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.
Performance
SHRAX vs. DODGX - Performance Comparison
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SHRAX vs. DODGX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
SHRAX ClearBridge Aggressive Growth Fund | -7.17% | 13.50% | 12.02% | 24.09% | -25.43% | 7.35% | 19.74% | 24.26% | -7.93% | 14.22% |
DODGX Dodge & Cox Stock Fund Class I | -1.65% | 13.66% | 14.36% | 17.49% | -7.25% | 31.72% | 7.10% | 24.30% | -7.15% | 18.33% |
Returns By Period
In the year-to-date period, SHRAX achieves a -7.17% return, which is significantly lower than DODGX's -1.65% return. Over the past 10 years, SHRAX has underperformed DODGX with an annualized return of 7.12%, while DODGX has yielded a comparatively higher 12.55% annualized return.
SHRAX
- 1D
- 3.40%
- 1M
- -6.68%
- YTD
- -7.17%
- 6M
- -8.75%
- 1Y
- 13.06%
- 3Y*
- 10.93%
- 5Y*
- 1.80%
- 10Y*
- 7.12%
DODGX
- 1D
- 2.09%
- 1M
- -5.31%
- YTD
- -1.65%
- 6M
- 0.63%
- 1Y
- 8.01%
- 3Y*
- 13.95%
- 5Y*
- 9.38%
- 10Y*
- 12.55%
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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.
Return for Risk
SHRAX vs. DODGX — Risk / Return Rank
SHRAX
DODGX
SHRAX vs. DODGX - Risk-Adjusted Trends 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.
| SHRAX | DODGX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.62 | 0.49 | +0.13 |
Sortino ratioReturn per unit of downside risk | 1.04 | 0.78 | +0.26 |
Omega ratioGain probability vs. loss probability | 1.14 | 1.11 | +0.02 |
Calmar ratioReturn relative to maximum drawdown | 0.96 | 0.60 | +0.36 |
Martin ratioReturn relative to average drawdown | 3.02 | 2.50 | +0.52 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
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Sharpe Ratios by Period
| SHRAX | DODGX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.62 | 0.49 | +0.13 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.09 | 0.59 | -0.50 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.34 | 0.65 | -0.31 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.45 | 0.62 | -0.17 |
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.
Dividends
SHRAX vs. DODGX - Dividend Comparison
SHRAX's dividend yield for the trailing twelve months is around 23.99%, more than DODGX's 9.89% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
SHRAX ClearBridge Aggressive Growth Fund | 23.99% | 22.27% | 20.39% | 13.77% | 15.63% | 26.11% | 18.42% | 12.71% | 18.97% | 5.97% | 4.76% | 4.03% |
DODGX Dodge & Cox Stock Fund Class I | 9.89% | 9.86% | 8.20% | 3.76% | 5.47% | 3.22% | 6.74% | 10.23% | 9.69% | 6.78% | 6.26% | 5.36% |
Drawdowns
SHRAX vs. DODGX - Drawdown Comparison
The maximum SHRAX drawdown since its inception was -57.26%, smaller than the maximum DODGX drawdown of -63.24%. Use the drawdown chart below to compare losses from any high point for SHRAX and DODGX.
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Drawdown Indicators
| SHRAX | DODGX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -57.26% | -63.24% | +5.98% |
Max Drawdown (1Y)Largest decline over 1 year | -14.59% | -12.23% | -2.36% |
Max Drawdown (5Y)Largest decline over 5 years | -33.77% | -21.85% | -11.92% |
Max Drawdown (10Y)Largest decline over 10 years | -33.77% | -40.41% | +6.64% |
Current DrawdownCurrent decline from peak | -11.69% | -5.31% | -6.38% |
Average DrawdownAverage peak-to-trough decline | -11.29% | -7.53% | -3.76% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 4.62% | 2.94% | +1.68% |
Volatility
SHRAX vs. DODGX - Volatility Comparison
ClearBridge Aggressive Growth Fund (SHRAX) has a higher volatility of 7.07% compared to Dodge & Cox Stock Fund Class I (DODGX) at 4.23%. 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.
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Volatility by Period
| SHRAX | DODGX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 7.07% | 4.23% | +2.84% |
Volatility (6M)Calculated over the trailing 6-month period | 13.63% | 8.72% | +4.91% |
Volatility (1Y)Calculated over the trailing 1-year period | 23.09% | 16.33% | +6.76% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 20.84% | 16.05% | +4.79% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 20.85% | 19.25% | +1.60% |