ACSTX vs. SHRAX
Compare and contrast key facts about Invesco Comstock Fund (ACSTX) and ClearBridge Aggressive Growth Fund (SHRAX).
ACSTX is managed by Invesco. It was launched on Oct 7, 1968. SHRAX is managed by Franklin Templeton. It was launched on Oct 24, 1983.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: ACSTX or SHRAX.
Key characteristics
| ACSTX | SHRAX | |
|---|---|---|
| YTD Return | 12.16% | 4.82% |
| 1Y Return | 17.81% | 17.62% |
| 3Y Return (Ann) | 11.10% | -1.28% |
| 5Y Return (Ann) | 12.48% | 6.15% |
| 10Y Return (Ann) | 8.25% | 5.45% |
| Sharpe Ratio | 1.71 | 1.19 |
| Daily Std Dev | 11.26% | 15.69% |
| Max Drawdown | -61.02% | -57.26% |
| Current Drawdown | -1.87% | -8.74% |
Correlation
The correlation between ACSTX and SHRAX is 0.76, 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
ACSTX vs. SHRAX - Performance Comparison
In the year-to-date period, ACSTX achieves a 12.16% return, which is significantly higher than SHRAX's 4.82% return. Over the past 10 years, ACSTX has outperformed SHRAX with an annualized return of 8.25%, while SHRAX has yielded a comparatively lower 5.45% annualized return. The chart below displays the growth of a $10,000 investment in both assets, with all prices adjusted for splits and dividends.
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ACSTX vs. SHRAX - Expense Ratio Comparison
ACSTX has a 0.80% expense ratio, which is lower than SHRAX's 1.11% expense ratio.
Risk-Adjusted Performance
ACSTX vs. SHRAX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Invesco Comstock Fund (ACSTX) and ClearBridge Aggressive Growth Fund (SHRAX). 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.
Dividends
ACSTX vs. SHRAX - Dividend Comparison
ACSTX's dividend yield for the trailing twelve months is around 7.57%, less than SHRAX's 13.14% yield.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
ACSTX Invesco Comstock Fund | 7.57% | 8.44% | 13.00% | 8.66% | 2.05% | 7.42% | 10.03% | 3.60% | 7.81% | 1.56% | 1.59% | 1.18% |
SHRAX ClearBridge Aggressive Growth Fund | 13.14% | 13.77% | 15.63% | 26.11% | 18.42% | 12.71% | 18.97% | 5.97% | 4.76% | 4.03% | 1.97% | 0.79% |
Drawdowns
ACSTX vs. SHRAX - Drawdown Comparison
The maximum ACSTX drawdown since its inception was -61.02%, which is greater than SHRAX's maximum drawdown of -57.26%. Use the drawdown chart below to compare losses from any high point for ACSTX and SHRAX. For additional features, visit the drawdowns tool.
Volatility
ACSTX vs. SHRAX - Volatility Comparison
The current volatility for Invesco Comstock Fund (ACSTX) is 3.19%, while ClearBridge Aggressive Growth Fund (SHRAX) has a volatility of 5.22%. This indicates that ACSTX experiences smaller price fluctuations and is considered to be less risky than SHRAX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.