FISEX vs. SHAPX
Compare and contrast key facts about Franklin Equity Income Fund (FISEX) and ClearBridge Appreciation Fund (SHAPX).
FISEX is managed by Franklin Templeton. It was launched on Mar 15, 1988. SHAPX is managed by Franklin Templeton. It was launched on Mar 10, 1970.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: FISEX or SHAPX.
Correlation
The correlation between FISEX and SHAPX is 0.89, 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
FISEX vs. SHAPX - Performance Comparison
Key characteristics
FISEX:
0.87
SHAPX:
0.82
FISEX:
1.13
SHAPX:
1.04
FISEX:
1.18
SHAPX:
1.19
FISEX:
0.81
SHAPX:
0.98
FISEX:
3.17
SHAPX:
3.36
FISEX:
3.33%
SHAPX:
3.41%
FISEX:
12.15%
SHAPX:
13.97%
FISEX:
-58.50%
SHAPX:
-81.35%
FISEX:
-11.74%
SHAPX:
-11.51%
Returns By Period
In the year-to-date period, FISEX achieves a 0.99% return, which is significantly higher than SHAPX's -0.61% return. Over the past 10 years, FISEX has underperformed SHAPX with an annualized return of 5.93%, while SHAPX has yielded a comparatively higher 6.36% annualized return.
FISEX
0.99%
-9.35%
-3.24%
10.46%
5.64%
5.93%
SHAPX
-0.61%
-3.26%
-5.16%
11.19%
5.80%
6.36%
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FISEX vs. SHAPX - Expense Ratio Comparison
FISEX has a 0.85% expense ratio, which is lower than SHAPX's 0.93% expense ratio.
Risk-Adjusted Performance
FISEX vs. SHAPX — Risk-Adjusted Performance Rank
FISEX
SHAPX
FISEX vs. SHAPX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Franklin Equity Income Fund (FISEX) 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.
Dividends
FISEX vs. SHAPX - Dividend Comparison
FISEX's dividend yield for the trailing twelve months is around 2.29%, more than SHAPX's 0.51% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
FISEX Franklin Equity Income Fund | 2.29% | 2.31% | 3.19% | 2.39% | 1.86% | 2.25% | 2.16% | 2.55% | 2.32% | 2.54% | 2.63% | 2.96% |
SHAPX ClearBridge Appreciation Fund | 0.51% | 0.50% | 0.67% | 0.84% | 0.50% | 0.78% | 1.12% | 1.12% | 1.00% | 1.02% | 0.99% | 0.87% |
Drawdowns
FISEX vs. SHAPX - Drawdown Comparison
The maximum FISEX drawdown since its inception was -58.50%, smaller than the maximum SHAPX drawdown of -81.35%. Use the drawdown chart below to compare losses from any high point for FISEX and SHAPX. For additional features, visit the drawdowns tool.
Volatility
FISEX vs. SHAPX - Volatility Comparison
The current volatility for Franklin Equity Income Fund (FISEX) is 7.60%, while ClearBridge Appreciation Fund (SHAPX) has a volatility of 9.40%. This indicates that FISEX experiences smaller price fluctuations and is considered to be less risky than SHAPX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.