SBLGX vs. SHAPX
Compare and contrast key facts about ClearBridge Large Cap Growth Fund (SBLGX) and ClearBridge Appreciation Fund (SHAPX).
SBLGX is managed by Franklin Templeton. It was launched on Aug 29, 1997. SHAPX is managed by Franklin Templeton. It was launched on Mar 10, 1970.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: SBLGX or SHAPX.
Correlation
The correlation between SBLGX and SHAPX is 0.92, 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.
Performance
SBLGX vs. SHAPX - Performance Comparison
Key characteristics
SBLGX:
0.16
SHAPX:
0.53
SBLGX:
0.40
SHAPX:
0.91
SBLGX:
1.06
SHAPX:
1.13
SBLGX:
0.13
SHAPX:
0.61
SBLGX:
0.49
SHAPX:
2.42
SBLGX:
8.12%
SHAPX:
4.07%
SBLGX:
22.91%
SHAPX:
17.17%
SBLGX:
-53.70%
SHAPX:
-81.35%
SBLGX:
-20.63%
SHAPX:
-5.43%
Returns By Period
In the year-to-date period, SBLGX achieves a -4.65% return, which is significantly lower than SHAPX's -1.53% return. Over the past 10 years, SBLGX has underperformed SHAPX with an annualized return of 6.35%, while SHAPX has yielded a comparatively higher 11.41% annualized return.
SBLGX
-4.65%
3.81%
-11.19%
3.73%
4.47%
6.35%
SHAPX
-1.53%
4.12%
-3.04%
9.10%
14.79%
11.41%
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SBLGX vs. SHAPX - Expense Ratio Comparison
SBLGX has a 0.99% expense ratio, which is higher than SHAPX's 0.93% expense ratio.
Risk-Adjusted Performance
SBLGX vs. SHAPX — Risk-Adjusted Performance Rank
SBLGX
SHAPX
SBLGX vs. SHAPX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for ClearBridge Large Cap Growth Fund (SBLGX) and ClearBridge Appreciation Fund (SHAPX). 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.
Dividends
SBLGX vs. SHAPX - Dividend Comparison
SBLGX's dividend yield for the trailing twelve months is around 5.65%, more than SHAPX's 0.51% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
SBLGX ClearBridge Large Cap Growth Fund | 5.65% | 5.39% | 12.39% | 9.34% | 12.48% | 6.17% | 5.12% | 4.00% | 4.41% | 2.08% | 2.94% | 6.53% |
SHAPX ClearBridge Appreciation Fund | 0.51% | 0.50% | 0.67% | 0.84% | 0.50% | 0.78% | 1.12% | 1.12% | 1.00% | 1.02% | 0.99% | 0.87% |
Drawdowns
SBLGX vs. SHAPX - Drawdown Comparison
The maximum SBLGX drawdown since its inception was -53.70%, smaller than the maximum SHAPX drawdown of -81.35%. Use the drawdown chart below to compare losses from any high point for SBLGX and SHAPX. For additional features, visit the drawdowns tool.
Volatility
SBLGX vs. SHAPX - Volatility Comparison
ClearBridge Large Cap Growth Fund (SBLGX) has a higher volatility of 7.84% compared to ClearBridge Appreciation Fund (SHAPX) at 6.16%. This indicates that SBLGX's price experiences larger fluctuations and is considered to be riskier than SHAPX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.