SAIFX vs. ACSTX

In the year-to-date period, SAIFX achieves a -0.71% return, which is significantly lower than ACSTX's 2.71% return. Over the past 10 years, SAIFX has outperformed ACSTX with an annualized return of 4.50%, while ACSTX has yielded a comparatively lower 2.94% annualized return.

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SAIFX has a 0.56% expense ratio, which is lower than ACSTX's 0.80% expense ratio.

This table presents a comparison of risk-adjusted performance metrics for ClearBridge Large Cap Value Fund (SAIFX) and Invesco Comstock Fund (ACSTX). 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.

The current SAIFX Sharpe Ratio is -0.37, which is lower than the ACSTX Sharpe Ratio of 0.04. The chart below compares the historical Sharpe Ratios of SAIFX and ACSTX, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.

SAIFX's dividend yield for the trailing twelve months is around 1.52%, less than ACSTX's 1.74% yield.

The maximum SAIFX drawdown since its inception was -56.29%, smaller than the maximum ACSTX drawdown of -61.03%. Use the drawdown chart below to compare losses from any high point for SAIFX and ACSTX. For additional features, visit the drawdowns tool.

The current volatility for ClearBridge Large Cap Value Fund (SAIFX) is 4.50%, while Invesco Comstock Fund (ACSTX) has a volatility of 4.91%. This indicates that SAIFX experiences smaller price fluctuations and is considered to be less risky than ACSTX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.