FGADX vs. SHAPX
Compare and contrast key facts about Franklin Gold and Precious Metals Fund Advisor Class (FGADX) and ClearBridge Appreciation Fund (SHAPX).
FGADX is an actively managed fund by Franklin Templeton. It was launched on Apr 30, 2010. SHAPX is managed by Franklin Templeton. It was launched on Mar 10, 1970.
Performance
FGADX vs. SHAPX - Performance Comparison
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FGADX vs. SHAPX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
FGADX Franklin Gold and Precious Metals Fund Advisor Class | -2.17% | 197.29% | 17.98% | 2.20% | -23.24% | -3.76% | 44.60% | 51.87% | -17.89% | 0.06% |
SHAPX ClearBridge Appreciation Fund | -6.24% | 14.32% | 22.37% | 19.50% | -12.56% | 23.52% | 14.53% | 29.84% | -2.19% | 18.31% |
Returns By Period
In the year-to-date period, FGADX achieves a -2.17% return, which is significantly higher than SHAPX's -6.24% return. Over the past 10 years, FGADX has outperformed SHAPX with an annualized return of 17.48%, while SHAPX has yielded a comparatively lower 11.99% annualized return.
FGADX
- 1D
- -0.12%
- 1M
- -26.97%
- YTD
- -2.17%
- 6M
- 20.99%
- 1Y
- 105.70%
- 3Y*
- 47.55%
- 5Y*
- 23.66%
- 10Y*
- 17.48%
SHAPX
- 1D
- -0.06%
- 1M
- -7.91%
- YTD
- -6.24%
- 6M
- -5.30%
- 1Y
- 10.69%
- 3Y*
- 14.58%
- 5Y*
- 10.06%
- 10Y*
- 11.99%
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FGADX vs. SHAPX - Expense Ratio Comparison
FGADX has a 0.62% expense ratio, which is lower than SHAPX's 0.93% expense ratio.
Return for Risk
FGADX vs. SHAPX — Risk / Return Rank
FGADX
SHAPX
FGADX vs. SHAPX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Franklin Gold and Precious Metals Fund Advisor Class (FGADX) and ClearBridge Appreciation Fund (SHAPX). 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.
| FGADX | SHAPX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 2.52 | 0.72 | +1.80 |
Sortino ratioReturn per unit of downside risk | 2.76 | 1.13 | +1.62 |
Omega ratioGain probability vs. loss probability | 1.39 | 1.17 | +0.22 |
Calmar ratioReturn relative to maximum drawdown | 3.42 | 0.89 | +2.53 |
Martin ratioReturn relative to average drawdown | 12.92 | 4.11 | +8.81 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
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Sharpe Ratios by Period
| FGADX | SHAPX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 2.52 | 0.72 | +1.80 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.72 | 0.68 | +0.04 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.54 | 0.72 | -0.18 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.26 | 0.77 | -0.52 |
Correlation
The correlation between FGADX and SHAPX is 0.25, which is considered to be low. This implies their price changes are not closely related. A low correlation is generally favorable for portfolio diversification, as it helps to reduce overall risk by spreading it across multiple assets with different performance patterns.
Dividends
FGADX vs. SHAPX - Dividend Comparison
FGADX's dividend yield for the trailing twelve months is around 10.03%, less than SHAPX's 15.01% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
FGADX Franklin Gold and Precious Metals Fund Advisor Class | 10.03% | 9.81% | 12.51% | 3.09% | 0.00% | 8.83% | 10.06% | 0.00% | 0.00% | 0.62% | 8.38% | 0.00% |
SHAPX ClearBridge Appreciation Fund | 15.01% | 14.08% | 9.00% | 4.17% | 8.85% | 6.54% | 4.13% | 7.09% | 6.71% | 5.10% | 3.29% | 4.76% |
Drawdowns
FGADX vs. SHAPX - Drawdown Comparison
The maximum FGADX drawdown since its inception was -78.57%, which is greater than SHAPX's maximum drawdown of -46.19%. Use the drawdown chart below to compare losses from any high point for FGADX and SHAPX.
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Drawdown Indicators
| FGADX | SHAPX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -78.57% | -46.19% | -32.38% |
Max Drawdown (1Y)Largest decline over 1 year | -31.15% | -10.57% | -20.58% |
Max Drawdown (5Y)Largest decline over 5 years | -48.77% | -20.53% | -28.24% |
Max Drawdown (10Y)Largest decline over 10 years | -49.27% | -32.21% | -17.06% |
Current DrawdownCurrent decline from peak | -27.31% | -8.74% | -18.57% |
Average DrawdownAverage peak-to-trough decline | -34.82% | -4.79% | -30.03% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 8.25% | 2.29% | +5.96% |
Volatility
FGADX vs. SHAPX - Volatility Comparison
Franklin Gold and Precious Metals Fund Advisor Class (FGADX) has a higher volatility of 15.80% compared to ClearBridge Appreciation Fund (SHAPX) at 3.74%. This indicates that FGADX's price experiences larger fluctuations and is considered to be riskier than SHAPX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| FGADX | SHAPX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 15.80% | 3.74% | +12.06% |
Volatility (6M)Calculated over the trailing 6-month period | 34.37% | 7.86% | +26.51% |
Volatility (1Y)Calculated over the trailing 1-year period | 42.43% | 15.90% | +26.53% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 32.95% | 14.85% | +18.10% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 32.73% | 16.70% | +16.03% |