SBMAX vs. FRIAX
Compare and contrast key facts about ClearBridge Mid Cap Fund (SBMAX) and Franklin Income Fund Advisor Class (FRIAX).
SBMAX is managed by Franklin Templeton. It was launched on Sep 1, 1998. FRIAX is managed by Franklin Templeton. It was launched on Aug 28, 1997.
Performance
SBMAX vs. FRIAX - Performance Comparison
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SBMAX vs. FRIAX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
SBMAX ClearBridge Mid Cap Fund | -2.71% | 4.21% | 9.79% | 13.51% | -25.19% | 28.37% | 16.25% | 32.77% | -12.92% | 12.69% |
FRIAX Franklin Income Fund Advisor Class | 3.03% | 12.02% | 7.29% | 8.84% | -5.36% | 17.51% | 3.72% | 16.02% | -5.23% | 8.63% |
Returns By Period
In the year-to-date period, SBMAX achieves a -2.71% return, which is significantly lower than FRIAX's 3.03% return. Over the past 10 years, SBMAX has underperformed FRIAX with an annualized return of 7.37%, while FRIAX has yielded a comparatively higher 7.81% annualized return.
SBMAX
- 1D
- 2.63%
- 1M
- -7.34%
- YTD
- -2.71%
- 6M
- -6.20%
- 1Y
- 8.12%
- 3Y*
- 7.49%
- 5Y*
- 1.47%
- 10Y*
- 7.37%
FRIAX
- 1D
- 0.80%
- 1M
- -1.57%
- YTD
- 3.03%
- 6M
- 5.15%
- 1Y
- 12.76%
- 3Y*
- 9.45%
- 5Y*
- 6.79%
- 10Y*
- 7.81%
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SBMAX vs. FRIAX - Expense Ratio Comparison
SBMAX has a 1.13% expense ratio, which is higher than FRIAX's 0.46% expense ratio.
Return for Risk
SBMAX vs. FRIAX — Risk / Return Rank
SBMAX
FRIAX
SBMAX vs. FRIAX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for ClearBridge Mid Cap Fund (SBMAX) and Franklin Income Fund Advisor Class (FRIAX). 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.
| SBMAX | FRIAX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.43 | 1.70 | -1.28 |
Sortino ratioReturn per unit of downside risk | 0.73 | 2.46 | -1.73 |
Omega ratioGain probability vs. loss probability | 1.11 | 1.41 | -0.30 |
Calmar ratioReturn relative to maximum drawdown | 0.60 | 2.08 | -1.48 |
Martin ratioReturn relative to average drawdown | 2.24 | 10.22 | -7.98 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
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Sharpe Ratios by Period
| SBMAX | FRIAX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.43 | 1.70 | -1.28 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.07 | 0.85 | -0.77 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.37 | 0.84 | -0.47 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.44 | 0.80 | -0.36 |
Correlation
The correlation between SBMAX and FRIAX is 0.65, which is considered to be moderate. This suggests that the two assets have some degree of positive relationship in their price movements. Moderate correlation can be acceptable for portfolio diversification, offering a balance between risk and potential returns.
Dividends
SBMAX vs. FRIAX - Dividend Comparison
SBMAX's dividend yield for the trailing twelve months is around 9.17%, more than FRIAX's 5.26% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
SBMAX ClearBridge Mid Cap Fund | 9.17% | 8.92% | 8.73% | 1.83% | 4.96% | 12.79% | 7.27% | 7.78% | 4.52% | 6.52% | 1.70% | 5.00% |
FRIAX Franklin Income Fund Advisor Class | 5.26% | 5.75% | 5.74% | 5.67% | 5.24% | 6.70% | 5.37% | 5.25% | 5.80% | 5.20% | 4.92% | 5.93% |
Drawdowns
SBMAX vs. FRIAX - Drawdown Comparison
The maximum SBMAX drawdown since its inception was -52.41%, which is greater than FRIAX's maximum drawdown of -43.23%. Use the drawdown chart below to compare losses from any high point for SBMAX and FRIAX.
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Drawdown Indicators
| SBMAX | FRIAX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -52.41% | -43.23% | -9.18% |
Max Drawdown (1Y)Largest decline over 1 year | -14.19% | -6.38% | -7.81% |
Max Drawdown (5Y)Largest decline over 5 years | -31.55% | -13.63% | -17.92% |
Max Drawdown (10Y)Largest decline over 10 years | -39.88% | -24.10% | -15.78% |
Current DrawdownCurrent decline from peak | -7.96% | -1.89% | -6.07% |
Average DrawdownAverage peak-to-trough decline | -9.71% | -3.94% | -5.77% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 3.81% | 1.30% | +2.51% |
Volatility
SBMAX vs. FRIAX - Volatility Comparison
ClearBridge Mid Cap Fund (SBMAX) has a higher volatility of 6.57% compared to Franklin Income Fund Advisor Class (FRIAX) at 2.29%. This indicates that SBMAX's price experiences larger fluctuations and is considered to be riskier than FRIAX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| SBMAX | FRIAX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 6.57% | 2.29% | +4.28% |
Volatility (6M)Calculated over the trailing 6-month period | 11.31% | 3.90% | +7.41% |
Volatility (1Y)Calculated over the trailing 1-year period | 20.25% | 7.57% | +12.68% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 19.84% | 8.04% | +11.80% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 20.23% | 9.34% | +10.89% |