SHAPX vs. AGTHX
Compare and contrast key facts about ClearBridge Appreciation Fund (SHAPX) and American Funds The Growth Fund of America Class A (AGTHX).
SHAPX is managed by Franklin Templeton. It was launched on Mar 10, 1970. AGTHX is managed by Equity. It was launched on Dec 1, 1973.
Performance
SHAPX vs. AGTHX - Performance Comparison
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SHAPX vs. AGTHX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
SHAPX ClearBridge Appreciation Fund | -6.24% | 14.32% | 22.37% | 19.50% | -12.56% | 23.52% | 14.53% | 29.84% | -2.19% | 18.31% |
AGTHX American Funds The Growth Fund of America Class A | -11.22% | 19.73% | 28.02% | 37.22% | -30.75% | 19.32% | 37.83% | 28.16% | -3.15% | 26.14% |
Returns By Period
In the year-to-date period, SHAPX achieves a -6.24% return, which is significantly higher than AGTHX's -11.22% return. Over the past 10 years, SHAPX has underperformed AGTHX with an annualized return of 11.99%, while AGTHX has yielded a comparatively higher 13.92% annualized return.
SHAPX
- 1D
- -0.06%
- 1M
- -7.91%
- YTD
- -6.24%
- 6M
- -5.30%
- 1Y
- 10.69%
- 3Y*
- 14.58%
- 5Y*
- 10.06%
- 10Y*
- 11.99%
AGTHX
- 1D
- -0.47%
- 1M
- -9.65%
- YTD
- -11.22%
- 6M
- -9.87%
- 1Y
- 13.59%
- 3Y*
- 18.87%
- 5Y*
- 8.53%
- 10Y*
- 13.92%
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SHAPX vs. AGTHX - Expense Ratio Comparison
SHAPX has a 0.93% expense ratio, which is higher than AGTHX's 0.61% expense ratio.
Return for Risk
SHAPX vs. AGTHX — Risk / Return Rank
SHAPX
AGTHX
SHAPX vs. AGTHX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for ClearBridge Appreciation Fund (SHAPX) and American Funds The Growth Fund of America Class A (AGTHX). 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.
| SHAPX | AGTHX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.72 | 0.65 | +0.07 |
Sortino ratioReturn per unit of downside risk | 1.13 | 1.07 | +0.06 |
Omega ratioGain probability vs. loss probability | 1.17 | 1.15 | +0.02 |
Calmar ratioReturn relative to maximum drawdown | 0.89 | 0.76 | +0.13 |
Martin ratioReturn relative to average drawdown | 4.11 | 2.93 | +1.18 |
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
| SHAPX | AGTHX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.72 | 0.65 | +0.07 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.68 | 0.42 | +0.26 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.72 | 0.71 | +0.01 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.77 | 0.68 | +0.10 |
Correlation
The correlation between SHAPX and AGTHX is 0.89, 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
SHAPX vs. AGTHX - Dividend Comparison
SHAPX's dividend yield for the trailing twelve months is around 15.01%, more than AGTHX's 12.05% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
SHAPX ClearBridge Appreciation Fund | 15.01% | 14.08% | 9.00% | 4.17% | 8.85% | 6.54% | 4.13% | 7.09% | 6.71% | 5.10% | 3.29% | 4.76% |
AGTHX American Funds The Growth Fund of America Class A | 12.05% | 10.69% | 8.99% | 7.40% | 4.05% | 8.18% | 4.30% | 7.15% | 11.99% | 7.03% | 6.61% | 8.87% |
Drawdowns
SHAPX vs. AGTHX - Drawdown Comparison
The maximum SHAPX drawdown since its inception was -46.19%, smaller than the maximum AGTHX drawdown of -51.91%. Use the drawdown chart below to compare losses from any high point for SHAPX and AGTHX.
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Drawdown Indicators
| SHAPX | AGTHX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -46.19% | -51.91% | +5.72% |
Max Drawdown (1Y)Largest decline over 1 year | -10.57% | -13.76% | +3.19% |
Max Drawdown (5Y)Largest decline over 5 years | -20.53% | -36.38% | +15.85% |
Max Drawdown (10Y)Largest decline over 10 years | -32.21% | -36.38% | +4.17% |
Current DrawdownCurrent decline from peak | -8.74% | -13.76% | +5.02% |
Average DrawdownAverage peak-to-trough decline | -4.79% | -9.23% | +4.44% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 2.29% | 3.57% | -1.28% |
Volatility
SHAPX vs. AGTHX - Volatility Comparison
The current volatility for ClearBridge Appreciation Fund (SHAPX) is 3.74%, while American Funds The Growth Fund of America Class A (AGTHX) has a volatility of 5.46%. This indicates that SHAPX experiences smaller price fluctuations and is considered to be less risky than AGTHX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| SHAPX | AGTHX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 3.74% | 5.46% | -1.72% |
Volatility (6M)Calculated over the trailing 6-month period | 7.86% | 11.61% | -3.75% |
Volatility (1Y)Calculated over the trailing 1-year period | 15.90% | 20.76% | -4.86% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 14.85% | 20.17% | -5.32% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 16.70% | 19.61% | -2.91% |