SBMAX vs. MISIX
Compare and contrast key facts about ClearBridge Mid Cap Fund (SBMAX) and Victory Trivalent International Small-Cap Fund Class I (MISIX).
SBMAX is managed by Franklin Templeton. It was launched on Sep 1, 1998. MISIX is managed by Victory.
Performance
SBMAX vs. MISIX - Performance Comparison
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SBMAX vs. MISIX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
SBMAX ClearBridge Mid Cap Fund | -5.21% | 4.21% | 9.79% | 13.51% | -25.19% | 28.37% | 16.25% | 32.77% | -12.92% | 12.69% |
MISIX Victory Trivalent International Small-Cap Fund Class I | -0.70% | 42.00% | 4.70% | 15.49% | -23.13% | 12.41% | 15.42% | 27.88% | -20.20% | 37.14% |
Returns By Period
In the year-to-date period, SBMAX achieves a -5.21% return, which is significantly lower than MISIX's -0.70% return. Over the past 10 years, SBMAX has underperformed MISIX with an annualized return of 7.09%, while MISIX has yielded a comparatively higher 9.25% annualized return.
SBMAX
- 1D
- -1.03%
- 1M
- -9.90%
- YTD
- -5.21%
- 6M
- -8.88%
- 1Y
- 5.82%
- 3Y*
- 6.56%
- 5Y*
- 1.27%
- 10Y*
- 7.09%
MISIX
- 1D
- -0.60%
- 1M
- -13.84%
- YTD
- -0.70%
- 6M
- 4.64%
- 1Y
- 33.88%
- 3Y*
- 16.76%
- 5Y*
- 7.07%
- 10Y*
- 9.25%
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SBMAX vs. MISIX - Expense Ratio Comparison
SBMAX has a 1.13% expense ratio, which is higher than MISIX's 0.97% expense ratio.
Return for Risk
SBMAX vs. MISIX — Risk / Return Rank
SBMAX
MISIX
SBMAX vs. MISIX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for ClearBridge Mid Cap Fund (SBMAX) and Victory Trivalent International Small-Cap Fund Class I (MISIX). 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.
| SBMAX | MISIX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.29 | 1.97 | -1.68 |
Sortino ratioReturn per unit of downside risk | 0.54 | 2.54 | -2.00 |
Omega ratioGain probability vs. loss probability | 1.08 | 1.39 | -0.31 |
Calmar ratioReturn relative to maximum drawdown | 0.29 | 2.24 | -1.95 |
Martin ratioReturn relative to average drawdown | 1.08 | 9.80 | -8.73 |
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
| SBMAX | MISIX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.29 | 1.97 | -1.68 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.06 | 0.40 | -0.34 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.35 | 0.52 | -0.17 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.43 | 0.31 | +0.12 |
Correlation
The correlation between SBMAX and MISIX is 0.74, 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
SBMAX vs. MISIX - Dividend Comparison
SBMAX's dividend yield for the trailing twelve months is around 9.41%, more than MISIX's 6.09% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
SBMAX ClearBridge Mid Cap Fund | 9.41% | 8.92% | 8.73% | 1.83% | 4.96% | 12.79% | 7.27% | 7.78% | 4.52% | 6.52% | 1.70% | 5.00% |
MISIX Victory Trivalent International Small-Cap Fund Class I | 6.09% | 6.05% | 2.27% | 1.90% | 1.12% | 8.61% | 0.41% | 1.99% | 3.59% | 1.85% | 1.56% | 1.21% |
Drawdowns
SBMAX vs. MISIX - Drawdown Comparison
The maximum SBMAX drawdown since its inception was -52.41%, smaller than the maximum MISIX drawdown of -67.61%. Use the drawdown chart below to compare losses from any high point for SBMAX and MISIX.
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Drawdown Indicators
| SBMAX | MISIX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -52.41% | -67.61% | +15.20% |
Max Drawdown (1Y)Largest decline over 1 year | -14.19% | -13.84% | -0.35% |
Max Drawdown (5Y)Largest decline over 5 years | -31.55% | -37.69% | +6.14% |
Max Drawdown (10Y)Largest decline over 10 years | -39.88% | -41.82% | +1.94% |
Current DrawdownCurrent decline from peak | -10.32% | -13.84% | +3.52% |
Average DrawdownAverage peak-to-trough decline | -9.71% | -16.99% | +7.28% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 3.78% | 3.16% | +0.62% |
Volatility
SBMAX vs. MISIX - Volatility Comparison
The current volatility for ClearBridge Mid Cap Fund (SBMAX) is 5.79%, while Victory Trivalent International Small-Cap Fund Class I (MISIX) has a volatility of 6.80%. This indicates that SBMAX experiences smaller price fluctuations and is considered to be less risky than MISIX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| SBMAX | MISIX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 5.79% | 6.80% | -1.01% |
Volatility (6M)Calculated over the trailing 6-month period | 10.99% | 11.32% | -0.33% |
Volatility (1Y)Calculated over the trailing 1-year period | 20.12% | 16.62% | +3.50% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 19.80% | 17.68% | +2.12% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 20.21% | 17.78% | +2.43% |