FHAIX vs. SBLGX
Compare and contrast key facts about Franklin High Income Fund (FHAIX) and ClearBridge Large Cap Growth Fund (SBLGX).
FHAIX is managed by Franklin Templeton. It was launched on Dec 31, 1969. SBLGX is managed by Franklin Templeton. It was launched on Aug 29, 1997.
Performance
FHAIX vs. SBLGX - Performance Comparison
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FHAIX vs. SBLGX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
FHAIX Franklin High Income Fund | -1.80% | 7.28% | 7.83% | 13.84% | -9.29% | 5.77% | 6.76% | 14.29% | -3.19% | 6.73% |
SBLGX ClearBridge Large Cap Growth Fund | -12.79% | 8.44% | 27.60% | 45.00% | -32.96% | 21.71% | 30.84% | 31.69% | -0.44% | 25.06% |
Returns By Period
In the year-to-date period, FHAIX achieves a -1.80% return, which is significantly higher than SBLGX's -12.79% return. Over the past 10 years, FHAIX has underperformed SBLGX with an annualized return of 6.26%, while SBLGX has yielded a comparatively higher 12.63% annualized return.
FHAIX
- 1D
- 0.00%
- 1M
- -2.26%
- YTD
- -1.80%
- 6M
- -0.17%
- 1Y
- 5.96%
- 3Y*
- 7.51%
- 5Y*
- 4.11%
- 10Y*
- 6.26%
SBLGX
- 1D
- -0.10%
- 1M
- -8.73%
- YTD
- -12.79%
- 6M
- -13.53%
- 1Y
- 2.31%
- 3Y*
- 14.54%
- 5Y*
- 7.35%
- 10Y*
- 12.63%
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FHAIX vs. SBLGX - Expense Ratio Comparison
FHAIX has a 0.77% expense ratio, which is lower than SBLGX's 0.99% expense ratio.
Return for Risk
FHAIX vs. SBLGX — Risk / Return Rank
FHAIX
SBLGX
FHAIX vs. SBLGX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Franklin High Income Fund (FHAIX) 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.
| FHAIX | SBLGX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 1.15 | 0.12 | +1.04 |
Sortino ratioReturn per unit of downside risk | 1.58 | 0.32 | +1.26 |
Omega ratioGain probability vs. loss probability | 1.38 | 1.04 | +0.33 |
Calmar ratioReturn relative to maximum drawdown | 1.55 | -0.01 | +1.56 |
Martin ratioReturn relative to average drawdown | 7.48 | -0.03 | +7.51 |
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
| FHAIX | SBLGX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.15 | 0.12 | +1.04 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.71 | 0.35 | +0.36 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 1.01 | 0.62 | +0.38 |
Sharpe Ratio (All Time)Calculated using the full available price history | 1.01 | 0.45 | +0.56 |
Correlation
The correlation between FHAIX and SBLGX 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
FHAIX vs. SBLGX - Dividend Comparison
FHAIX's dividend yield for the trailing twelve months is around 5.92%, less than SBLGX's 14.54% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
FHAIX Franklin High Income Fund | 5.92% | 4.71% | 6.37% | 6.09% | 5.97% | 5.63% | 5.19% | 5.45% | 5.99% | 5.49% | 5.84% | 7.19% |
SBLGX ClearBridge Large Cap Growth Fund | 14.54% | 12.68% | 5.39% | 12.39% | 9.34% | 12.48% | 6.17% | 5.12% | 4.00% | 4.41% | 2.08% | 2.94% |
Drawdowns
FHAIX vs. SBLGX - Drawdown Comparison
The maximum FHAIX drawdown since its inception was -31.52%, smaller than the maximum SBLGX drawdown of -53.64%. Use the drawdown chart below to compare losses from any high point for FHAIX and SBLGX.
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Drawdown Indicators
| FHAIX | SBLGX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -31.52% | -53.64% | +22.12% |
Max Drawdown (1Y)Largest decline over 1 year | -3.45% | -16.95% | +13.50% |
Max Drawdown (5Y)Largest decline over 5 years | -14.32% | -38.28% | +23.96% |
Max Drawdown (10Y)Largest decline over 10 years | -19.49% | -38.28% | +18.79% |
Current DrawdownCurrent decline from peak | -2.84% | -16.95% | +14.11% |
Average DrawdownAverage peak-to-trough decline | -3.09% | -12.97% | +9.88% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 0.72% | 5.20% | -4.48% |
Volatility
FHAIX vs. SBLGX - Volatility Comparison
The current volatility for Franklin High Income Fund (FHAIX) is 1.77%, while ClearBridge Large Cap Growth Fund (SBLGX) has a volatility of 5.41%. This indicates that FHAIX 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.
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Volatility by Period
| FHAIX | SBLGX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 1.77% | 5.41% | -3.64% |
Volatility (6M)Calculated over the trailing 6-month period | 2.99% | 11.45% | -8.46% |
Volatility (1Y)Calculated over the trailing 1-year period | 5.20% | 21.01% | -15.81% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 5.83% | 21.08% | -15.25% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 6.24% | 20.37% | -14.13% |