LMGNX vs. FCGSX
LMGNX (ClearBridge International Growth Fund Class I) and FCGSX (Fidelity Series Growth Company Fund) are both Large Cap Growth Equities funds. Over the past 10 years, LMGNX returned 9.64%/yr vs 23.50%/yr for FCGSX. Their 0.77 correlation means they have sometimes moved together and sometimes differently. LMGNX charges 0.78%/yr vs 0.00%/yr for FCGSX.
Performance
LMGNX vs. FCGSX - Performance Comparison
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Returns By Period
In the year-to-date period, LMGNX achieves a 2.08% return, which is significantly lower than FCGSX's 19.33% return. Over the past 10 years, LMGNX has underperformed FCGSX with an annualized return of 9.64%, while FCGSX has yielded a comparatively higher 23.50% annualized return.
LMGNX
- 1D
- 0.69%
- 1M
- -2.71%
- 6M
- -1.21%
- YTD
- 2.08%
- 1Y
- 9.57%
- 3Y*
- 11.99%
- 5Y*
- 3.85%
- 10Y*
- 9.64%
- ALL TIME*
- 6.62%
FCGSX
- 1D
- 2.36%
- 1M
- -1.42%
- 6M
- 15.89%
- YTD
- 19.33%
- 1Y
- 36.52%
- 3Y*
- 31.12%
- 5Y*
- 16.74%
- 10Y*
- 23.50%
- ALL TIME*
- 20.86%
Liquidity Comparison
| Position | Avg. Volume Value (2W) | Avg. Volume Value (1M) | Avg. Volume Value (3M) |
|---|---|---|---|
| $0.00 | $0.00 | $0.00 | |
| $0.00 | $0.00 | $0.00 |
LMGNX vs. FCGSX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
LMGNX ClearBridge International Growth Fund Class I | 2.08% | 23.05% | 7.48% | 14.30% | -21.16% | 3.99% | 24.92% | 31.43% | -9.37% | 36.41% |
FCGSX Fidelity Series Growth Company Fund | 19.33% | 25.52% | 38.00% | 45.97% | -32.15% | 25.13% | 70.01% | 39.75% | -4.03% | 37.69% |
Correlation
The correlation between LMGNX and FCGSX is 0.78, which is moderate. They have sometimes moved together and sometimes differently, sharing some price drivers without tracking each other closely.
| Correlation | |
|---|---|
Correlation (1Y) Focuses on recent behavior, but can change the most. | 0.78 |
Correlation (3Y) Balances recent behavior with more history. | 0.72 |
Correlation (5Y) Shows whether the relationship held over a longer period. | 0.76 |
Correlation (10Y) Provides a long-term view across more market conditions. | 0.75 |
Correlation (All Time) Calculated using the full available price history since Nov 19, 2013 | 0.77 |
The correlation between LMGNX and FCGSX has been stable across timeframes, ranging from 0.72 to 0.78 - a consistent structural relationship.
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Return for Risk
LMGNX vs. FCGSX — Risk / Return Rank
LMGNX
FCGSX
LMGNX vs. FCGSX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for ClearBridge International Growth Fund Class I (LMGNX) and Fidelity Series Growth Company Fund (FCGSX). 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.
Values are calculated on a 1-year rolling basis and updated daily. Risk-adjusted metrics are more stable over longer periods — use the period switch above to explore them.
| LMGNX | FCGSX | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | -1.42 | ||
| Sortino ratioReturn per unit of downside risk | -1.70 | ||
| Omega ratioGain probability vs. loss probability | 1.11 | 1.33 | -0.22 |
| Calmar ratioReturn relative to maximum drawdown | 0.84 | 3.80 | -2.97 |
| Martin ratioReturn relative to average drawdown | 2.71 | 13.78 | -11.07 |
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Drawdowns
LMGNX vs. FCGSX - Drawdown Comparison
The maximum LMGNX drawdown since its inception was -71.13%, which is greater than FCGSX's maximum drawdown of -38.77%. Use the drawdown chart below to compare losses from any high point for LMGNX and FCGSX.
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Drawdown Indicators
| LMGNX | FCGSX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -71.13% | -38.77% | -32.36% |
Max Drawdown (1Y)Largest decline over 1 year | -13.62% | -10.42% | -3.20% |
Max Drawdown (3Y)Largest decline over 3 years | -14.43% | -26.07% | +11.64% |
Max Drawdown (5Y)Largest decline over 5 years | -34.96% | -38.77% | +3.81% |
Max Drawdown (10Y)Largest decline over 10 years | -34.96% | -38.77% | +3.81% |
Current DrawdownCurrent decline from peak | -6.38% | -4.15% | -2.23% |
Average DrawdownAverage peak-to-trough decline | -15.39% | -6.92% | -8.47% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 4.19% | 2.87% | +1.32% |
Volatility
LMGNX vs. FCGSX - Volatility Comparison
ClearBridge International Growth Fund Class I (LMGNX) and Fidelity Series Growth Company Fund (FCGSX) have volatilities of 6.71% and 6.70%, respectively, indicating that both stocks experience similar levels of price fluctuations. This suggests that the risk associated with both stocks, as measured by volatility, is nearly the same. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| LMGNX | FCGSX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 6.71% | 6.70% | +0.01% |
Volatility (6M)Calculated over the trailing 6-month period | 17.61% | 16.05% | +1.56% |
Volatility (1Y)Calculated over the trailing 1-year period | 20.04% | 19.99% | +0.05% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 18.23% | 24.02% | -5.79% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 17.35% | 23.38% | -6.03% |
LMGNX vs. FCGSX - Expense Ratio Comparison
LMGNX has a 0.78% expense ratio, which is higher than FCGSX's 0.00% expense ratio.
Dividends
LMGNX vs. FCGSX - Dividend Comparison
LMGNX's dividend yield for the trailing twelve months is around 7.18%, less than FCGSX's 8.78% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
FCGSX Fidelity Series Growth Company Fund | 8.78% | 10.48% | 12.49% | 3.13% | 0.61% | 38.65% | 31.99% | 11.06% | 13.21% | 10.51% | 2.44% | 0.25% |
LMGNX ClearBridge International Growth Fund Class I | 7.18% | 7.33% | 1.38% | 1.28% | 0.81% | 2.28% | 0.16% | 0.31% | 0.24% | 0.21% | 0.56% | 0.00% |
Frequently Asked Questions
LMGNX and FCGSX have a correlation of 0.78, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
LMGNX has higher volatility (6.71%) compared to FCGSX (6.70%). In terms of maximum drawdown, LMGNX dropped -71.13% vs FCGSX's -38.77%.
FCGSX currently has the higher Sharpe Ratio (1.99 vs 0.57), meaning it's delivered slightly more return per unit of risk over the trailing 12 months. However, this ranking shifts over time - use the Risk/Return Score above for a more comprehensive view that combines Sharpe, Sortino, and other measures used by quantitative funds.
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