AFVLX vs. SBLGX

In the year-to-date period, AFVLX achieves a 0.09% return, which is significantly lower than SBLGX's 0.18% return.

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AFVLX has a 1.48% expense ratio, which is higher than SBLGX's 0.99% expense ratio.

This table presents a comparison of risk-adjusted performance metrics for Applied Finance Select Fund (AFVLX) and ClearBridge Large Cap Growth Fund (SBLGX). 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.

The current AFVLX Sharpe Ratio is -0.00, which is lower than the SBLGX Sharpe Ratio of 0.64. The chart below compares the historical Sharpe Ratios of AFVLX and SBLGX, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.

AFVLX's dividend yield for the trailing twelve months is around 3.51%, less than SBLGX's 5.38% yield.

The maximum AFVLX drawdown since its inception was -36.29%, smaller than the maximum SBLGX drawdown of -53.64%. Use the drawdown chart below to compare losses from any high point for AFVLX and SBLGX.

Applied Finance Select Fund (AFVLX) and ClearBridge Large Cap Growth Fund (SBLGX) have volatilities of 5.56% and 5.51%, respectively, indicating that both stocks experience similar levels of price fluctuations. This suggests that the risk associated with both stocks, as measured by volatility, is nearly the same. The chart below showcases a comparison of their rolling one-month volatility.