LMGNX vs. FIVFX
Compare and contrast key facts about ClearBridge International Growth Fund Class I (LMGNX) and Fidelity International Capital Appreciation Fund (FIVFX).
LMGNX is managed by Franklin Templeton. It was launched on Apr 17, 1995. FIVFX is managed by Fidelity. It was launched on Nov 1, 1994.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: LMGNX or FIVFX.
Correlation
The correlation between LMGNX and FIVFX is 0.76, which is considered to be high. That indicates a strong positive relationship between their price movements. Having highly-correlated positions in a portfolio may signal a lack of diversification, potentially leading to increased risk during market downturns.
Performance
LMGNX vs. FIVFX - Performance Comparison
Key characteristics
LMGNX:
0.73
FIVFX:
0.35
LMGNX:
1.11
FIVFX:
0.63
LMGNX:
1.15
FIVFX:
1.08
LMGNX:
0.89
FIVFX:
0.36
LMGNX:
2.94
FIVFX:
1.32
LMGNX:
4.37%
FIVFX:
5.35%
LMGNX:
17.64%
FIVFX:
20.16%
LMGNX:
-71.13%
FIVFX:
-66.30%
LMGNX:
-2.42%
FIVFX:
-7.43%
Returns By Period
In the year-to-date period, LMGNX achieves a 7.43% return, which is significantly higher than FIVFX's 5.45% return. Over the past 10 years, LMGNX has outperformed FIVFX with an annualized return of 6.76%, while FIVFX has yielded a comparatively lower 5.69% annualized return.
LMGNX
7.43%
-0.40%
3.35%
11.76%
8.93%
6.76%
FIVFX
5.45%
-1.06%
-0.61%
5.68%
8.10%
5.69%
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LMGNX vs. FIVFX - Expense Ratio Comparison
LMGNX has a 0.78% expense ratio, which is lower than FIVFX's 1.00% expense ratio.
Risk-Adjusted Performance
LMGNX vs. FIVFX — Risk-Adjusted Performance Rank
LMGNX
FIVFX
LMGNX vs. FIVFX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for ClearBridge International Growth Fund Class I (LMGNX) and Fidelity International Capital Appreciation Fund (FIVFX). 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.
Dividends
LMGNX vs. FIVFX - Dividend Comparison
LMGNX's dividend yield for the trailing twelve months is around 1.28%, more than FIVFX's 0.74% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
LMGNX ClearBridge International Growth Fund Class I | 1.28% | 1.38% | 1.28% | 0.75% | 0.40% | 0.16% | 0.32% | 0.24% | 0.21% | 0.56% | 0.00% | 0.00% |
FIVFX Fidelity International Capital Appreciation Fund | 0.74% | 0.78% | 0.38% | 0.05% | 0.00% | 0.17% | 0.58% | 0.47% | 0.33% | 0.68% | 1.98% | 6.09% |
Drawdowns
LMGNX vs. FIVFX - Drawdown Comparison
The maximum LMGNX drawdown since its inception was -71.13%, which is greater than FIVFX's maximum drawdown of -66.30%. Use the drawdown chart below to compare losses from any high point for LMGNX and FIVFX. For additional features, visit the drawdowns tool.
Volatility
LMGNX vs. FIVFX - Volatility Comparison
The current volatility for ClearBridge International Growth Fund Class I (LMGNX) is 11.31%, while Fidelity International Capital Appreciation Fund (FIVFX) has a volatility of 13.56%. This indicates that LMGNX experiences smaller price fluctuations and is considered to be less risky than FIVFX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.