SBLGX vs. FRAAX
Compare and contrast key facts about ClearBridge Large Cap Growth Fund (SBLGX) and Franklin Growth Opportunities Fund (FRAAX).
SBLGX is managed by Franklin Templeton. It was launched on Aug 29, 1997. FRAAX is managed by Franklin Templeton. It was launched on Jun 23, 1999.
Performance
SBLGX vs. FRAAX - Performance Comparison
Loading graphics...
SBLGX vs. FRAAX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
SBLGX ClearBridge Large Cap Growth Fund | -9.62% | 8.44% | 27.60% | 45.00% | -32.96% | 21.71% | 30.84% | 31.69% | -0.44% | 25.06% |
FRAAX Franklin Growth Opportunities Fund | -8.23% | 8.35% | 26.35% | 39.92% | -36.97% | 9.71% | 45.79% | 46.13% | -1.10% | 29.12% |
Returns By Period
In the year-to-date period, SBLGX achieves a -9.62% return, which is significantly lower than FRAAX's -8.23% return. Both investments have delivered pretty close results over the past 10 years, with SBLGX having a 13.03% annualized return and FRAAX not far behind at 12.92%.
SBLGX
- 1D
- 3.63%
- 1M
- -5.64%
- YTD
- -9.62%
- 6M
- -10.67%
- 1Y
- 5.39%
- 3Y*
- 15.91%
- 5Y*
- 7.74%
- 10Y*
- 13.03%
FRAAX
- 1D
- 4.11%
- 1M
- -5.71%
- YTD
- -8.23%
- 6M
- -9.42%
- 1Y
- 8.93%
- 3Y*
- 16.46%
- 5Y*
- 4.09%
- 10Y*
- 12.92%
Compare stocks, funds, or ETFs
Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.
SBLGX vs. FRAAX - Expense Ratio Comparison
SBLGX has a 0.99% expense ratio, which is higher than FRAAX's 0.65% expense ratio.
Return for Risk
SBLGX vs. FRAAX — Risk / Return Rank
SBLGX
FRAAX
SBLGX vs. FRAAX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for ClearBridge Large Cap Growth Fund (SBLGX) and Franklin Growth Opportunities Fund (FRAAX). 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.
| SBLGX | FRAAX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.28 | 0.46 | -0.17 |
Sortino ratioReturn per unit of downside risk | 0.57 | 0.83 | -0.27 |
Omega ratioGain probability vs. loss probability | 1.08 | 1.11 | -0.03 |
Calmar ratioReturn relative to maximum drawdown | 0.36 | 0.60 | -0.24 |
Martin ratioReturn relative to average drawdown | 1.17 | 2.01 | -0.84 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
Loading graphics...
Sharpe Ratios by Period
| SBLGX | FRAAX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.28 | 0.46 | -0.17 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.37 | 0.18 | +0.19 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.64 | 0.58 | +0.06 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.46 | 0.39 | +0.07 |
Correlation
The correlation between SBLGX and FRAAX is 0.90, 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.
Dividends
SBLGX vs. FRAAX - Dividend Comparison
SBLGX's dividend yield for the trailing twelve months is around 14.03%, less than FRAAX's 18.00% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
SBLGX ClearBridge Large Cap Growth Fund | 14.03% | 12.68% | 5.39% | 12.39% | 9.34% | 12.48% | 6.17% | 5.12% | 4.00% | 4.41% | 2.08% | 2.94% |
FRAAX Franklin Growth Opportunities Fund | 18.00% | 16.52% | 9.57% | 11.80% | 4.31% | 0.48% | 5.29% | 16.03% | 12.10% | 8.13% | 1.97% | 1.93% |
Drawdowns
SBLGX vs. FRAAX - Drawdown Comparison
The maximum SBLGX drawdown since its inception was -53.64%, smaller than the maximum FRAAX drawdown of -78.63%. Use the drawdown chart below to compare losses from any high point for SBLGX and FRAAX.
Loading graphics...
Drawdown Indicators
| SBLGX | FRAAX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -53.64% | -78.63% | +24.99% |
Max Drawdown (1Y)Largest decline over 1 year | -16.95% | -15.75% | -1.20% |
Max Drawdown (5Y)Largest decline over 5 years | -38.28% | -47.54% | +9.26% |
Max Drawdown (10Y)Largest decline over 10 years | -38.28% | -47.54% | +9.26% |
Current DrawdownCurrent decline from peak | -13.93% | -12.29% | -1.64% |
Average DrawdownAverage peak-to-trough decline | -12.97% | -29.27% | +16.30% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 5.27% | 4.72% | +0.55% |
Volatility
SBLGX vs. FRAAX - Volatility Comparison
The current volatility for ClearBridge Large Cap Growth Fund (SBLGX) is 6.71%, while Franklin Growth Opportunities Fund (FRAAX) has a volatility of 7.48%. This indicates that SBLGX experiences smaller price fluctuations and is considered to be less risky than FRAAX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
Loading graphics...
Volatility by Period
| SBLGX | FRAAX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 6.71% | 7.48% | -0.77% |
Volatility (6M)Calculated over the trailing 6-month period | 12.01% | 12.92% | -0.91% |
Volatility (1Y)Calculated over the trailing 1-year period | 21.27% | 21.90% | -0.63% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 21.14% | 23.24% | -2.10% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 20.40% | 22.47% | -2.07% |