SHFVX vs. SBLGX
Compare and contrast key facts about ClearBridge All Cap Value Fund (SHFVX) and ClearBridge Large Cap Growth Fund (SBLGX).
SHFVX is managed by Franklin Templeton. It was launched on Nov 12, 1981. 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: SHFVX or SBLGX.
Correlation
The correlation between SHFVX and SBLGX is 0.81, 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
SHFVX vs. SBLGX - Performance Comparison
Key characteristics
Returns By Period
SHFVX
N/A
N/A
N/A
N/A
N/A
N/A
SBLGX
3.21%
1.64%
10.19%
15.70%
4.92%
7.67%
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SHFVX vs. SBLGX - Expense Ratio Comparison
SHFVX has a 1.16% expense ratio, which is higher than SBLGX's 0.99% expense ratio.
Risk-Adjusted Performance
SHFVX vs. SBLGX — Risk-Adjusted Performance Rank
SHFVX
SBLGX
SHFVX vs. SBLGX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for ClearBridge All Cap Value Fund (SHFVX) 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
SHFVX vs. SBLGX - Dividend Comparison
Neither SHFVX nor SBLGX has paid dividends to shareholders.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
SHFVX ClearBridge All Cap Value Fund | 7.15% | 7.15% | 4.58% | 7.45% | 11.78% | 4.36% | 1.45% | 13.26% | 14.92% | 16.84% | 6.96% | 10.58% |
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
SHFVX vs. SBLGX - Drawdown Comparison
Volatility
SHFVX vs. SBLGX - Volatility Comparison
The current volatility for ClearBridge All Cap Value Fund (SHFVX) is 0.00%, while ClearBridge Large Cap Growth Fund (SBLGX) has a volatility of 5.23%. This indicates that SHFVX 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.