SBLGX vs. FAEGX

The year-to-date returns for both investments are quite close, with SBLGX having a 28.93% return and FAEGX slightly higher at 30.17%. Over the past 10 years, SBLGX has underperformed FAEGX with an annualized return of 7.40%, while FAEGX has yielded a comparatively higher 8.97% annualized return.

Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.

SBLGX has a 0.99% expense ratio, which is lower than FAEGX's 1.21% expense ratio.

This table presents a comparison of risk-adjusted performance metrics for ClearBridge Large Cap Growth Fund (SBLGX) and Fidelity Advisor Equity Growth Fund Class M (FAEGX). 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 SBLGX Sharpe Ratio is 1.30, which is lower than the FAEGX Sharpe Ratio of 2.25. The chart below compares the historical Sharpe Ratios of SBLGX and FAEGX, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.

Neither SBLGX nor FAEGX has paid dividends to shareholders.

The maximum SBLGX drawdown since its inception was -53.70%, smaller than the maximum FAEGX drawdown of -63.80%. Use the drawdown chart below to compare losses from any high point for SBLGX and FAEGX. For additional features, visit the drawdowns tool.

ClearBridge Large Cap Growth Fund (SBLGX) and Fidelity Advisor Equity Growth Fund Class M (FAEGX) have volatilities of 4.63% and 4.62%, respectively, indicating that both stocks experience similar levels of price fluctuations. This suggests that the risk associated with both stocks, as measured by volatility, is nearly the same. The chart below showcases a comparison of their rolling one-month volatility.