SHAPX vs. VSCIX
Compare and contrast key facts about ClearBridge Appreciation Fund (SHAPX) and Vanguard Small-Cap Index Fund Institutional Shares (VSCIX).
SHAPX is managed by Franklin Templeton. It was launched on Mar 10, 1970. VSCIX is managed by Vanguard. It was launched on Jul 7, 1997.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: SHAPX or VSCIX.
Correlation
The correlation between SHAPX and VSCIX is 0.83, 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. VSCIX - Performance Comparison
Key characteristics
SHAPX:
0.96
VSCIX:
1.30
SHAPX:
1.20
VSCIX:
1.85
SHAPX:
1.22
VSCIX:
1.23
SHAPX:
1.16
VSCIX:
1.91
SHAPX:
3.83
VSCIX:
6.23
SHAPX:
3.53%
VSCIX:
3.52%
SHAPX:
14.01%
VSCIX:
16.84%
SHAPX:
-81.35%
VSCIX:
-59.66%
SHAPX:
-10.10%
VSCIX:
-4.94%
Returns By Period
In the year-to-date period, SHAPX achieves a 0.98% return, which is significantly lower than VSCIX's 2.96% return. Over the past 10 years, SHAPX has underperformed VSCIX with an annualized return of 6.53%, while VSCIX has yielded a comparatively higher 9.65% annualized return.
SHAPX
0.98%
-1.46%
-1.96%
13.92%
6.03%
6.53%
VSCIX
2.96%
-1.11%
9.17%
22.93%
9.47%
9.65%
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SHAPX vs. VSCIX - Expense Ratio Comparison
SHAPX has a 0.93% expense ratio, which is higher than VSCIX's 0.04% expense ratio.
Risk-Adjusted Performance
SHAPX vs. VSCIX — Risk-Adjusted Performance Rank
SHAPX
VSCIX
SHAPX vs. VSCIX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for ClearBridge Appreciation Fund (SHAPX) and Vanguard Small-Cap Index Fund Institutional Shares (VSCIX). 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. VSCIX - Dividend Comparison
SHAPX's dividend yield for the trailing twelve months is around 0.50%, less than VSCIX's 1.27% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
SHAPX ClearBridge Appreciation Fund | 0.50% | 0.50% | 0.67% | 0.84% | 0.50% | 0.78% | 1.12% | 1.12% | 1.00% | 1.02% | 0.99% | 0.87% |
VSCIX Vanguard Small-Cap Index Fund Institutional Shares | 1.27% | 1.31% | 1.56% | 1.55% | 1.25% | 1.15% | 1.40% | 1.68% | 1.36% | 1.50% | 1.49% | 1.44% |
Drawdowns
SHAPX vs. VSCIX - Drawdown Comparison
The maximum SHAPX drawdown since its inception was -81.35%, which is greater than VSCIX's maximum drawdown of -59.66%. Use the drawdown chart below to compare losses from any high point for SHAPX and VSCIX. For additional features, visit the drawdowns tool.
Volatility
SHAPX vs. VSCIX - Volatility Comparison
The current volatility for ClearBridge Appreciation Fund (SHAPX) is 4.37%, while Vanguard Small-Cap Index Fund Institutional Shares (VSCIX) has a volatility of 5.60%. This indicates that SHAPX experiences smaller price fluctuations and is considered to be less risky than VSCIX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.