SBLGX vs. FBGRX

The year-to-date returns for both stocks are quite close, with SBLGX having a 4.49% return and FBGRX slightly lower at 4.27%. Over the past 10 years, SBLGX has underperformed FBGRX with an annualized return of 8.06%, while FBGRX has yielded a comparatively higher 13.95% annualized return.

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SBLGX has a 0.99% expense ratio, which is higher than FBGRX's 0.79% expense ratio.

This table presents a comparison of risk-adjusted performance metrics for ClearBridge Large Cap Growth Fund (SBLGX) and Fidelity Blue Chip Growth Fund (FBGRX). 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 1.33, which is comparable to the FBGRX Sharpe Ratio of 1.56. The chart below compares the historical Sharpe Ratios of SBLGX and FBGRX, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.

SBLGX has not paid dividends to shareholders, while FBGRX's dividend yield for the trailing twelve months is around 0.22%.

The maximum SBLGX drawdown since its inception was -53.70%, roughly equal to the maximum FBGRX drawdown of -55.96%. Use the drawdown chart below to compare losses from any high point for SBLGX and FBGRX. For additional features, visit the drawdowns tool.

The current volatility for ClearBridge Large Cap Growth Fund (SBLGX) is 4.92%, while Fidelity Blue Chip Growth Fund (FBGRX) has a volatility of 5.71%. This indicates that SBLGX experiences smaller price fluctuations and is considered to be less risky than FBGRX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.