SHRAX vs. FRALX
Compare and contrast key facts about ClearBridge Aggressive Growth Fund (SHRAX) and Franklin Alabama Tax Free Income Fund (FRALX).
SHRAX is managed by Franklin Templeton. It was launched on Oct 24, 1983. FRALX is managed by Franklin Templeton. It was launched on Aug 31, 1987.
Performance
SHRAX vs. FRALX - Performance Comparison
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SHRAX vs. FRALX - 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% |
FRALX Franklin Alabama Tax Free Income Fund | -0.59% | 4.16% | 2.04% | 6.14% | -10.72% | 2.14% | 4.73% | 6.70% | 0.56% | 2.69% |
Returns By Period
In the year-to-date period, SHRAX achieves a -7.17% return, which is significantly lower than FRALX's -0.59% return. Over the past 10 years, SHRAX has outperformed FRALX with an annualized return of 7.12%, while FRALX has yielded a comparatively lower 1.71% 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%
FRALX
- 1D
- 0.30%
- 1M
- -2.24%
- YTD
- -0.59%
- 6M
- 0.87%
- 1Y
- 3.32%
- 3Y*
- 2.89%
- 5Y*
- 0.53%
- 10Y*
- 1.71%
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SHRAX vs. FRALX - Expense Ratio Comparison
SHRAX has a 1.11% expense ratio, which is higher than FRALX's 0.75% expense ratio.
Return for Risk
SHRAX vs. FRALX — Risk / Return Rank
SHRAX
FRALX
SHRAX vs. FRALX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for ClearBridge Aggressive Growth Fund (SHRAX) and Franklin Alabama Tax Free Income Fund (FRALX). 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 | FRALX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.62 | 0.76 | -0.14 |
Sortino ratioReturn per unit of downside risk | 1.04 | 1.01 | +0.02 |
Omega ratioGain probability vs. loss probability | 1.14 | 1.20 | -0.06 |
Calmar ratioReturn relative to maximum drawdown | 0.96 | 0.88 | +0.08 |
Martin ratioReturn relative to average drawdown | 3.02 | 2.57 | +0.45 |
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 | FRALX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.62 | 0.76 | -0.14 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.09 | 0.12 | -0.03 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.34 | 0.44 | -0.09 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.45 | 1.12 | -0.68 |
Correlation
The correlation between SHRAX and FRALX is -0.03. This indicates that the assets' prices tend to move in opposite directions. Negative correlation can be particularly beneficial for diversification and risk management, as one asset may offset the losses of the other during market fluctuations.
Dividends
SHRAX vs. FRALX - Dividend Comparison
SHRAX's dividend yield for the trailing twelve months is around 23.99%, more than FRALX's 3.04% 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% |
FRALX Franklin Alabama Tax Free Income Fund | 3.04% | 3.91% | 3.21% | 2.32% | 2.48% | 2.12% | 2.64% | 3.26% | 3.13% | 3.02% | 3.47% | 3.79% |
Drawdowns
SHRAX vs. FRALX - Drawdown Comparison
The maximum SHRAX drawdown since its inception was -57.26%, which is greater than FRALX's maximum drawdown of -15.97%. Use the drawdown chart below to compare losses from any high point for SHRAX and FRALX.
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Drawdown Indicators
| SHRAX | FRALX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -57.26% | -15.97% | -41.29% |
Max Drawdown (1Y)Largest decline over 1 year | -14.59% | -5.03% | -9.56% |
Max Drawdown (5Y)Largest decline over 5 years | -33.77% | -15.97% | -17.80% |
Max Drawdown (10Y)Largest decline over 10 years | -33.77% | -15.97% | -17.80% |
Current DrawdownCurrent decline from peak | -11.69% | -2.52% | -9.17% |
Average DrawdownAverage peak-to-trough decline | -11.29% | -1.85% | -9.44% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 4.62% | 1.72% | +2.90% |
Volatility
SHRAX vs. FRALX - Volatility Comparison
ClearBridge Aggressive Growth Fund (SHRAX) has a higher volatility of 7.07% compared to Franklin Alabama Tax Free Income Fund (FRALX) at 1.16%. This indicates that SHRAX's price experiences larger fluctuations and is considered to be riskier than FRALX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| SHRAX | FRALX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 7.07% | 1.16% | +5.91% |
Volatility (6M)Calculated over the trailing 6-month period | 13.63% | 1.79% | +11.84% |
Volatility (1Y)Calculated over the trailing 1-year period | 23.09% | 5.00% | +18.09% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 20.84% | 4.45% | +16.39% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 20.85% | 3.93% | +16.92% |