SHRAX vs. VPMAX
Compare and contrast key facts about ClearBridge Aggressive Growth Fund (SHRAX) and Vanguard PRIMECAP Fund Admiral Shares (VPMAX).
SHRAX is managed by Franklin Templeton. It was launched on Oct 24, 1983. VPMAX is managed by Vanguard. It was launched on Nov 12, 2001.
Performance
SHRAX vs. VPMAX - Performance Comparison
Loading graphics...
SHRAX vs. VPMAX - 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% |
VPMAX Vanguard PRIMECAP Fund Admiral Shares | -2.75% | 54.11% | 13.30% | 28.25% | -15.16% | 21.72% | 17.23% | 27.88% | -1.93% | 28.28% |
Returns By Period
In the year-to-date period, SHRAX achieves a -7.17% return, which is significantly lower than VPMAX's -2.75% return. Over the past 10 years, SHRAX has underperformed VPMAX with an annualized return of 7.12%, while VPMAX has yielded a comparatively higher 16.91% 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%
VPMAX
- 1D
- 3.30%
- 1M
- -6.80%
- YTD
- -2.75%
- 6M
- 24.32%
- 1Y
- 51.98%
- 3Y*
- 26.74%
- 5Y*
- 15.10%
- 10Y*
- 16.91%
Compare stocks, funds, or ETFs
Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.
SHRAX vs. VPMAX - Expense Ratio Comparison
SHRAX has a 1.11% expense ratio, which is higher than VPMAX's 0.31% expense ratio.
Return for Risk
SHRAX vs. VPMAX — Risk / Return Rank
SHRAX
VPMAX
SHRAX vs. VPMAX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for ClearBridge Aggressive Growth Fund (SHRAX) and Vanguard PRIMECAP Fund Admiral Shares (VPMAX). 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 | VPMAX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.62 | 1.78 | -1.17 |
Sortino ratioReturn per unit of downside risk | 1.04 | 3.30 | -2.26 |
Omega ratioGain probability vs. loss probability | 1.14 | 1.48 | -0.34 |
Calmar ratioReturn relative to maximum drawdown | 0.96 | 3.76 | -2.81 |
Martin ratioReturn relative to average drawdown | 3.02 | 16.16 | -13.14 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
Loading graphics...
Sharpe Ratios by Period
| SHRAX | VPMAX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.62 | 1.78 | -1.17 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.09 | 0.75 | -0.67 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.34 | 0.84 | -0.50 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.45 | 0.62 | -0.17 |
Correlation
The correlation between SHRAX and VPMAX is 0.90, 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. VPMAX - Dividend Comparison
SHRAX's dividend yield for the trailing twelve months is around 23.99%, less than VPMAX's 32.75% 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% |
VPMAX Vanguard PRIMECAP Fund Admiral Shares | 32.75% | 31.85% | 6.71% | 7.24% | 9.94% | 10.18% | 9.82% | 7.23% | 8.43% | 4.52% | 5.13% | 5.99% |
Drawdowns
SHRAX vs. VPMAX - Drawdown Comparison
The maximum SHRAX drawdown since its inception was -57.26%, which is greater than VPMAX's maximum drawdown of -48.32%. Use the drawdown chart below to compare losses from any high point for SHRAX and VPMAX.
Loading graphics...
Drawdown Indicators
| SHRAX | VPMAX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -57.26% | -48.32% | -8.94% |
Max Drawdown (1Y)Largest decline over 1 year | -14.59% | -13.75% | -0.84% |
Max Drawdown (5Y)Largest decline over 5 years | -33.77% | -25.21% | -8.56% |
Max Drawdown (10Y)Largest decline over 10 years | -33.77% | -32.65% | -1.12% |
Current DrawdownCurrent decline from peak | -11.69% | -8.80% | -2.89% |
Average DrawdownAverage peak-to-trough decline | -11.29% | -6.61% | -4.68% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 4.62% | 3.20% | +1.42% |
Volatility
SHRAX vs. VPMAX - Volatility Comparison
ClearBridge Aggressive Growth Fund (SHRAX) has a higher volatility of 7.07% compared to Vanguard PRIMECAP Fund Admiral Shares (VPMAX) at 6.72%. This indicates that SHRAX's price experiences larger fluctuations and is considered to be riskier than VPMAX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
Loading graphics...
Volatility by Period
| SHRAX | VPMAX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 7.07% | 6.72% | +0.35% |
Volatility (6M)Calculated over the trailing 6-month period | 13.63% | 22.09% | -8.46% |
Volatility (1Y)Calculated over the trailing 1-year period | 23.09% | 28.98% | -5.89% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 20.84% | 20.17% | +0.67% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 20.85% | 20.11% | +0.74% |