AB Large Cap Growth Fund Class A (APGAX) belongs to the Large Cap Growth Equities category. Below you'll find alternative mutual funds from the same category, ranked by key criteria, plus funds that investors commonly compare with APGAX. Use the tables to find lower-cost options, better risk-adjusted returns, or a closer substitute for your current allocation.
Cheapest Alternatives to APGAX
APGAX charges 0.84% annually. There are 209 mutual funds in the Large Cap Growth Equities category with lower expense ratios, going as low as 0.01%.
| Symbol | Name | Expense Ratio | AUM | Inception | |
|---|---|---|---|---|---|
| American Century Growth Fund G Class | 0.01% | — | Mar 2022 | APGAX vs ACIHX | |
| Fidelity Large Cap Growth Index Fund | 0.04% | — | — | APGAX vs FSPGX | |
| Schwab U.S. Large-Cap Growth Index Fund | 0.04% | 4.90B | Dec 2017 | APGAX vs SWLGX | |
| Vanguard Growth Index Fund Institutional Shares | 0.04% | 393.80B | May 1998 | APGAX vs VIGIX | |
| TIAA-CREF Large-Cap Growth Index Fund | 0.05% | — | Oct 2002 | APGAX vs TILIX |
Best Risk-Adjusted Alternatives to APGAX
APGAX has a PortfoliosLab risk / return rank of 12. There are 321 mutual funds in the Large Cap Growth Equities category with higher risk-adjusted ranks, going as high as 95.
| Symbol | Name | Risk / Return Rank | AUM | Inception | |
|---|---|---|---|---|---|
| Vanguard PRIMECAP Fund Investor Shares | 95 | 92.00B | Nov 1984 | APGAX vs VPMCX | |
| PrimeCap Odyssey Growth Fund | 94 | — | Nov 2004 | APGAX vs POGRX | |
| Vanguard Capital Opportunity Fund Admiral Shares | 92 | 31.20B | Nov 2001 | APGAX vs VHCAX | |
| Fidelity OTC Portfolio Class K | 90 | — | May 2008 | APGAX vs FOCKX | |
| Fidelity OTC Portfolio | 90 | — | Dec 1984 | APGAX vs FOCPX |
Top Performing APGAX Alternatives (YTD)
APGAX is at 2.04% YTD. There are 326 mutual funds in the Large Cap Growth Equities category with higher YTD returns, going as high as 69.44%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| One Rock Fund | 69.44% | — | Mar 2020 | APGAX vs ONERX | |
| Rydex S&P 500 Pure Growth Fund | 35.24% | — | Feb 2004 | APGAX vs RYGRX | |
| Fidelity SAI U.S. Momentum Index Fund | 32.63% | — | Feb 2017 | APGAX vs FUMIX | |
| Fidelity Focused Stock Fund | 32.36% | — | Nov 1996 | APGAX vs FTQGX | |
| PrimeCap Odyssey Growth Fund | 31.65% | — | Nov 2004 | APGAX vs POGRX |
Lowest Volatility Alternatives to APGAX
APGAX has 15.05% 1-year volatility. There are 100 mutual funds in the Large Cap Growth Equities category with lower 1-year volatility, going as low as 7.42%.
| Symbol | Name | Volatility 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| BBH Select Series - Large Cap Fund | 7.42% | — | Sep 2019 | APGAX vs BBLIX | |
| Meridian Enhanced Equity Fund | 9.66% | — | Jan 2005 | APGAX vs MEIFX | |
| Marshfield Concentrated Opportunity Fund | 9.84% | — | Dec 2015 | APGAX vs MRFOX | |
| CIBC Atlas Equity Income Fund | 10.18% | — | Apr 2010 | APGAX vs AWYIX | |
| GQG Partners US Select Quality Equity Fund Investo... | 10.42% | — | Sep 2018 | APGAX vs GQEPX |
Lowest Drawdown Alternatives to APGAX
APGAX has a 1-year max drawdown of -15.33%. There are 224 mutual funds in the Large Cap Growth Equities category with shallower 1-year drawdowns, going as shallow as -3.63%.
| Symbol | Name | Max Drawdown 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| BBH Select Series - Large Cap Fund | -3.63% | — | Sep 2019 | APGAX vs BBLIX | |
| Meridian Enhanced Equity Fund | -4.80% | — | Jan 2005 | APGAX vs MEIFX | |
| LKCM Aquinas Catholic Equity Fund | -7.02% | — | Jul 2005 | APGAX vs AQEIX | |
| Marshfield Concentrated Opportunity Fund | -7.03% | — | Dec 2015 | APGAX vs MRFOX | |
| Davis New York Venture Fund Class Y | -7.97% | — | Feb 1969 | APGAX vs DNVYX |
Other Mutual Funds from AllianceBernstein
The 10 most viewed AllianceBernstein mutual funds shown here include APGYX, APGZX, AGRFX and span 6 categories.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|---|---|
| AB Large Cap Growth Fund Advisor Class | Large Cap Growth Equities | 12 | 2.16% | — | Jan 1996 | APGAX vs APGYX | |
| AB Large Cap Growth Fund Class Z | Large Cap Growth Equities | 12 | 2.21% | — | Jul 2015 | APGAX vs APGZX | |
| AB Growth Fund | Large Cap Growth Equities | 13 | 4.80% | — | Sep 1990 | APGAX vs AGRFX | |
| AB Municipal Income Shares | High Yield Muni | 70 | 2.13% | — | Aug 2010 | APGAX vs MISHX | |
| AB High Income Fund | High Yield Bonds | 69 | 1.78% | — | Feb 1994 | APGAX vs AGDAX | |
| AB Small Cap Growth Portfolio | Small Cap Growth Equities | 41 | 25.68% | — | Feb 1969 | APGAX vs QUASX | |
| AB Income Fund | Intermediate Core-Plus Bond | 18 | 0.15% | — | Aug 1987 | APGAX vs ACGYX | |
| AllianceBernstein Global High Income Closed Fund | High Yield Bonds | 3 | -1.55% | — | Jul 1993 | APGAX vs AWF | |
| AB Sustainable Global Thematic Fund | Global Equities | 7 | 4.72% | — | Feb 1982 | APGAX vs ALTFX | |
| AB High Income Municipal Portfolio | High Yield Muni | 62 | 2.42% | — | Jan 2010 | APGAX vs ABTYX |
Often Compared With APGAX
Investors most often compare APGAX with PRWAX, FXAIX, VOO. These 20 comparison targets span 11 categories, based on PortfoliosLab usage data.
Compare APGAX with Any Fund or Stock
Compare APGAX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.
Pair APGAX with funds that move differently
AB Large Cap Growth Fund Class A alternatives help with substitution. Diversifiers are the next step when you want funds with lower historical correlation to APGAX.
Explore APGAX Diversifiers