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:
-0.21
DODGX:
0.94
SHRAX:
-0.10
DODGX:
1.23
SHRAX:
0.98
DODGX:
1.19
SHRAX:
-0.09
DODGX:
1.07
SHRAX:
-0.65
DODGX:
3.62
SHRAX:
7.40%
DODGX:
3.38%
SHRAX:
23.28%
DODGX:
13.06%
SHRAX:
-57.84%
DODGX:
-67.34%
SHRAX:
-54.11%
DODGX:
-4.60%
Returns By Period
In the year-to-date period, SHRAX achieves a 4.87% return, which is significantly lower than DODGX's 6.54% return. Over the past 10 years, SHRAX has underperformed DODGX with an annualized return of -6.35%, while DODGX has yielded a comparatively higher 6.38% annualized return.
SHRAX
4.87%
4.87%
-3.11%
-2.92%
-9.68%
-6.35%
DODGX
6.54%
6.54%
3.72%
14.01%
9.63%
6.38%
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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 1.40%.
| 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 | 1.40% | 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 -57.84%, 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 4.87% compared to Dodge & Cox Stock Fund Class I (DODGX) at 3.17%. 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.