AFVLX vs. SBLGX
Compare and contrast key facts about Applied Finance Select Fund (AFVLX) and ClearBridge Large Cap Growth Fund (SBLGX).
AFVLX is managed by Applied Finance Advisors. It was launched on Feb 1, 2017. SBLGX is managed by Franklin Templeton. It was launched on Aug 29, 1997.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: AFVLX or SBLGX.
Correlation
The correlation between AFVLX and SBLGX is 0.91, 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
AFVLX vs. SBLGX - Performance Comparison
Key characteristics
AFVLX:
-0.14
SBLGX:
0.19
AFVLX:
-0.06
SBLGX:
0.43
AFVLX:
0.99
SBLGX:
1.06
AFVLX:
-0.12
SBLGX:
0.14
AFVLX:
-0.41
SBLGX:
0.55
AFVLX:
6.13%
SBLGX:
8.07%
AFVLX:
18.45%
SBLGX:
22.91%
AFVLX:
-36.29%
SBLGX:
-53.70%
AFVLX:
-10.61%
SBLGX:
-20.52%
Returns By Period
In the year-to-date period, AFVLX achieves a -2.48% return, which is significantly higher than SBLGX's -4.52% return.
AFVLX
-2.48%
11.90%
-8.91%
-2.54%
12.25%
N/A
SBLGX
-4.52%
15.15%
-10.83%
4.40%
4.51%
6.33%
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AFVLX vs. SBLGX - Expense Ratio Comparison
AFVLX has a 1.48% expense ratio, which is higher than SBLGX's 0.99% expense ratio.
Risk-Adjusted Performance
AFVLX vs. SBLGX — Risk-Adjusted Performance Rank
AFVLX
SBLGX
AFVLX vs. SBLGX - Risk-Adjusted Performance Comparison
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.
Dividends
AFVLX vs. SBLGX - Dividend Comparison
AFVLX's dividend yield for the trailing twelve months is around 0.91%, less than SBLGX's 5.64% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
AFVLX Applied Finance Select Fund | 0.91% | 0.88% | 0.85% | 0.11% | 0.53% | 0.68% | 0.66% | 0.58% | 0.37% | 0.00% | 0.00% | 0.00% |
SBLGX ClearBridge Large Cap Growth Fund | 5.64% | 5.39% | 12.39% | 9.34% | 12.48% | 6.17% | 5.12% | 4.00% | 4.41% | 2.08% | 2.94% | 6.53% |
Drawdowns
AFVLX vs. SBLGX - Drawdown Comparison
The maximum AFVLX drawdown since its inception was -36.29%, smaller than the maximum SBLGX drawdown of -53.70%. Use the drawdown chart below to compare losses from any high point for AFVLX and SBLGX. For additional features, visit the drawdowns tool.
Volatility
AFVLX vs. SBLGX - Volatility Comparison
The current volatility for Applied Finance Select Fund (AFVLX) is 9.95%, while ClearBridge Large Cap Growth Fund (SBLGX) has a volatility of 12.73%. This indicates that AFVLX experiences smaller price fluctuations and is considered to be less risky than SBLGX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.