 30, 2008.
Performance
GOBSX vs. LMISX - Performance Comparison
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GOBSX vs. LMISX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
GOBSX BrandywineGLOBAL - Global Opportunities Bond Fund | -2.02% | 13.59% | -9.38% | 7.42% | -15.66% | -5.27% | 12.66% | 9.21% | -5.59% | 11.51% |
LMISX Franklin U.S. Large Cap Equity Fund | -6.94% | 18.05% | 29.58% | 27.88% | -20.61% | 31.69% | 17.20% | 25.95% | -7.57% | 23.50% |
Returns By Period
In the year-to-date period, GOBSX achieves a -2.02% return, which is significantly higher than LMISX's -6.94% return. Over the past 10 years, GOBSX has underperformed LMISX with an annualized return of 0.82%, while LMISX has yielded a comparatively higher 13.37% annualized return.
GOBSX
- 1D
- -0.23%
- 1M
- -5.00%
- YTD
- -2.02%
- 6M
- -1.82%
- 1Y
- 6.24%
- 3Y*
- 1.45%
- 5Y*
- -2.06%
- 10Y*
- 0.82%
LMISX
- 1D
- -0.35%
- 1M
- -7.34%
- YTD
- -6.94%
- 6M
- -3.94%
- 1Y
- 17.44%
- 3Y*
- 19.40%
- 5Y*
- 11.96%
- 10Y*
- 13.37%
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GOBSX vs. LMISX - Expense Ratio Comparison
GOBSX has a 0.56% expense ratio, which is lower than LMISX's 0.70% expense ratio.
Return for Risk
GOBSX vs. LMISX — Risk / Return Rank
GOBSX
LMISX
GOBSX vs. LMISX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for BrandywineGLOBAL - Global Opportunities Bond Fund (GOBSX) and Franklin U.S. Large Cap Equity Fund (LMISX). 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.
| GOBSX | LMISX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.87 | 1.00 | -0.13 |
Sortino ratioReturn per unit of downside risk | 1.33 | 1.53 | -0.20 |
Omega ratioGain probability vs. loss probability | 1.16 | 1.23 | -0.07 |
Calmar ratioReturn relative to maximum drawdown | 1.32 | 1.30 | +0.03 |
Martin ratioReturn relative to average drawdown | 4.06 | 6.44 | -2.39 |
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
| GOBSX | LMISX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.87 | 1.00 | -0.13 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | -0.22 | 0.68 | -0.91 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.10 | 0.72 | -0.62 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.42 | 0.52 | -0.09 |
Correlation
The correlation between GOBSX and LMISX is 0.28, which is considered to be low. This implies their price changes are not closely related. A low correlation is generally favorable for portfolio diversification, as it helps to reduce overall risk by spreading it across multiple assets with different performance patterns.
Dividends
GOBSX vs. LMISX - Dividend Comparison
GOBSX's dividend yield for the trailing twelve months is around 2.76%, less than LMISX's 4.41% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
GOBSX BrandywineGLOBAL - Global Opportunities Bond Fund | 2.76% | 4.28% | 3.80% | 0.09% | 6.70% | 2.30% | 0.31% | 1.56% | 3.15% | 3.68% | 1.87% | 2.61% |
LMISX Franklin U.S. Large Cap Equity Fund | 4.41% | 4.11% | 3.97% | 7.68% | 0.95% | 25.55% | 3.53% | 8.42% | 17.16% | 6.53% | 1.42% | 6.23% |
Drawdowns
GOBSX vs. LMISX - Drawdown Comparison
The maximum GOBSX drawdown since its inception was -29.04%, smaller than the maximum LMISX drawdown of -50.34%. Use the drawdown chart below to compare losses from any high point for GOBSX and LMISX.
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Drawdown Indicators
| GOBSX | LMISX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -29.04% | -50.34% | +21.30% |
Max Drawdown (1Y)Largest decline over 1 year | -5.10% | -12.09% | +6.99% |
Max Drawdown (5Y)Largest decline over 5 years | -29.04% | -26.11% | -2.93% |
Max Drawdown (10Y)Largest decline over 10 years | -29.04% | -35.27% | +6.23% |
Current DrawdownCurrent decline from peak | -13.78% | -8.69% | -5.09% |
Average DrawdownAverage peak-to-trough decline | -6.67% | -7.68% | +1.01% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 1.66% | 2.43% | -0.77% |
Volatility
GOBSX vs. LMISX - Volatility Comparison
The current volatility for BrandywineGLOBAL - Global Opportunities Bond Fund (GOBSX) is 2.97%, while Franklin U.S. Large Cap Equity Fund (LMISX) has a volatility of 3.99%. This indicates that GOBSX experiences smaller price fluctuations and is considered to be less risky than LMISX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| GOBSX | LMISX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 2.97% | 3.99% | -1.02% |
Volatility (6M)Calculated over the trailing 6-month period | 4.42% | 9.18% | -4.76% |
Volatility (1Y)Calculated over the trailing 1-year period | 7.23% | 18.13% | -10.90% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 9.20% | 17.67% | -8.47% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 8.49% | 18.75% | -10.26% |