LMGNX vs. WCMIX
Compare and contrast key facts about ClearBridge International Growth Fund Class I (LMGNX) and WCM Focused International Growth Fund (WCMIX).
LMGNX is managed by Franklin Templeton. It was launched on Apr 17, 1995. WCMIX is managed by WCM Investment Management. It was launched on May 30, 2011.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: LMGNX or WCMIX.
Correlation
The correlation between LMGNX and WCMIX is 0.80, 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. WCMIX - Performance Comparison
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Key characteristics
LMGNX:
0.77
WCMIX:
0.05
LMGNX:
1.15
WCMIX:
0.24
LMGNX:
1.15
WCMIX:
1.04
LMGNX:
0.92
WCMIX:
0.05
LMGNX:
3.04
WCMIX:
0.17
LMGNX:
4.37%
WCMIX:
9.01%
LMGNX:
17.65%
WCMIX:
23.60%
LMGNX:
-71.13%
WCMIX:
-42.39%
LMGNX:
-0.58%
WCMIX:
-13.91%
Returns By Period
In the year-to-date period, LMGNX achieves a 13.32% return, which is significantly lower than WCMIX's 17.51% return. Both investments have delivered pretty close results over the past 10 years, with LMGNX having a 7.59% annualized return and WCMIX not far behind at 7.32%.
LMGNX
13.32%
9.74%
12.61%
13.42%
12.29%
9.18%
7.59%
WCMIX
17.51%
13.85%
1.70%
1.14%
9.39%
7.19%
7.32%
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LMGNX vs. WCMIX - Expense Ratio Comparison
LMGNX has a 0.78% expense ratio, which is lower than WCMIX's 1.04% expense ratio.
Risk-Adjusted Performance
LMGNX vs. WCMIX — Risk-Adjusted Performance Rank
LMGNX
WCMIX
LMGNX vs. WCMIX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for ClearBridge International Growth Fund Class I (LMGNX) and WCM Focused International Growth Fund (WCMIX). 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.
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Dividends
LMGNX vs. WCMIX - Dividend Comparison
LMGNX's dividend yield for the trailing twelve months is around 1.22%, less than WCMIX's 10.88% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
LMGNX ClearBridge International Growth Fund Class I | 1.22% | 1.38% | 1.28% | 0.81% | 2.28% | 0.16% | 0.31% | 0.24% | 0.21% | 0.56% | 0.00% | 0.00% |
WCMIX WCM Focused International Growth Fund | 10.88% | 12.78% | 0.65% | 0.11% | 4.60% | 1.42% | 0.22% | 4.17% | 0.46% | 2.09% | 1.20% | 0.54% |
Drawdowns
LMGNX vs. WCMIX - Drawdown Comparison
The maximum LMGNX drawdown since its inception was -71.13%, which is greater than WCMIX's maximum drawdown of -42.39%. Use the drawdown chart below to compare losses from any high point for LMGNX and WCMIX. For additional features, visit the drawdowns tool.
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Volatility
LMGNX vs. WCMIX - Volatility Comparison
ClearBridge International Growth Fund Class I (LMGNX) and WCM Focused International Growth Fund (WCMIX) have volatilities of 3.33% and 3.26%, 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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