LMASX vs. LMGEX
Compare and contrast key facts about ClearBridge Small Cap Fund (LMASX) and Franklin International Equity Fund (LMGEX).
LMASX is managed by Legg Mason. It was launched on Dec 30, 1985. LMGEX is managed by Legg Mason. It was launched on Feb 17, 1995.
Performance
LMASX vs. LMGEX - Performance Comparison
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LMASX vs. LMGEX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
LMASX ClearBridge Small Cap Fund | -2.08% | 5.38% | 6.61% | 16.09% | -21.19% | 17.67% | 2.44% | 29.75% | -9.81% | 10.94% |
LMGEX Franklin International Equity Fund | -2.30% | 32.05% | 3.42% | 18.48% | -13.55% | 12.87% | 2.74% | 17.61% | -16.67% | 23.58% |
Returns By Period
In the year-to-date period, LMASX achieves a -2.08% return, which is significantly higher than LMGEX's -2.30% return. Both investments have delivered pretty close results over the past 10 years, with LMASX having a 7.04% annualized return and LMGEX not far ahead at 7.21%.
LMASX
- 1D
- -0.40%
- 1M
- -7.82%
- YTD
- -2.08%
- 6M
- -1.24%
- 1Y
- 10.21%
- 3Y*
- 7.58%
- 5Y*
- 1.01%
- 10Y*
- 7.04%
LMGEX
- 1D
- 0.30%
- 1M
- -11.03%
- YTD
- -2.30%
- 6M
- 1.61%
- 1Y
- 17.92%
- 3Y*
- 13.72%
- 5Y*
- 7.81%
- 10Y*
- 7.21%
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LMASX vs. LMGEX - Expense Ratio Comparison
LMASX has a 1.85% expense ratio, which is lower than LMGEX's 2.05% expense ratio.
Return for Risk
LMASX vs. LMGEX — Risk / Return Rank
LMASX
LMGEX
LMASX vs. LMGEX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for ClearBridge Small Cap Fund (LMASX) and Franklin International Equity Fund (LMGEX). 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.
| LMASX | LMGEX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.56 | 1.01 | -0.44 |
Sortino ratioReturn per unit of downside risk | 0.94 | 1.42 | -0.48 |
Omega ratioGain probability vs. loss probability | 1.12 | 1.20 | -0.08 |
Calmar ratioReturn relative to maximum drawdown | 0.68 | 1.37 | -0.70 |
Martin ratioReturn relative to average drawdown | 2.49 | 5.35 | -2.86 |
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
| LMASX | LMGEX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.56 | 1.01 | -0.44 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.05 | 0.50 | -0.46 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.31 | 0.45 | -0.14 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.43 | 0.26 | +0.17 |
Correlation
The correlation between LMASX and LMGEX is 0.59, 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
LMASX vs. LMGEX - Dividend Comparison
LMASX's dividend yield for the trailing twelve months is around 12.11%, more than LMGEX's 8.47% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
LMASX ClearBridge Small Cap Fund | 12.11% | 11.86% | 6.98% | 1.81% | 0.00% | 18.14% | 0.05% | 4.15% | 13.81% | 6.78% | 3.35% | 5.67% |
LMGEX Franklin International Equity Fund | 8.47% | 8.28% | 5.68% | 1.51% | 2.88% | 5.10% | 0.58% | 0.49% | 1.62% | 1.60% | 1.30% | 0.91% |
Drawdowns
LMASX vs. LMGEX - Drawdown Comparison
The maximum LMASX drawdown since its inception was -69.22%, which is greater than LMGEX's maximum drawdown of -63.37%. Use the drawdown chart below to compare losses from any high point for LMASX and LMGEX.
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Drawdown Indicators
| LMASX | LMGEX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -69.22% | -63.37% | -5.85% |
Max Drawdown (1Y)Largest decline over 1 year | -14.72% | -11.64% | -3.08% |
Max Drawdown (5Y)Largest decline over 5 years | -30.07% | -28.98% | -1.09% |
Max Drawdown (10Y)Largest decline over 10 years | -47.13% | -39.79% | -7.34% |
Current DrawdownCurrent decline from peak | -9.44% | -11.11% | +1.67% |
Average DrawdownAverage peak-to-trough decline | -10.49% | -18.29% | +7.80% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 3.98% | 2.98% | +1.00% |
Volatility
LMASX vs. LMGEX - Volatility Comparison
The current volatility for ClearBridge Small Cap Fund (LMASX) is 5.25%, while Franklin International Equity Fund (LMGEX) has a volatility of 7.02%. This indicates that LMASX experiences smaller price fluctuations and is considered to be less risky than LMGEX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| LMASX | LMGEX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 5.25% | 7.02% | -1.77% |
Volatility (6M)Calculated over the trailing 6-month period | 12.70% | 10.84% | +1.86% |
Volatility (1Y)Calculated over the trailing 1-year period | 22.12% | 16.89% | +5.23% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 20.99% | 15.56% | +5.43% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 22.53% | 16.08% | +6.45% |