LMGNX vs. FKRCX
Compare and contrast key facts about ClearBridge International Growth Fund Class I (LMGNX) and Franklin Gold and Precious Metals Fund (FKRCX).
LMGNX is managed by Franklin Templeton. It was launched on Apr 17, 1995. FKRCX is managed by Franklin Templeton. It was launched on May 18, 1969.
Performance
LMGNX vs. FKRCX - Performance Comparison
Loading graphics...
LMGNX vs. FKRCX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
LMGNX ClearBridge International Growth Fund Class I | -4.06% | 23.05% | 7.48% | 14.30% | -21.16% | 3.99% | 24.92% | 31.43% | -9.37% | 36.41% |
FKRCX Franklin Gold and Precious Metals Fund | 5.72% | 196.59% | 17.64% | 2.03% | -23.47% | -4.03% | 44.30% | 51.48% | -18.11% | -0.12% |
Returns By Period
In the year-to-date period, LMGNX achieves a -4.06% return, which is significantly lower than FKRCX's 5.72% return. Over the past 10 years, LMGNX has underperformed FKRCX with an annualized return of 9.33%, while FKRCX has yielded a comparatively higher 18.12% annualized return.
LMGNX
- 1D
- 3.51%
- 1M
- -8.09%
- YTD
- -4.06%
- 6M
- -3.93%
- 1Y
- 12.42%
- 3Y*
- 9.53%
- 5Y*
- 3.78%
- 10Y*
- 9.33%
FKRCX
- 1D
- 8.11%
- 1M
- -21.42%
- YTD
- 5.72%
- 6M
- 29.26%
- 1Y
- 121.53%
- 3Y*
- 51.10%
- 5Y*
- 24.45%
- 10Y*
- 18.12%
Compare stocks, funds, or ETFs
Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.
LMGNX vs. FKRCX - Expense Ratio Comparison
LMGNX has a 0.78% expense ratio, which is lower than FKRCX's 0.88% expense ratio.
Return for Risk
LMGNX vs. FKRCX — Risk / Return Rank
LMGNX
FKRCX
LMGNX vs. FKRCX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for ClearBridge International Growth Fund Class I (LMGNX) and Franklin Gold and Precious Metals Fund (FKRCX). 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.
| LMGNX | FKRCX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.68 | 2.85 | -2.17 |
Sortino ratioReturn per unit of downside risk | 1.04 | 3.01 | -1.98 |
Omega ratioGain probability vs. loss probability | 1.14 | 1.43 | -0.29 |
Calmar ratioReturn relative to maximum drawdown | 0.88 | 3.93 | -3.05 |
Martin ratioReturn relative to average drawdown | 3.48 | 14.65 | -11.17 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
Loading graphics...
Sharpe Ratios by Period
| LMGNX | FKRCX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.68 | 2.85 | -2.17 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.22 | 0.74 | -0.52 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.54 | 0.55 | -0.01 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.30 | 0.19 | +0.11 |
Correlation
The correlation between LMGNX and FKRCX is 0.33, 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
LMGNX vs. FKRCX - Dividend Comparison
LMGNX's dividend yield for the trailing twelve months is around 7.64%, less than FKRCX's 10.16% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | |
|---|---|---|---|---|---|---|---|---|---|---|---|
LMGNX ClearBridge International Growth Fund Class I | 7.64% | 7.33% | 1.38% | 1.28% | 0.81% | 2.28% | 0.16% | 0.31% | 0.24% | 0.21% | 0.56% |
FKRCX Franklin Gold and Precious Metals Fund | 10.16% | 10.75% | 13.44% | 3.12% | 0.00% | 9.37% | 10.55% | 0.00% | 0.00% | 0.37% | 8.73% |
Drawdowns
LMGNX vs. FKRCX - Drawdown Comparison
The maximum LMGNX drawdown since its inception was -71.13%, smaller than the maximum FKRCX drawdown of -78.85%. Use the drawdown chart below to compare losses from any high point for LMGNX and FKRCX.
Loading graphics...
Drawdown Indicators
| LMGNX | FKRCX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -71.13% | -78.85% | +7.72% |
Max Drawdown (1Y)Largest decline over 1 year | -13.62% | -31.15% | +17.53% |
Max Drawdown (5Y)Largest decline over 5 years | -34.96% | -48.79% | +13.83% |
Max Drawdown (10Y)Largest decline over 10 years | -34.96% | -49.54% | +14.58% |
Current DrawdownCurrent decline from peak | -10.45% | -21.42% | +10.97% |
Average DrawdownAverage peak-to-trough decline | -15.55% | -33.79% | +18.24% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 3.45% | 8.36% | -4.91% |
Volatility
LMGNX vs. FKRCX - Volatility Comparison
The current volatility for ClearBridge International Growth Fund Class I (LMGNX) is 9.24%, while Franklin Gold and Precious Metals Fund (FKRCX) has a volatility of 18.27%. This indicates that LMGNX experiences smaller price fluctuations and is considered to be less risky than FKRCX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
Loading graphics...
Volatility by Period
| LMGNX | FKRCX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 9.24% | 18.27% | -9.03% |
Volatility (6M)Calculated over the trailing 6-month period | 13.24% | 35.19% | -21.95% |
Volatility (1Y)Calculated over the trailing 1-year period | 18.87% | 43.05% | -24.18% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 17.46% | 33.27% | -15.81% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 17.21% | 32.90% | -15.69% |