ClearBridge Appreciation Fund (SHAPX) Alternatives
ClearBridge Appreciation Fund (SHAPX) belongs to the Large Cap Blend Equities category. Below you'll find alternative mutual funds from the same category, ranked by key criteria, plus funds that investors commonly compare with SHAPX. Use the tables to find lower-cost options, better risk-adjusted returns, or funds that fit a different role in your portfolio.
Cheapest Alternatives to SHAPX
SHAPX charges 0.93% annually. Among mutual funds in the Large Cap Blend Equities category, these options have the lowest expense ratios among SHAPX alternatives.
| Symbol | Name | Expense Ratio | Inception | |
|---|---|---|---|---|
| Vanguard Total Stock Market Index Fund Institution... | 0.01% | Jun 27, 2016 | SHAPX vs VSTSX | |
| Vanguard 500 Index Fund Institutional Select Share... | 0.01% | — | SHAPX vs VFFSX | |
| Fidelity Total Market Index Fund | 0.02% | — | SHAPX vs FSKAX | |
| Fidelity SAI U.S. Large Cap Index Fund | 0.02% | Feb 2, 2016 | SHAPX vs FLCPX | |
| State Street Equity 500 Index Fund Class K | 0.02% | Sep 17, 2014 | SHAPX vs SSSYX |
Best Risk-Adjusted Alternatives to SHAPX
Among mutual funds in the Large Cap Blend Equities category, these options rank highest on PortfoliosLab's risk-adjusted score, which accounts for volatility, drawdown, and return consistency over a 1-year period.
| Symbol | Name | Risk / Return Rank | Inception | |
|---|---|---|---|---|
| Vanguard PRIMECAP Fund Admiral Shares | 93 | Nov 12, 2001 | SHAPX vs VPMAX | |
| Pin Oak Equity | 91 | Aug 3, 1992 | SHAPX vs POGSX | |
| First Eagle Overseas Fund Class I | 89 | — | SHAPX vs SGOIX | |
| Permanent Portfolio Aggressive Growth Portfolio | 88 | Jan 2, 1990 | SHAPX vs PAGRX | |
| Centre American Select Equity Fund | 87 | Dec 21, 2011 | SHAPX vs DHAMX |
Top Performing SHAPX Alternatives (YTD)
SHAPX alternatives from the Large Cap Blend Equities category, sorted by year-to-date return.
| Symbol | Name | YTD Return | Inception | |
|---|---|---|---|---|
| GQG Partners US Select Quality Equity Fund | 9.81% | Sep 28, 2018 | SHAPX vs GQEIX | |
| Nationwide GQG US Quality Equity Fund | 9.70% | Jan 24, 2021 | SHAPX vs NWAUX | |
| AMG Yacktman Global Fund | 8.16% | Jan 30, 2017 | SHAPX vs YFSIX | |
| Muhlenkamp Fund | 6.53% | Nov 1, 1988 | SHAPX vs MUHLX | |
| Rock Oak Core Growth Fund | 6.05% | Dec 31, 2004 | SHAPX vs RCKSX |
Lowest Volatility Alternatives to SHAPX
SHAPX alternatives from the Large Cap Blend Equities category, sorted by annualized volatility over the past year.
| Symbol | Name | Volatility 1Y | Inception | |
|---|---|---|---|---|
| North Square Preferred and Income Securities Fund | 2.63% | Jun 28, 2013 | SHAPX vs ORDNX | |
| Goldman Sachs Strategic Volatility Premium Fund | 8.02% | Mar 28, 2021 | SHAPX vs SVPFX | |
| Fidelity Advisor Growth & Income Fund Class Z | 10.78% | Mar 20, 2025 | SHAPX vs FGJEX | |
| Fidelity Hedged Equity Fund | 10.94% | Sep 8, 2022 | SHAPX vs FEQHX | |
| AQR Large Cap Defensive Style Fund Class R6 | 12.03% | Jul 9, 2012 | SHAPX vs QUERX |
Lowest Drawdown Alternatives to SHAPX
SHAPX alternatives from the Large Cap Blend Equities category, sorted by maximum drawdown over the past year.
| Symbol | Name | Max Drawdown 1Y | Inception | |
|---|---|---|---|---|
| North Square Preferred and Income Securities Fund | -2.66% | Jun 28, 2013 | SHAPX vs ORDNX | |
| Goldman Sachs Strategic Volatility Premium Fund | -5.22% | Mar 28, 2021 | SHAPX vs SVPFX | |
| Fidelity Hedged Equity Fund | -7.40% | Sep 8, 2022 | SHAPX vs FEQHX | |
| Fidelity Infrastructure Fund | -8.43% | Nov 5, 2019 | SHAPX vs FNSTX | |
| GQG Partners US Select Quality Equity Fund | -8.67% | Sep 28, 2018 | SHAPX vs GQEIX |
Other Mutual Funds from Franklin Templeton
Most popular Franklin Templeton mutual funds on PortfoliosLab, across asset classes.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | Inception | |
|---|---|---|---|---|---|---|
| Franklin DynaTech Fund | Large Cap Growth Equities | 21 | -15.24% | Jan 2, 1968 | SHAPX vs FKDNX | |
| Franklin Gold and Precious Metals Fund | Precious Metals | 94 | -2.21% | May 18, 1969 | SHAPX vs FKRCX | |
| Franklin Income Fund Class A1 | Diversified Portfolio | 82 | 2.15% | — | SHAPX vs FKINX | |
| Franklin Growth Fund | Large Cap Growth Equities | 30 | -8.53% | Apr 1, 1948 | SHAPX vs FKGRX | |
| Franklin Rising Dividends Fund | Large Cap Blend Equities | 28 | -4.58% | Jan 14, 1987 | SHAPX vs FRDPX | |
| ClearBridge Energy Midstream Opportunity Fund | MLPs, Energy Equities | 42 | 20.88% | Jun 10, 2011 | SHAPX vs EMO | |
| ClearBridge Large Cap Growth Fund | Large Cap Growth Equities | 7 | -12.79% | Aug 29, 1997 | SHAPX vs SBLGX | |
| ClearBridge Aggressive Growth Fund | Large Cap Blend Equities | 18 | -10.22% | Oct 24, 1983 | SHAPX vs SHRAX | |
| Franklin Income Fund Advisor Class | Diversified Portfolio | 86 | 2.21% | Aug 28, 1997 | SHAPX vs FRIAX | |
| Franklin Utilities Fund | Utilities Equities | 81 | 9.58% | Sep 29, 1948 | SHAPX vs FKUTX |
Often Compared With SHAPX
What investors most often compare with SHAPX, based on PortfoliosLab usage data.
Compare SHAPX with Any Fund or Stock
Compare SHAPX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.