SHRAX vs. DODGX
Compare and contrast key facts about ClearBridge Aggressive Growth Fund (SHRAX) and Dodge & Cox Stock Fund Class I (DODGX).
SHRAX is managed by Franklin Templeton. It was launched on Oct 24, 1983. DODGX is managed by Dodge & Cox. It was launched on Jan 4, 1965.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: SHRAX or DODGX.
Correlation
The correlation between SHRAX and DODGX is 0.78, 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
SHRAX vs. DODGX - Performance Comparison
Key characteristics
SHRAX:
-0.89
DODGX:
-0.39
SHRAX:
-0.99
DODGX:
-0.39
SHRAX:
0.83
DODGX:
0.94
SHRAX:
-0.37
DODGX:
-0.35
SHRAX:
-1.97
DODGX:
-1.41
SHRAX:
11.83%
DODGX:
4.36%
SHRAX:
26.09%
DODGX:
15.58%
SHRAX:
-63.43%
DODGX:
-67.34%
SHRAX:
-63.43%
DODGX:
-17.35%
Returns By Period
In the year-to-date period, SHRAX achieves a -16.43% return, which is significantly lower than DODGX's -7.71% return. Over the past 10 years, SHRAX has underperformed DODGX with an annualized return of -8.93%, while DODGX has yielded a comparatively higher 4.51% annualized return.
SHRAX
-16.43%
-15.31%
-27.95%
-22.59%
-9.46%
-8.93%
DODGX
-7.71%
-12.35%
-13.10%
-5.26%
14.63%
4.51%
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SHRAX vs. DODGX - Expense Ratio Comparison
SHRAX has a 1.11% expense ratio, which is higher than DODGX's 0.51% expense ratio.
Risk-Adjusted Performance
SHRAX vs. DODGX — Risk-Adjusted Performance Rank
SHRAX
DODGX
SHRAX vs. DODGX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for ClearBridge Aggressive Growth Fund (SHRAX) and Dodge & Cox Stock Fund Class I (DODGX). 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
SHRAX vs. DODGX - Dividend Comparison
SHRAX has not paid dividends to shareholders, while DODGX's dividend yield for the trailing twelve months is around 1.64%.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
SHRAX ClearBridge Aggressive Growth Fund | 0.00% | 0.00% | 0.15% | 0.00% | 0.00% | 0.18% | 0.48% | 0.25% | 0.19% | 0.36% | 0.00% | 0.00% |
DODGX Dodge & Cox Stock Fund Class I | 1.64% | 1.49% | 1.45% | 1.43% | 1.25% | 1.74% | 1.88% | 1.68% | 1.53% | 1.64% | 1.51% | 3.17% |
Drawdowns
SHRAX vs. DODGX - Drawdown Comparison
The maximum SHRAX drawdown since its inception was -63.43%, smaller than the maximum DODGX drawdown of -67.34%. Use the drawdown chart below to compare losses from any high point for SHRAX and DODGX. For additional features, visit the drawdowns tool.
Volatility
SHRAX vs. DODGX - Volatility Comparison
ClearBridge Aggressive Growth Fund (SHRAX) has a higher volatility of 11.60% compared to Dodge & Cox Stock Fund Class I (DODGX) at 8.80%. This indicates that SHRAX's price experiences larger fluctuations and is considered to be riskier than DODGX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.