LMGTX vs. RGSVX
LMGTX (ClearBridge International Growth Fund) and RGSVX (ClearBridge Global Infrastructure Income Fund) are both mutual funds - LMGTX is a Foreign Large Cap Equities fund managed by Legg Mason, while RGSVX is a Infrastructure Equities fund managed by Legg Mason. Over the past 5 years, LMGTX returned 2.94%/yr vs 8.95%/yr for RGSVX. Their 0.64 correlation means they have sometimes moved together and sometimes differently. LMGTX charges 1.80%/yr vs 0.89%/yr for RGSVX.
Performance
LMGTX vs. RGSVX - Performance Comparison
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Returns By Period
In the year-to-date period, LMGTX achieves a 1.25% return, which is significantly lower than RGSVX's 13.05% return.
LMGTX
- 1D
- 3.94%
- 1M
- -3.00%
- 6M
- -1.70%
- YTD
- 1.25%
- 1Y
- 9.97%
- 3Y*
- 9.47%
- 5Y*
- 2.94%
- 10Y*
- 8.48%
- ALL TIME*
- 6.99%
RGSVX
- 1D
- 1.27%
- 1M
- 0.54%
- 6M
- 7.30%
- YTD
- 13.05%
- 1Y
- 20.45%
- 3Y*
- 13.63%
- 5Y*
- 8.95%
- 10Y*
- —
- ALL TIME*
- 9.74%
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 |
LMGTX vs. RGSVX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
LMGTX ClearBridge International Growth Fund | 1.25% | 21.83% | 6.39% | 13.17% | -21.97% | 2.93% | 23.55% | 30.01% | -10.28% | 35.09% |
RGSVX ClearBridge Global Infrastructure Income Fund | 13.05% | 26.02% | 2.19% | 3.64% | -5.85% | 12.09% | 12.33% | 26.21% | -7.94% | 17.05% |
Correlation
The correlation between LMGTX and RGSVX is 0.45, which is low. Their historical price movements had little consistent relationship.
| Correlation | |
|---|---|
Correlation (1Y) Focuses on recent behavior, but can change the most. | 0.45 |
Correlation (3Y) Balances recent behavior with more history. | 0.50 |
Correlation (5Y) Shows whether the relationship held over a longer period. | 0.62 |
Correlation (All Time) Calculated using the full available price history since Jan 3, 2017 | 0.64 |
The correlation between LMGTX and RGSVX shifts across timeframes, from 0.45 (1 year) to 0.64 (all time), reflecting how their relationship changes across market environments.
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Return for Risk
LMGTX vs. RGSVX — Risk / Return Rank
LMGTX
RGSVX
LMGTX vs. RGSVX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for ClearBridge International Growth Fund (LMGTX) and ClearBridge Global Infrastructure Income Fund (RGSVX). 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.
| LMGTX | RGSVX | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | -1.40 | ||
| Sortino ratioReturn per unit of downside risk | -1.81 | ||
| Omega ratioGain probability vs. loss probability | 1.08 | 1.33 | -0.25 |
| Calmar ratioReturn relative to maximum drawdown | 0.58 | 3.16 | -2.59 |
| Martin ratioReturn relative to average drawdown | 1.88 | 8.93 | -7.05 |
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Drawdowns
LMGTX vs. RGSVX - Drawdown Comparison
The maximum LMGTX drawdown since its inception was -71.47%, which is greater than RGSVX's maximum drawdown of -35.19%. Use the drawdown chart below to compare losses from any high point for LMGTX and RGSVX.
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Drawdown Indicators
| LMGTX | RGSVX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -71.47% | -35.19% | -36.28% |
Max Drawdown (1Y)Largest decline over 1 year | -13.71% | -6.49% | -7.22% |
Max Drawdown (3Y)Largest decline over 3 years | -14.53% | -12.38% | -2.15% |
Max Drawdown (5Y)Largest decline over 5 years | -35.65% | -24.50% | -11.15% |
Max Drawdown (10Y)Largest decline over 10 years | -35.65% | — | — |
Current DrawdownCurrent decline from peak | -6.70% | -2.90% | -3.80% |
Average DrawdownAverage peak-to-trough decline | -16.43% | -5.58% | -10.85% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 4.22% | 2.29% | +1.93% |
Volatility
LMGTX vs. RGSVX - Volatility Comparison
ClearBridge International Growth Fund (LMGTX) has a higher volatility of 6.93% compared to ClearBridge Global Infrastructure Income Fund (RGSVX) at 3.15%. This indicates that LMGTX's price experiences larger fluctuations and is considered to be riskier than RGSVX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| LMGTX | RGSVX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 6.93% | 3.15% | +3.78% |
Volatility (6M)Calculated over the trailing 6-month period | 17.67% | 9.75% | +7.92% |
Volatility (1Y)Calculated over the trailing 1-year period | 20.06% | 11.44% | +8.62% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 18.23% | 14.05% | +4.18% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 17.35% | 15.57% | +1.78% |
LMGTX vs. RGSVX - Expense Ratio Comparison
LMGTX has a 1.80% expense ratio, which is higher than RGSVX's 0.89% expense ratio.
Dividends
LMGTX vs. RGSVX - Dividend Comparison
LMGTX's dividend yield for the trailing twelve months is around 7.72%, more than RGSVX's 3.21% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 |
|---|---|---|---|---|---|---|---|---|---|---|
LMGTX ClearBridge International Growth Fund | 7.72% | 7.81% | 0.54% | 0.48% | 0.07% | 2.24% | 0.00% | 0.00% | 0.00% | 0.00% |
RGSVX ClearBridge Global Infrastructure Income Fund | 3.21% | 3.00% | 4.04% | 4.78% | 4.90% | 4.65% | 3.79% | 2.99% | 2.79% | 2.20% |
Frequently Asked Questions
LMGTX and RGSVX have a correlation of 0.45, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
LMGTX has higher volatility (6.93%) compared to RGSVX (3.15%). In terms of maximum drawdown, LMGTX dropped -71.47% vs RGSVX's -35.19%.
RGSVX currently has the higher Sharpe Ratio (1.80 vs 0.40), 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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