AGRFX vs. PRWCX
Compare and contrast key facts about AB Growth Fund (AGRFX) and T. Rowe Price Capital Appreciation Fund (PRWCX).
AGRFX is managed by AllianceBernstein. It was launched on Sep 4, 1990. PRWCX is managed by T. Rowe Price. It was launched on Jun 30, 1986.
Performance
AGRFX vs. PRWCX - Performance Comparison
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AGRFX vs. PRWCX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
AGRFX AB Growth Fund | -9.55% | 10.84% | 31.50% | 37.95% | -29.65% | 21.40% | 35.97% | 31.11% | 3.75% | 33.88% |
PRWCX T. Rowe Price Capital Appreciation Fund | -3.22% | 20.92% | 12.50% | 18.85% | -12.00% | 18.45% | 18.13% | 24.62% | 0.63% | 15.34% |
Returns By Period
In the year-to-date period, AGRFX achieves a -9.55% return, which is significantly lower than PRWCX's -3.22% return. Over the past 10 years, AGRFX has outperformed PRWCX with an annualized return of 14.62%, while PRWCX has yielded a comparatively lower 11.41% annualized return.
AGRFX
- 1D
- 3.81%
- 1M
- -6.32%
- YTD
- -9.55%
- 6M
- -10.47%
- 1Y
- 9.41%
- 3Y*
- 17.37%
- 5Y*
- 8.93%
- 10Y*
- 14.62%
PRWCX
- 1D
- 1.91%
- 1M
- -2.92%
- YTD
- -3.22%
- 6M
- 5.51%
- 1Y
- 16.80%
- 3Y*
- 13.72%
- 5Y*
- 9.22%
- 10Y*
- 11.41%
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AGRFX vs. PRWCX - Expense Ratio Comparison
AGRFX has a 1.12% expense ratio, which is higher than PRWCX's 0.68% expense ratio.
Return for Risk
AGRFX vs. PRWCX — Risk / Return Rank
AGRFX
PRWCX
AGRFX vs. PRWCX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for AB Growth Fund (AGRFX) and T. Rowe Price Capital Appreciation Fund (PRWCX). 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 | PRWCX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.49 | 1.27 | -0.78 |
Sortino ratioReturn per unit of downside risk | 0.85 | 2.37 | -1.52 |
Omega ratioGain probability vs. loss probability | 1.11 | 1.34 | -0.22 |
Calmar ratioReturn relative to maximum drawdown | 0.64 | 2.34 | -1.70 |
Martin ratioReturn relative to average drawdown | 2.33 | 9.70 | -7.37 |
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
| AGRFX | PRWCX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.49 | 1.27 | -0.78 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.43 | 0.70 | -0.27 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.72 | 0.88 | -0.16 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.56 | 0.90 | -0.35 |
Correlation
The correlation between AGRFX and PRWCX 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
AGRFX vs. PRWCX - Dividend Comparison
AGRFX's dividend yield for the trailing twelve months is around 18.10%, more than PRWCX's 16.24% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
AGRFX AB Growth Fund | 18.10% | 16.37% | 21.03% | 7.20% | 1.69% | 9.79% | 5.79% | 7.80% | 16.01% | 9.33% | 1.03% | 9.76% |
PRWCX T. Rowe Price Capital Appreciation Fund | 16.24% | 15.72% | 10.38% | 4.15% | 9.44% | 9.23% | 7.97% | 5.83% | 7.46% | 6.82% | 3.51% | 9.86% |
Drawdowns
AGRFX vs. PRWCX - Drawdown Comparison
The maximum AGRFX drawdown since its inception was -61.88%, which is greater than PRWCX's maximum drawdown of -41.77%. Use the drawdown chart below to compare losses from any high point for AGRFX and PRWCX.
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Drawdown Indicators
| AGRFX | PRWCX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -61.88% | -41.77% | -20.11% |
Max Drawdown (1Y)Largest decline over 1 year | -15.92% | -6.80% | -9.12% |
Max Drawdown (5Y)Largest decline over 5 years | -35.21% | -17.07% | -18.14% |
Max Drawdown (10Y)Largest decline over 10 years | -35.21% | -26.86% | -8.35% |
Current DrawdownCurrent decline from peak | -12.72% | -4.47% | -8.25% |
Average DrawdownAverage peak-to-trough decline | -15.82% | -3.34% | -12.48% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 4.35% | 1.64% | +2.71% |
Volatility
AGRFX vs. PRWCX - Volatility Comparison
AB Growth Fund (AGRFX) has a higher volatility of 7.15% compared to T. Rowe Price Capital Appreciation Fund (PRWCX) at 3.64%. This indicates that AGRFX's price experiences larger fluctuations and is considered to be riskier than PRWCX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| AGRFX | PRWCX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 7.15% | 3.64% | +3.51% |
Volatility (6M)Calculated over the trailing 6-month period | 12.46% | 9.78% | +2.68% |
Volatility (1Y)Calculated over the trailing 1-year period | 20.85% | 13.57% | +7.28% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 20.85% | 13.24% | +7.61% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 20.42% | 12.98% | +7.44% |