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 a closer substitute for your current allocation.
Cheapest Alternatives to SHAPX
SHAPX charges 0.93% annually. There are 285 mutual funds in the Large Cap Blend Equities category with lower expense ratios, going as low as 0.01%.
| Symbol | Name | Expense Ratio | AUM | Inception | |
|---|---|---|---|---|---|
| Vanguard 500 Index Fund Institutional Select Share... | 0.01% | — | — | SHAPX vs VFFSX | |
| Vanguard Total Stock Market Index Fund Institution... | 0.01% | — | Jun 2016 | SHAPX vs VSTSX | |
| Fidelity Total Market Index Fund | 0.02% | — | — | SHAPX vs FSKAX | |
| Fidelity SAI U.S. Large Cap Index Fund | 0.02% | — | Feb 2016 | SHAPX vs FLCPX | |
| Vanguard Total Stock Market Index Fund Institution... | 0.02% | 2.30T | Apr 2015 | SHAPX vs VSMPX |
Best Risk-Adjusted Alternatives to SHAPX
SHAPX has a PortfoliosLab risk / return rank of 31. There are 319 mutual funds in the Large Cap Blend Equities category with higher risk-adjusted ranks, going as high as 96.
| Symbol | Name | Risk / Return Rank | AUM | Inception | |
|---|---|---|---|---|---|
| Vanguard PRIMECAP Core Fund | 96 | 17.20B | Dec 2004 | SHAPX vs VPCCX | |
| Vanguard PRIMECAP Fund Admiral Shares | 95 | 92.00B | Nov 2001 | SHAPX vs VPMAX | |
| PrimeCap Odyssey Stock Fund | 94 | — | Nov 2004 | SHAPX vs POSKX | |
| Glenmede Quantitative U.S. Large Cap Core Equity P... | 92 | — | Feb 2004 | SHAPX vs GTLOX | |
| Integrity ESG Growth & Income Fund | 91 | — | Jan 1995 | SHAPX vs IGIAX |
Top Performing SHAPX Alternatives (YTD)
SHAPX is at 4.32% YTD. There are 341 mutual funds in the Large Cap Blend Equities category with higher YTD returns, going as high as 33.95%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| Vanguard PRIMECAP Core Fund | 33.95% | 17.20B | Dec 2004 | SHAPX vs VPCCX | |
| Vanguard PRIMECAP Fund Admiral Shares | 29.80% | 92.00B | Nov 2001 | SHAPX vs VPMAX | |
| Integrity ESG Growth & Income Fund | 27.12% | — | Jan 1995 | SHAPX vs IGIAX | |
| Fidelity Leveraged Company Stock Fund Class K | 27.04% | — | May 2008 | SHAPX vs FLCKX | |
| Fidelity Leveraged Company Stock Fund | 26.99% | — | Dec 2000 | SHAPX vs FLVCX |
Lowest Volatility Alternatives to SHAPX
SHAPX has 10.95% 1-year volatility. There are 47 mutual funds in the Large Cap Blend Equities category with lower 1-year volatility, going as low as 2.29%.
| Symbol | Name | Volatility 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| North Square Preferred and Income Securities Fund | 2.29% | — | Jun 2013 | SHAPX vs ORDNX | |
| Goldman Sachs Strategic Volatility Premium Fund | 2.40% | — | Mar 2021 | SHAPX vs SVPFX | |
| AQR Large Cap Defensive Style Fund Class R6 | 8.39% | — | Jul 2012 | SHAPX vs QUERX | |
| AQR Large Cap Defensive Style Fund | 8.40% | — | Jul 2012 | SHAPX vs AUEIX | |
| Fidelity SAI U.S. Low Volatility Index Fund | 8.59% | — | May 2015 | SHAPX vs FSUVX |
Lowest Drawdown Alternatives to SHAPX
SHAPX has a 1-year max drawdown of -8.74%. There are 101 mutual funds in the Large Cap Blend Equities category with shallower 1-year drawdowns, going as shallow as -1.33%.
| Symbol | Name | Max Drawdown 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| Goldman Sachs Strategic Volatility Premium Fund | -1.33% | — | Mar 2021 | SHAPX vs SVPFX | |
| North Square Preferred and Income Securities Fund | -2.66% | — | Jun 2013 | SHAPX vs ORDNX | |
| Rock Oak Core Growth Fund | -4.14% | — | Dec 2004 | SHAPX vs RCKSX | |
| AQR Large Cap Defensive Style Fund | -5.91% | — | Jul 2012 | SHAPX vs AUEIX | |
| AQR Large Cap Defensive Style Fund Class R6 | -5.93% | — | Jul 2012 | SHAPX vs QUERX |
Other Mutual Funds from Franklin Templeton
The 10 most viewed Franklin Templeton mutual funds shown here include FKDNX, FKRCX, FKINX and span 9 categories.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|---|---|
| Franklin DynaTech Fund | Large Cap Growth Equities, Technology Equities | 19 | 10.18% | — | Jan 1968 | SHAPX vs FKDNX | |
| Franklin Gold and Precious Metals Fund | Gold, Precious Metals | 34 | -1.84% | — | May 1969 | SHAPX vs FKRCX | |
| Franklin Income Fund Class A1 | Diversified Portfolio | 82 | 4.34% | — | — | SHAPX vs FKINX | |
| Franklin Growth Fund | Large Cap Growth Equities | 24 | 4.76% | — | Apr 1948 | SHAPX vs FKGRX | |
| ClearBridge Energy Midstream Opportunity Fund | MLPs, Energy Equities | 23 | 16.33% | — | Jun 2011 | SHAPX vs EMO | |
| Franklin Rising Dividends Fund | Large Cap Blend Equities | 32 | 5.20% | — | Jan 1987 | SHAPX vs FRDPX | |
| ClearBridge Large Cap Growth Fund | Large Cap Growth Equities | 7 | 1.54% | — | Aug 1997 | SHAPX vs SBLGX | |
| ClearBridge Aggressive Growth Fund | Large Cap Blend Equities | 7 | 1.90% | — | Oct 1983 | SHAPX vs SHRAX | |
| Franklin Income Fund Advisor Class | Diversified Portfolio | 87 | 4.46% | — | Aug 1997 | SHAPX vs FRIAX | |
| Franklin Utilities Fund | Utilities Equities | 23 | 7.77% | — | Sep 1948 | SHAPX vs FKUTX |
Often Compared With SHAPX
Investors most often compare SHAPX with VOO, ^GSPC, FXAIX. These 20 comparison targets span 11 categories, 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.
Pair SHAPX with funds that move differently
ClearBridge Appreciation Fund alternatives help with substitution. Diversifiers are the next step when you want funds with lower historical correlation to SHAPX.
Explore SHAPX Diversifiers