LMGNX vs. FSPGX
Compare and contrast key facts about ClearBridge International Growth Fund Class I (LMGNX) and Fidelity Large Cap Growth Index Fund (FSPGX).
LMGNX is managed by Franklin Templeton. It was launched on Apr 17, 1995. FSPGX is managed by Fidelity.
Performance
LMGNX vs. FSPGX - Performance Comparison
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LMGNX vs. FSPGX - 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% | 35.77% |
FSPGX Fidelity Large Cap Growth Index Fund | -9.77% | 18.54% | 33.27% | 42.77% | -29.17% | 27.57% | 38.46% | 36.38% | -1.79% | 27.70% |
Returns By Period
In the year-to-date period, LMGNX achieves a -4.06% return, which is significantly higher than FSPGX's -9.77% 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%
FSPGX
- 1D
- 3.75%
- 1M
- -5.52%
- YTD
- -9.77%
- 6M
- -9.26%
- 1Y
- 17.78%
- 3Y*
- 21.16%
- 5Y*
- 12.38%
- 10Y*
- —
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LMGNX vs. FSPGX - Expense Ratio Comparison
LMGNX has a 0.78% expense ratio, which is higher than FSPGX's 0.04% expense ratio.
Return for Risk
LMGNX vs. FSPGX — Risk / Return Rank
LMGNX
FSPGX
LMGNX vs. FSPGX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for ClearBridge International Growth Fund Class I (LMGNX) and Fidelity Large Cap Growth Index Fund (FSPGX). 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 | FSPGX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.68 | 0.84 | -0.16 |
Sortino ratioReturn per unit of downside risk | 1.04 | 1.36 | -0.32 |
Omega ratioGain probability vs. loss probability | 1.14 | 1.19 | -0.05 |
Calmar ratioReturn relative to maximum drawdown | 0.88 | 1.17 | -0.29 |
Martin ratioReturn relative to average drawdown | 3.48 | 4.02 | -0.54 |
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
| LMGNX | FSPGX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.68 | 0.84 | -0.16 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.22 | 0.58 | -0.36 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.54 | — | — |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.30 | 0.80 | -0.50 |
Correlation
The correlation between LMGNX and FSPGX 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.
Dividends
LMGNX vs. FSPGX - Dividend Comparison
LMGNX's dividend yield for the trailing twelve months is around 7.64%, more than FSPGX's 0.38% 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% |
FSPGX Fidelity Large Cap Growth Index Fund | 0.38% | 0.34% | 0.37% | 0.73% | 0.86% | 2.22% | 1.76% | 1.04% | 1.32% | 0.22% | 0.00% |
Drawdowns
LMGNX vs. FSPGX - Drawdown Comparison
The maximum LMGNX drawdown since its inception was -71.13%, which is greater than FSPGX's maximum drawdown of -32.66%. Use the drawdown chart below to compare losses from any high point for LMGNX and FSPGX.
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Drawdown Indicators
| LMGNX | FSPGX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -71.13% | -32.66% | -38.47% |
Max Drawdown (1Y)Largest decline over 1 year | -13.62% | -16.17% | +2.55% |
Max Drawdown (5Y)Largest decline over 5 years | -34.96% | -32.66% | -2.30% |
Max Drawdown (10Y)Largest decline over 10 years | -34.96% | — | — |
Current DrawdownCurrent decline from peak | -10.45% | -13.03% | +2.58% |
Average DrawdownAverage peak-to-trough decline | -15.55% | -6.43% | -9.12% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 3.45% | 4.70% | -1.25% |
Volatility
LMGNX vs. FSPGX - Volatility Comparison
ClearBridge International Growth Fund Class I (LMGNX) has a higher volatility of 9.24% compared to Fidelity Large Cap Growth Index Fund (FSPGX) at 6.71%. This indicates that LMGNX's price experiences larger fluctuations and is considered to be riskier than FSPGX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| LMGNX | FSPGX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 9.24% | 6.71% | +2.53% |
Volatility (6M)Calculated over the trailing 6-month period | 13.24% | 12.37% | +0.87% |
Volatility (1Y)Calculated over the trailing 1-year period | 18.87% | 22.58% | -3.71% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 17.46% | 21.52% | -4.06% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 17.21% | 21.66% | -4.45% |