SHRAX vs. FGTAX
Compare and contrast key facts about ClearBridge Aggressive Growth Fund (SHRAX) and Fidelity Advisor Mega Cap Stock Fund Class A (FGTAX).
SHRAX is managed by Franklin Templeton. It was launched on Oct 24, 1983. FGTAX is managed by Fidelity. It was launched on Feb 5, 2008.
Performance
SHRAX vs. FGTAX - Performance Comparison
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SHRAX vs. FGTAX - 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% |
FGTAX Fidelity Advisor Mega Cap Stock Fund Class A | -2.19% | 26.58% | 25.62% | 26.18% | -9.26% | 25.98% | 12.59% | 30.74% | -7.68% | 17.54% |
Returns By Period
In the year-to-date period, SHRAX achieves a -7.17% return, which is significantly lower than FGTAX's -2.19% return. Over the past 10 years, SHRAX has underperformed FGTAX with an annualized return of 7.12%, while FGTAX has yielded a comparatively higher 15.11% 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%
FGTAX
- 1D
- 3.13%
- 1M
- -4.73%
- YTD
- -2.19%
- 6M
- 2.33%
- 1Y
- 25.96%
- 3Y*
- 22.12%
- 5Y*
- 14.60%
- 10Y*
- 15.11%
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SHRAX vs. FGTAX - Expense Ratio Comparison
SHRAX has a 1.11% expense ratio, which is higher than FGTAX's 0.90% expense ratio.
Return for Risk
SHRAX vs. FGTAX — Risk / Return Rank
SHRAX
FGTAX
SHRAX vs. FGTAX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for ClearBridge Aggressive Growth Fund (SHRAX) and Fidelity Advisor Mega Cap Stock Fund Class A (FGTAX). 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 | FGTAX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.62 | 1.45 | -0.84 |
Sortino ratioReturn per unit of downside risk | 1.04 | 2.07 | -1.03 |
Omega ratioGain probability vs. loss probability | 1.14 | 1.33 | -0.19 |
Calmar ratioReturn relative to maximum drawdown | 0.96 | 2.22 | -1.26 |
Martin ratioReturn relative to average drawdown | 3.02 | 10.24 | -7.21 |
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 | FGTAX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.62 | 1.45 | -0.84 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.09 | 0.88 | -0.79 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.34 | 0.84 | -0.49 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.45 | 0.56 | -0.11 |
Correlation
The correlation between SHRAX and FGTAX is 0.86, 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. FGTAX - Dividend Comparison
SHRAX's dividend yield for the trailing twelve months is around 23.99%, more than FGTAX's 3.80% 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% |
FGTAX Fidelity Advisor Mega Cap Stock Fund Class A | 3.80% | 3.72% | 2.48% | 1.86% | 4.17% | 4.61% | 7.84% | 12.91% | 21.65% | 16.21% | 1.75% | 3.75% |
Drawdowns
SHRAX vs. FGTAX - Drawdown Comparison
The maximum SHRAX drawdown since its inception was -57.26%, which is greater than FGTAX's maximum drawdown of -53.07%. Use the drawdown chart below to compare losses from any high point for SHRAX and FGTAX.
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Drawdown Indicators
| SHRAX | FGTAX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -57.26% | -53.07% | -4.19% |
Max Drawdown (1Y)Largest decline over 1 year | -14.59% | -12.16% | -2.43% |
Max Drawdown (5Y)Largest decline over 5 years | -33.77% | -23.48% | -10.29% |
Max Drawdown (10Y)Largest decline over 10 years | -33.77% | -35.21% | +1.44% |
Current DrawdownCurrent decline from peak | -11.69% | -6.19% | -5.50% |
Average DrawdownAverage peak-to-trough decline | -11.29% | -6.83% | -4.46% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 4.62% | 2.64% | +1.98% |
Volatility
SHRAX vs. FGTAX - Volatility Comparison
ClearBridge Aggressive Growth Fund (SHRAX) has a higher volatility of 7.07% compared to Fidelity Advisor Mega Cap Stock Fund Class A (FGTAX) at 5.53%. This indicates that SHRAX's price experiences larger fluctuations and is considered to be riskier than FGTAX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| SHRAX | FGTAX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 7.07% | 5.53% | +1.54% |
Volatility (6M)Calculated over the trailing 6-month period | 13.63% | 9.75% | +3.88% |
Volatility (1Y)Calculated over the trailing 1-year period | 23.09% | 18.36% | +4.73% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 20.84% | 16.70% | +4.14% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 20.85% | 18.12% | +2.73% |