AGRFX vs. APGAX
Compare and contrast key facts about AB Growth Fund (AGRFX) and AB Large Cap Growth Fund Class A (APGAX).
AGRFX is managed by AllianceBernstein. It was launched on Sep 4, 1990. APGAX is managed by AllianceBernstein. It was launched on Oct 1, 1996.
Performance
AGRFX vs. APGAX - Performance Comparison
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AGRFX vs. APGAX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
AGRFX AB Growth Fund | -12.87% | 10.84% | 31.50% | 37.95% | -29.65% | 21.40% | 35.97% | 31.11% | 3.75% | 33.88% |
APGAX AB Large Cap Growth Fund Class A | -12.84% | 12.96% | 25.09% | 34.66% | -28.96% | 28.60% | 34.05% | 33.77% | 1.97% | 31.36% |
Returns By Period
The year-to-date returns for both investments are quite close, with AGRFX having a -12.87% return and APGAX slightly higher at -12.84%. Both investments have delivered pretty close results over the past 10 years, with AGRFX having a 14.19% annualized return and APGAX not far behind at 14.15%.
AGRFX
- 1D
- -0.24%
- 1M
- -10.04%
- YTD
- -12.87%
- 6M
- -13.78%
- 1Y
- 6.03%
- 3Y*
- 15.92%
- 5Y*
- 8.48%
- 10Y*
- 14.19%
APGAX
- 1D
- -0.11%
- 1M
- -10.13%
- YTD
- -12.84%
- 6M
- -12.69%
- 1Y
- 7.50%
- 3Y*
- 14.10%
- 5Y*
- 8.44%
- 10Y*
- 14.15%
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AGRFX vs. APGAX - Expense Ratio Comparison
AGRFX has a 1.12% expense ratio, which is higher than APGAX's 0.84% expense ratio.
Return for Risk
AGRFX vs. APGAX — Risk / Return Rank
AGRFX
APGAX
AGRFX vs. APGAX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for AB Growth Fund (AGRFX) and AB Large Cap Growth Fund Class A (APGAX). 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.
| AGRFX | APGAX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.30 | 0.39 | -0.09 |
Sortino ratioReturn per unit of downside risk | 0.58 | 0.71 | -0.13 |
Omega ratioGain probability vs. loss probability | 1.08 | 1.10 | -0.02 |
Calmar ratioReturn relative to maximum drawdown | 0.22 | 0.32 | -0.10 |
Martin ratioReturn relative to average drawdown | 0.83 | 1.26 | -0.43 |
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
| AGRFX | APGAX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.30 | 0.39 | -0.09 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.41 | 0.42 | -0.01 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.70 | 0.72 | -0.03 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.55 | 0.51 | +0.04 |
Correlation
The correlation between AGRFX and APGAX is 0.95, 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
AGRFX vs. APGAX - Dividend Comparison
AGRFX's dividend yield for the trailing twelve months is around 18.79%, more than APGAX's 12.98% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
AGRFX AB Growth Fund | 18.79% | 16.37% | 21.03% | 7.20% | 1.69% | 9.79% | 5.79% | 7.80% | 16.01% | 9.33% | 1.03% | 9.76% |
APGAX AB Large Cap Growth Fund Class A | 12.98% | 11.31% | 7.44% | 1.75% | 0.97% | 8.04% | 2.87% | 3.66% | 9.96% | 4.09% | 2.74% | 9.23% |
Drawdowns
AGRFX vs. APGAX - Drawdown Comparison
The maximum AGRFX drawdown since its inception was -61.88%, smaller than the maximum APGAX drawdown of -67.19%. Use the drawdown chart below to compare losses from any high point for AGRFX and APGAX.
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Drawdown Indicators
| AGRFX | APGAX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -61.88% | -67.19% | +5.31% |
Max Drawdown (1Y)Largest decline over 1 year | -15.92% | -15.33% | -0.59% |
Max Drawdown (5Y)Largest decline over 5 years | -35.21% | -34.04% | -1.17% |
Max Drawdown (10Y)Largest decline over 10 years | -35.21% | -34.04% | -1.17% |
Current DrawdownCurrent decline from peak | -15.92% | -15.33% | -0.59% |
Average DrawdownAverage peak-to-trough decline | -15.82% | -19.51% | +3.69% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 4.28% | 3.94% | +0.34% |
Volatility
AGRFX vs. APGAX - Volatility Comparison
AB Growth Fund (AGRFX) has a higher volatility of 5.75% compared to AB Large Cap Growth Fund Class A (APGAX) at 5.12%. This indicates that AGRFX's price experiences larger fluctuations and is considered to be riskier than APGAX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| AGRFX | APGAX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 5.75% | 5.12% | +0.63% |
Volatility (6M)Calculated over the trailing 6-month period | 11.87% | 10.80% | +1.07% |
Volatility (1Y)Calculated over the trailing 1-year period | 20.55% | 19.92% | +0.63% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 20.79% | 20.13% | +0.66% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 20.39% | 19.60% | +0.79% |