AGRFX vs. APGZX
Compare and contrast key facts about AB Growth Fund (AGRFX) and AB Large Cap Growth Fund Class Z (APGZX).
AGRFX is managed by AllianceBernstein. It was launched on Sep 4, 1990. APGZX is managed by AllianceBernstein. It was launched on Jul 1, 2015.
Performance
AGRFX vs. APGZX - Performance Comparison
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AGRFX vs. APGZX - 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% |
APGZX AB Large Cap Growth Fund Class Z | -12.76% | 13.26% | 25.47% | 35.12% | -28.74% | 29.00% | 34.47% | 34.24% | 2.30% | 31.81% |
Returns By Period
The year-to-date returns for both investments are quite close, with AGRFX having a -12.87% return and APGZX slightly higher at -12.76%. Both investments have delivered pretty close results over the past 10 years, with AGRFX having a 14.19% annualized return and APGZX not far ahead at 14.52%.
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%
APGZX
- 1D
- -0.10%
- 1M
- -10.09%
- YTD
- -12.76%
- 6M
- -12.55%
- 1Y
- 7.79%
- 3Y*
- 14.45%
- 5Y*
- 8.77%
- 10Y*
- 14.52%
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AGRFX vs. APGZX - Expense Ratio Comparison
AGRFX has a 1.12% expense ratio, which is higher than APGZX's 0.52% expense ratio.
Return for Risk
AGRFX vs. APGZX — Risk / Return Rank
AGRFX
APGZX
AGRFX vs. APGZX - 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 Z (APGZX). 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 | APGZX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.30 | 0.40 | -0.10 |
Sortino ratioReturn per unit of downside risk | 0.58 | 0.73 | -0.15 |
Omega ratioGain probability vs. loss probability | 1.08 | 1.10 | -0.02 |
Calmar ratioReturn relative to maximum drawdown | 0.22 | 0.34 | -0.12 |
Martin ratioReturn relative to average drawdown | 0.83 | 1.34 | -0.52 |
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 | APGZX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.30 | 0.40 | -0.10 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.41 | 0.44 | -0.03 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.70 | 0.74 | -0.04 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.55 | 0.73 | -0.18 |
Correlation
The correlation between AGRFX and APGZX is 0.99, 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. APGZX - Dividend Comparison
AGRFX's dividend yield for the trailing twelve months is around 18.79%, more than APGZX's 11.19% 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% |
APGZX AB Large Cap Growth Fund Class Z | 11.19% | 9.77% | 6.62% | 1.69% | 0.87% | 7.19% | 2.60% | 3.49% | 9.11% | 3.78% | 2.72% | 0.00% |
Drawdowns
AGRFX vs. APGZX - Drawdown Comparison
The maximum AGRFX drawdown since its inception was -61.88%, which is greater than APGZX's maximum drawdown of -33.87%. Use the drawdown chart below to compare losses from any high point for AGRFX and APGZX.
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Drawdown Indicators
| AGRFX | APGZX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -61.88% | -33.87% | -28.01% |
Max Drawdown (1Y)Largest decline over 1 year | -15.92% | -15.21% | -0.71% |
Max Drawdown (5Y)Largest decline over 5 years | -35.21% | -33.87% | -1.34% |
Max Drawdown (10Y)Largest decline over 10 years | -35.21% | -33.87% | -1.34% |
Current DrawdownCurrent decline from peak | -15.92% | -15.21% | -0.71% |
Average DrawdownAverage peak-to-trough decline | -15.82% | -6.08% | -9.74% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 4.28% | 3.90% | +0.38% |
Volatility
AGRFX vs. APGZX - Volatility Comparison
AB Growth Fund (AGRFX) has a higher volatility of 5.75% compared to AB Large Cap Growth Fund Class Z (APGZX) at 5.13%. This indicates that AGRFX's price experiences larger fluctuations and is considered to be riskier than APGZX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| AGRFX | APGZX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 5.75% | 5.13% | +0.62% |
Volatility (6M)Calculated over the trailing 6-month period | 11.87% | 10.81% | +1.06% |
Volatility (1Y)Calculated over the trailing 1-year period | 20.55% | 19.91% | +0.64% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 20.79% | 20.12% | +0.67% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 20.39% | 19.60% | +0.79% |