SHRAX vs. FGTIX
Compare and contrast key facts about ClearBridge Aggressive Growth Fund (SHRAX) and Franklin Growth Allocation Fund (FGTIX).
SHRAX is managed by Franklin Templeton. It was launched on Oct 24, 1983. FGTIX is managed by Franklin Templeton. It was launched on Dec 30, 1996.
Performance
SHRAX vs. FGTIX - Performance Comparison
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SHRAX vs. FGTIX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
SHRAX ClearBridge Aggressive Growth Fund | -10.22% | 13.50% | 12.02% | 24.09% | -25.43% | 7.35% | 19.74% | 24.26% | -7.93% | 14.22% |
FGTIX Franklin Growth Allocation Fund | -4.56% | 17.82% | 15.13% | 17.62% | -17.12% | 16.39% | 14.54% | 21.85% | -6.45% | 18.06% |
Returns By Period
In the year-to-date period, SHRAX achieves a -10.22% return, which is significantly lower than FGTIX's -4.56% return. Over the past 10 years, SHRAX has underperformed FGTIX with an annualized return of 6.76%, while FGTIX has yielded a comparatively higher 9.11% annualized return.
SHRAX
- 1D
- -0.61%
- 1M
- -10.28%
- YTD
- -10.22%
- 6M
- -11.78%
- 1Y
- 10.43%
- 3Y*
- 9.70%
- 5Y*
- 1.40%
- 10Y*
- 6.76%
FGTIX
- 1D
- -0.19%
- 1M
- -7.42%
- YTD
- -4.56%
- 6M
- -1.79%
- 1Y
- 13.57%
- 3Y*
- 12.93%
- 5Y*
- 7.20%
- 10Y*
- 9.11%
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SHRAX vs. FGTIX - Expense Ratio Comparison
SHRAX has a 1.11% expense ratio, which is higher than FGTIX's 0.66% expense ratio.
Return for Risk
SHRAX vs. FGTIX — Risk / Return Rank
SHRAX
FGTIX
SHRAX vs. FGTIX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for ClearBridge Aggressive Growth Fund (SHRAX) and Franklin Growth Allocation Fund (FGTIX). 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 | FGTIX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.45 | 1.02 | -0.57 |
Sortino ratioReturn per unit of downside risk | 0.80 | 1.53 | -0.73 |
Omega ratioGain probability vs. loss probability | 1.11 | 1.22 | -0.11 |
Calmar ratioReturn relative to maximum drawdown | 0.53 | 1.22 | -0.69 |
Martin ratioReturn relative to average drawdown | 1.70 | 5.85 | -4.15 |
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 | FGTIX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.45 | 1.02 | -0.57 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.07 | 0.48 | -0.42 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.33 | 0.66 | -0.34 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.44 | 0.50 | -0.06 |
Correlation
The correlation between SHRAX and FGTIX is 0.85, 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. FGTIX - Dividend Comparison
SHRAX's dividend yield for the trailing twelve months is around 24.81%, more than FGTIX's 9.41% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
SHRAX ClearBridge Aggressive Growth Fund | 24.81% | 22.27% | 20.39% | 13.77% | 15.63% | 26.11% | 18.42% | 12.71% | 18.97% | 5.97% | 4.76% | 4.03% |
FGTIX Franklin Growth Allocation Fund | 9.41% | 8.98% | 2.27% | 3.28% | 4.93% | 14.27% | 5.11% | 11.14% | 9.45% | 6.22% | 2.70% | 6.36% |
Drawdowns
SHRAX vs. FGTIX - Drawdown Comparison
The maximum SHRAX drawdown since its inception was -57.26%, which is greater than FGTIX's maximum drawdown of -46.40%. Use the drawdown chart below to compare losses from any high point for SHRAX and FGTIX.
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Drawdown Indicators
| SHRAX | FGTIX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -57.26% | -46.40% | -10.86% |
Max Drawdown (1Y)Largest decline over 1 year | -14.59% | -10.08% | -4.51% |
Max Drawdown (5Y)Largest decline over 5 years | -33.77% | -31.56% | -2.21% |
Max Drawdown (10Y)Largest decline over 10 years | -33.77% | -31.56% | -2.21% |
Current DrawdownCurrent decline from peak | -14.59% | -8.16% | -6.43% |
Average DrawdownAverage peak-to-trough decline | -11.29% | -10.21% | -1.08% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 4.56% | 2.10% | +2.46% |
Volatility
SHRAX vs. FGTIX - Volatility Comparison
ClearBridge Aggressive Growth Fund (SHRAX) has a higher volatility of 5.92% compared to Franklin Growth Allocation Fund (FGTIX) at 4.16%. This indicates that SHRAX's price experiences larger fluctuations and is considered to be riskier than FGTIX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| SHRAX | FGTIX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 5.92% | 4.16% | +1.76% |
Volatility (6M)Calculated over the trailing 6-month period | 13.22% | 7.83% | +5.39% |
Volatility (1Y)Calculated over the trailing 1-year period | 22.89% | 13.73% | +9.16% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 20.79% | 14.95% | +5.84% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 20.82% | 13.81% | +7.01% |