SHAPX vs. SBLGX
Compare and contrast key facts about ClearBridge Appreciation Fund (SHAPX) and ClearBridge Large Cap Growth Fund (SBLGX).
SHAPX is managed by Franklin Templeton. It was launched on Mar 10, 1970. SBLGX is managed by Franklin Templeton. It was launched on Aug 29, 1997.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: SHAPX or SBLGX.
Correlation
The correlation between SHAPX and SBLGX 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.
Performance
SHAPX vs. SBLGX - Performance Comparison
Key characteristics
SHAPX:
1.06
SBLGX:
1.33
SHAPX:
1.31
SBLGX:
1.78
SHAPX:
1.24
SBLGX:
1.25
SHAPX:
1.27
SBLGX:
0.76
SHAPX:
4.12
SBLGX:
6.69
SHAPX:
3.62%
SBLGX:
3.34%
SHAPX:
14.02%
SBLGX:
16.79%
SHAPX:
-81.35%
SBLGX:
-53.70%
SHAPX:
-8.56%
SBLGX:
-14.41%
Returns By Period
The year-to-date returns for both investments are quite close, with SHAPX having a 2.71% return and SBLGX slightly higher at 2.82%. Over the past 10 years, SHAPX has underperformed SBLGX with an annualized return of 6.60%, while SBLGX has yielded a comparatively higher 7.75% annualized return.
SHAPX
2.71%
1.98%
-0.28%
13.59%
6.49%
6.60%
SBLGX
2.82%
1.47%
5.25%
20.81%
4.72%
7.75%
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SHAPX vs. SBLGX - Expense Ratio Comparison
SHAPX has a 0.93% expense ratio, which is lower than SBLGX's 0.99% expense ratio.
Risk-Adjusted Performance
SHAPX vs. SBLGX — Risk-Adjusted Performance Rank
SHAPX
SBLGX
SHAPX vs. SBLGX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for ClearBridge Appreciation Fund (SHAPX) and ClearBridge Large Cap Growth Fund (SBLGX). 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
SHAPX vs. SBLGX - Dividend Comparison
SHAPX's dividend yield for the trailing twelve months is around 0.49%, while SBLGX has not paid dividends to shareholders.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
SHAPX ClearBridge Appreciation Fund | 0.49% | 0.50% | 0.67% | 0.84% | 0.50% | 0.78% | 1.12% | 1.12% | 1.00% | 1.02% | 0.99% | 0.87% |
SBLGX ClearBridge Large Cap Growth Fund | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.15% | 0.01% | 0.00% | 0.08% | 0.02% | 0.00% |
Drawdowns
SHAPX vs. SBLGX - Drawdown Comparison
The maximum SHAPX drawdown since its inception was -81.35%, which is greater than SBLGX's maximum drawdown of -53.70%. Use the drawdown chart below to compare losses from any high point for SHAPX and SBLGX. For additional features, visit the drawdowns tool.
Volatility
SHAPX vs. SBLGX - Volatility Comparison
The current volatility for ClearBridge Appreciation Fund (SHAPX) is 4.50%, while ClearBridge Large Cap Growth Fund (SBLGX) has a volatility of 5.67%. This indicates that SHAPX experiences smaller price fluctuations and is considered to be less risky than SBLGX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.