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:
-0.27
DODGX:
0.67
SHRAX:
-0.18
DODGX:
0.90
SHRAX:
0.97
DODGX:
1.14
SHRAX:
-0.11
DODGX:
0.73
SHRAX:
-1.21
DODGX:
3.51
SHRAX:
5.16%
DODGX:
2.44%
SHRAX:
23.14%
DODGX:
12.83%
SHRAX:
-57.84%
DODGX:
-63.25%
SHRAX:
-55.99%
DODGX:
-10.82%
Returns By Period
In the year-to-date period, SHRAX achieves a -5.68% return, which is significantly lower than DODGX's 8.88% return. Over the past 10 years, SHRAX has underperformed DODGX with an annualized return of -6.87%, while DODGX has yielded a comparatively higher 10.16% annualized return.
SHRAX
-5.68%
-19.08%
-10.91%
-5.68%
-10.82%
-6.87%
DODGX
8.88%
-10.82%
0.54%
8.88%
10.91%
10.16%
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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 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 1.20%.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
SHRAX ClearBridge Aggressive Growth Fund | 0.00% | 0.15% | 0.00% | 0.00% | 0.18% | 0.48% | 0.25% | 0.19% | 0.36% | 0.00% | 0.00% | 0.00% |
DODGX Dodge & Cox Stock Fund Class I | 1.20% | 1.45% | 1.43% | 1.25% | 1.74% | 1.88% | 1.68% | 1.53% | 1.64% | 1.51% | 3.17% | 1.25% |
Drawdowns
SHRAX vs. DODGX - Drawdown Comparison
The maximum SHRAX drawdown since its inception was -57.84%, smaller than the maximum DODGX drawdown of -63.25%. 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 19.25% compared to Dodge & Cox Stock Fund Class I (DODGX) at 7.61%. 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.