SHAPX vs. VASGX
Compare and contrast key facts about ClearBridge Appreciation Fund (SHAPX) and Vanguard LifeStrategy Growth Fund (VASGX).
SHAPX is managed by Franklin Templeton. It was launched on Mar 10, 1970. VASGX is managed by Vanguard. It was launched on Sep 30, 1994.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: SHAPX or VASGX.
Correlation
The correlation between SHAPX and VASGX is 0.93, 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. VASGX - Performance Comparison
Key characteristics
SHAPX:
0.72
VASGX:
1.10
SHAPX:
0.93
VASGX:
1.47
SHAPX:
1.16
VASGX:
1.21
SHAPX:
0.86
VASGX:
1.46
SHAPX:
2.35
VASGX:
4.69
SHAPX:
4.28%
VASGX:
2.48%
SHAPX:
14.02%
VASGX:
10.55%
SHAPX:
-81.35%
VASGX:
-51.16%
SHAPX:
-7.84%
VASGX:
-2.93%
Returns By Period
In the year-to-date period, SHAPX achieves a 3.52% return, which is significantly lower than VASGX's 4.30% return. Over the past 10 years, SHAPX has underperformed VASGX with an annualized return of 6.43%, while VASGX has yielded a comparatively higher 6.79% annualized return.
SHAPX
3.52%
0.79%
0.06%
10.18%
6.67%
6.43%
VASGX
4.30%
1.86%
2.34%
11.85%
6.84%
6.79%
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SHAPX vs. VASGX - Expense Ratio Comparison
SHAPX has a 0.93% expense ratio, which is higher than VASGX's 0.14% expense ratio.
Risk-Adjusted Performance
SHAPX vs. VASGX — Risk-Adjusted Performance Rank
SHAPX
VASGX
SHAPX vs. VASGX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for ClearBridge Appreciation Fund (SHAPX) and Vanguard LifeStrategy Growth Fund (VASGX). 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. VASGX - Dividend Comparison
SHAPX's dividend yield for the trailing twelve months is around 0.49%, less than VASGX's 2.34% yield.
| 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% |
VASGX Vanguard LifeStrategy Growth Fund | 2.34% | 2.44% | 2.34% | 2.10% | 1.87% | 1.68% | 2.32% | 2.56% | 2.09% | 2.22% | 2.20% | 2.10% |
Drawdowns
SHAPX vs. VASGX - Drawdown Comparison
The maximum SHAPX drawdown since its inception was -81.35%, which is greater than VASGX's maximum drawdown of -51.16%. Use the drawdown chart below to compare losses from any high point for SHAPX and VASGX. For additional features, visit the drawdowns tool.
Volatility
SHAPX vs. VASGX - Volatility Comparison
ClearBridge Appreciation Fund (SHAPX) has a higher volatility of 3.02% compared to Vanguard LifeStrategy Growth Fund (VASGX) at 2.27%. This indicates that SHAPX's price experiences larger fluctuations and is considered to be riskier than VASGX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.