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.
Key characteristics
SHRAX | DODGX | |
---|---|---|
YTD Return | 5.17% | 14.55% |
1Y Return | 19.12% | 22.18% |
3Y Return (Ann) | -1.46% | 9.51% |
5Y Return (Ann) | 6.54% | 13.98% |
10Y Return (Ann) | 5.45% | 10.70% |
Sharpe Ratio | 1.22 | 1.93 |
Daily Std Dev | 15.63% | 11.42% |
Max Drawdown | -57.26% | -63.25% |
Current Drawdown | -8.44% | -0.85% |
Correlation
The correlation between SHRAX and DODGX is 0.77, 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
In the year-to-date period, SHRAX achieves a 5.17% return, which is significantly lower than DODGX's 14.55% return. Over the past 10 years, SHRAX has underperformed DODGX with an annualized return of 5.45%, while DODGX has yielded a comparatively higher 10.70% annualized return. The chart below displays the growth of a $10,000 investment in both assets, with all prices adjusted for splits and dividends.
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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's dividend yield for the trailing twelve months is around 13.10%, more than DODGX's 4.80% yield.
TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
---|---|---|---|---|---|---|---|---|---|---|---|---|
ClearBridge Aggressive Growth Fund | 13.10% | 13.77% | 15.63% | 26.11% | 18.42% | 12.71% | 18.97% | 5.97% | 4.76% | 4.03% | 1.97% | 0.79% |
Dodge & Cox Stock Fund Class I | 4.80% | 3.76% | 5.47% | 3.22% | 6.86% | 10.23% | 9.69% | 6.78% | 6.26% | 5.36% | 3.17% | 1.24% |
Drawdowns
SHRAX vs. DODGX - Drawdown Comparison
The maximum SHRAX drawdown since its inception was -57.26%, 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 4.81% compared to Dodge & Cox Stock Fund Class I (DODGX) at 2.88%. 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.