LBGIX vs. RIPIX
Compare and contrast key facts about ClearBridge Mid Cap Growth Fund (LBGIX) and Royce International Premier Fund Institutional Class (RIPIX).
LBGIX is managed by Franklin Templeton. It was launched on Aug 31, 2010. RIPIX is managed by Royce Investment Partners.
Performance
LBGIX vs. RIPIX - Performance Comparison
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LBGIX vs. RIPIX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | |
|---|---|---|---|---|---|---|---|---|---|
LBGIX ClearBridge Mid Cap Growth Fund | -9.02% | 3.06% | 18.83% | 29.07% | -33.31% | 22.59% | 45.33% | 30.88% | -11.21% |
RIPIX Royce International Premier Fund Institutional Class | -9.90% | 9.89% | -7.04% | 8.14% | -26.99% | 6.22% | 16.11% | 34.69% | -12.52% |
Returns By Period
In the year-to-date period, LBGIX achieves a -9.02% return, which is significantly higher than RIPIX's -9.90% return.
LBGIX
- 1D
- -1.23%
- 1M
- -10.51%
- YTD
- -9.02%
- 6M
- -13.01%
- 1Y
- 3.55%
- 3Y*
- 9.52%
- 5Y*
- 2.51%
- 10Y*
- 10.51%
RIPIX
- 1D
- -0.44%
- 1M
- -10.68%
- YTD
- -9.90%
- 6M
- -12.89%
- 1Y
- -0.99%
- 3Y*
- -2.49%
- 5Y*
- -4.59%
- 10Y*
- —
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LBGIX vs. RIPIX - Expense Ratio Comparison
LBGIX has a 0.85% expense ratio, which is lower than RIPIX's 1.04% expense ratio.
Return for Risk
LBGIX vs. RIPIX — Risk / Return Rank
LBGIX
RIPIX
LBGIX vs. RIPIX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for ClearBridge Mid Cap Growth Fund (LBGIX) and Royce International Premier Fund Institutional Class (RIPIX). 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.
| LBGIX | RIPIX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.14 | -0.14 | +0.28 |
Sortino ratioReturn per unit of downside risk | 0.37 | -0.09 | +0.46 |
Omega ratioGain probability vs. loss probability | 1.05 | 0.99 | +0.06 |
Calmar ratioReturn relative to maximum drawdown | 0.09 | -0.19 | +0.27 |
Martin ratioReturn relative to average drawdown | 0.28 | -0.51 | +0.79 |
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
| LBGIX | RIPIX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.14 | -0.14 | +0.28 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.11 | -0.30 | +0.41 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.47 | — | — |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.56 | 0.04 | +0.51 |
Correlation
The correlation between LBGIX and RIPIX is 0.63, which is considered to be moderate. This suggests that the two assets have some degree of positive relationship in their price movements. Moderate correlation can be acceptable for portfolio diversification, offering a balance between risk and potential returns.
Dividends
LBGIX vs. RIPIX - Dividend Comparison
LBGIX's dividend yield for the trailing twelve months is around 7.24%, more than RIPIX's 1.62% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
LBGIX ClearBridge Mid Cap Growth Fund | 7.24% | 6.59% | 0.00% | 0.00% | 0.00% | 4.17% | 14.62% | 8.02% | 11.85% | 2.29% |
RIPIX Royce International Premier Fund Institutional Class | 1.62% | 1.46% | 5.66% | 3.09% | 3.87% | 5.02% | 0.36% | 0.58% | 0.54% | 0.00% |
Drawdowns
LBGIX vs. RIPIX - Drawdown Comparison
The maximum LBGIX drawdown since its inception was -41.56%, roughly equal to the maximum RIPIX drawdown of -41.89%. Use the drawdown chart below to compare losses from any high point for LBGIX and RIPIX.
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Drawdown Indicators
| LBGIX | RIPIX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -41.56% | -41.89% | +0.33% |
Max Drawdown (1Y)Largest decline over 1 year | -14.18% | -16.38% | +2.20% |
Max Drawdown (5Y)Largest decline over 5 years | -41.56% | -41.89% | +0.33% |
Max Drawdown (10Y)Largest decline over 10 years | -41.56% | — | — |
Current DrawdownCurrent decline from peak | -14.37% | -33.58% | +19.21% |
Average DrawdownAverage peak-to-trough decline | -8.26% | -17.83% | +9.57% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 4.37% | 6.03% | -1.66% |
Volatility
LBGIX vs. RIPIX - Volatility Comparison
ClearBridge Mid Cap Growth Fund (LBGIX) has a higher volatility of 6.36% compared to Royce International Premier Fund Institutional Class (RIPIX) at 5.45%. This indicates that LBGIX's price experiences larger fluctuations and is considered to be riskier than RIPIX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| LBGIX | RIPIX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 6.36% | 5.45% | +0.91% |
Volatility (6M)Calculated over the trailing 6-month period | 12.97% | 9.22% | +3.75% |
Volatility (1Y)Calculated over the trailing 1-year period | 23.41% | 13.61% | +9.80% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 23.53% | 15.26% | +8.27% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 22.63% | 16.14% | +6.49% |