HIX vs. SBLGX
Compare and contrast key facts about Western Asset High Income Fund II (HIX) and ClearBridge Large Cap Growth Fund (SBLGX).
HIX is a passively managed fund by Franklin Templeton that tracks the performance of the . It was launched on May 28, 1998. SBLGX is managed by Franklin Templeton. It was launched on Aug 29, 1997.
Performance
HIX vs. SBLGX - Performance Comparison
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HIX vs. SBLGX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
HIX Western Asset High Income Fund II | -0.88% | 13.56% | -1.32% | 15.72% | -24.60% | 13.02% | 12.36% | 27.26% | -9.99% | 7.13% |
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, HIX achieves a -0.88% return, which is significantly higher than SBLGX's -12.79% return. Over the past 10 years, HIX has underperformed SBLGX with an annualized return of 5.73%, while SBLGX has yielded a comparatively higher 12.63% annualized return.
HIX
- 1D
- 5.57%
- 1M
- -3.36%
- YTD
- -0.88%
- 6M
- -1.81%
- 1Y
- 9.56%
- 3Y*
- 7.57%
- 5Y*
- 1.20%
- 10Y*
- 5.73%
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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HIX vs. SBLGX - Expense Ratio Comparison
HIX has a 3.70% expense ratio, which is higher than SBLGX's 0.99% expense ratio.
Return for Risk
HIX vs. SBLGX — Risk / Return Rank
HIX
SBLGX
HIX vs. SBLGX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Western Asset High Income Fund II (HIX) 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.
| HIX | SBLGX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.64 | 0.12 | +0.52 |
Sortino ratioReturn per unit of downside risk | 0.95 | 0.32 | +0.63 |
Omega ratioGain probability vs. loss probability | 1.14 | 1.04 | +0.10 |
Calmar ratioReturn relative to maximum drawdown | 0.82 | -0.01 | +0.82 |
Martin ratioReturn relative to average drawdown | 3.10 | -0.03 | +3.13 |
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
| HIX | SBLGX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.64 | 0.12 | +0.52 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.07 | 0.35 | -0.28 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.32 | 0.62 | -0.30 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.32 | 0.45 | -0.13 |
Correlation
The correlation between HIX and SBLGX is 0.32, 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
HIX vs. SBLGX - Dividend Comparison
HIX's dividend yield for the trailing twelve months is around 14.77%, more than SBLGX's 14.54% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
HIX Western Asset High Income Fund II | 14.77% | 14.13% | 13.95% | 11.85% | 12.15% | 8.21% | 8.53% | 8.28% | 9.50% | 8.73% | 10.53% | 13.12% |
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
HIX vs. SBLGX - Drawdown Comparison
The maximum HIX drawdown since its inception was -61.03%, which is greater than SBLGX's maximum drawdown of -53.64%. Use the drawdown chart below to compare losses from any high point for HIX and SBLGX.
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Drawdown Indicators
| HIX | SBLGX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -61.03% | -53.64% | -7.39% |
Max Drawdown (1Y)Largest decline over 1 year | -11.07% | -16.95% | +5.88% |
Max Drawdown (5Y)Largest decline over 5 years | -38.75% | -38.28% | -0.47% |
Max Drawdown (10Y)Largest decline over 10 years | -44.77% | -38.28% | -6.49% |
Current DrawdownCurrent decline from peak | -7.38% | -16.95% | +9.57% |
Average DrawdownAverage peak-to-trough decline | -8.94% | -12.97% | +4.03% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 2.91% | 5.20% | -2.29% |
Volatility
HIX vs. SBLGX - Volatility Comparison
Western Asset High Income Fund II (HIX) has a higher volatility of 7.56% compared to ClearBridge Large Cap Growth Fund (SBLGX) at 5.41%. This indicates that HIX's price experiences larger fluctuations and is considered to be riskier 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
| HIX | SBLGX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 7.56% | 5.41% | +2.15% |
Volatility (6M)Calculated over the trailing 6-month period | 10.78% | 11.45% | -0.67% |
Volatility (1Y)Calculated over the trailing 1-year period | 15.12% | 21.01% | -5.89% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 16.95% | 21.08% | -4.13% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 18.10% | 20.37% | -2.27% |