SOPAX vs. PAGRX
Compare and contrast key facts about ClearBridge Dividend Strategy Fund (SOPAX) and Permanent Portfolio Aggressive Growth Portfolio (PAGRX).
SOPAX is managed by Franklin Templeton. It was launched on Nov 6, 1992. PAGRX is managed by Permanent Portfolio. It was launched on Jan 2, 1990.
Performance
SOPAX vs. PAGRX - Performance Comparison
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SOPAX vs. PAGRX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
SOPAX ClearBridge Dividend Strategy Fund | -1.64% | 12.27% | 16.77% | 14.13% | -8.41% | 26.36% | 7.62% | 30.97% | -5.18% | 18.58% |
PAGRX Permanent Portfolio Aggressive Growth Portfolio | -3.85% | 36.92% | 44.52% | 38.73% | -26.06% | 24.84% | 37.65% | 40.34% | -12.41% | 21.19% |
Returns By Period
In the year-to-date period, SOPAX achieves a -1.64% return, which is significantly higher than PAGRX's -3.85% return. Over the past 10 years, SOPAX has underperformed PAGRX with an annualized return of 11.37%, while PAGRX has yielded a comparatively higher 18.68% annualized return.
SOPAX
- 1D
- 0.49%
- 1M
- -7.32%
- YTD
- -1.64%
- 6M
- -0.65%
- 1Y
- 9.19%
- 3Y*
- 13.27%
- 5Y*
- 10.13%
- 10Y*
- 11.37%
PAGRX
- 1D
- -1.68%
- 1M
- -8.33%
- YTD
- -3.85%
- 6M
- 0.87%
- 1Y
- 39.42%
- 3Y*
- 34.02%
- 5Y*
- 17.10%
- 10Y*
- 18.68%
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SOPAX vs. PAGRX - Expense Ratio Comparison
SOPAX has a 1.02% expense ratio, which is lower than PAGRX's 1.21% expense ratio.
Return for Risk
SOPAX vs. PAGRX — Risk / Return Rank
SOPAX
PAGRX
SOPAX vs. PAGRX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for ClearBridge Dividend Strategy Fund (SOPAX) and Permanent Portfolio Aggressive Growth Portfolio (PAGRX). 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.
| SOPAX | PAGRX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.74 | 1.55 | -0.80 |
Sortino ratioReturn per unit of downside risk | 1.11 | 2.25 | -1.14 |
Omega ratioGain probability vs. loss probability | 1.17 | 1.33 | -0.17 |
Calmar ratioReturn relative to maximum drawdown | 0.89 | 2.59 | -1.71 |
Martin ratioReturn relative to average drawdown | 3.89 | 13.26 | -9.37 |
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
| SOPAX | PAGRX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.74 | 1.55 | -0.80 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.72 | 0.70 | +0.01 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.70 | 0.77 | -0.07 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.94 | 0.52 | +0.42 |
Correlation
The correlation between SOPAX and PAGRX is 0.80, 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
SOPAX vs. PAGRX - Dividend Comparison
SOPAX's dividend yield for the trailing twelve months is around 13.58%, more than PAGRX's 0.03% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
SOPAX ClearBridge Dividend Strategy Fund | 13.58% | 13.65% | 9.54% | 9.20% | 5.68% | 9.93% | 1.76% | 7.32% | 6.56% | 6.75% | 3.03% | 1.53% |
PAGRX Permanent Portfolio Aggressive Growth Portfolio | 0.03% | 0.03% | 5.62% | 2.72% | 7.79% | 6.82% | 15.08% | 17.51% | 12.33% | 8.70% | 16.94% | 6.31% |
Drawdowns
SOPAX vs. PAGRX - Drawdown Comparison
The maximum SOPAX drawdown since its inception was -46.78%, smaller than the maximum PAGRX drawdown of -55.87%. Use the drawdown chart below to compare losses from any high point for SOPAX and PAGRX.
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Drawdown Indicators
| SOPAX | PAGRX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -46.78% | -55.87% | +9.09% |
Max Drawdown (1Y)Largest decline over 1 year | -9.94% | -13.80% | +3.86% |
Max Drawdown (5Y)Largest decline over 5 years | -19.31% | -36.52% | +17.21% |
Max Drawdown (10Y)Largest decline over 10 years | -34.72% | -38.01% | +3.29% |
Current DrawdownCurrent decline from peak | -7.59% | -9.14% | +1.55% |
Average DrawdownAverage peak-to-trough decline | -4.90% | -10.09% | +5.19% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 2.27% | 2.70% | -0.43% |
Volatility
SOPAX vs. PAGRX - Volatility Comparison
The current volatility for ClearBridge Dividend Strategy Fund (SOPAX) is 3.21%, while Permanent Portfolio Aggressive Growth Portfolio (PAGRX) has a volatility of 5.49%. This indicates that SOPAX experiences smaller price fluctuations and is considered to be less risky than PAGRX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| SOPAX | PAGRX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 3.21% | 5.49% | -2.28% |
Volatility (6M)Calculated over the trailing 6-month period | 6.90% | 13.43% | -6.53% |
Volatility (1Y)Calculated over the trailing 1-year period | 13.51% | 25.49% | -11.98% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 14.23% | 24.49% | -10.26% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 16.35% | 24.47% | -8.12% |