AGRFX vs. SWLGX
Compare and contrast key facts about AB Growth Fund (AGRFX) and Schwab U.S. Large-Cap Growth Index Fund (SWLGX).
AGRFX is managed by AllianceBernstein. It was launched on Sep 4, 1990. SWLGX is a passively managed fund by Charles Schwab that tracks the performance of the Russell 1000 Growth Index. It was launched on Dec 20, 2017.
Performance
AGRFX vs. SWLGX - Performance Comparison
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AGRFX vs. SWLGX - 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% | -1.01% |
SWLGX Schwab U.S. Large-Cap Growth Index Fund | -13.06% | 18.55% | 33.30% | 42.67% | -29.17% | 27.55% | 38.43% | 36.30% | -1.59% | -0.60% |
Returns By Period
The year-to-date returns for both stocks are quite close, with AGRFX having a -12.87% return and SWLGX slightly lower at -13.06%.
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%
SWLGX
- 1D
- -0.46%
- 1M
- -8.63%
- YTD
- -13.06%
- 6M
- -12.07%
- 1Y
- 14.45%
- 3Y*
- 19.67%
- 5Y*
- 11.90%
- 10Y*
- —
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AGRFX vs. SWLGX - Expense Ratio Comparison
AGRFX has a 1.12% expense ratio, which is higher than SWLGX's 0.04% expense ratio.
Return for Risk
AGRFX vs. SWLGX — Risk / Return Rank
AGRFX
SWLGX
AGRFX vs. SWLGX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for AB Growth Fund (AGRFX) and Schwab U.S. Large-Cap Growth Index Fund (SWLGX). 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 | SWLGX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.30 | 0.66 | -0.36 |
Sortino ratioReturn per unit of downside risk | 0.58 | 1.10 | -0.52 |
Omega ratioGain probability vs. loss probability | 1.08 | 1.15 | -0.08 |
Calmar ratioReturn relative to maximum drawdown | 0.22 | 0.72 | -0.50 |
Martin ratioReturn relative to average drawdown | 0.83 | 2.51 | -1.68 |
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 | SWLGX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.30 | 0.66 | -0.36 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.41 | 0.56 | -0.15 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.70 | — | — |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.55 | 0.68 | -0.13 |
Correlation
The correlation between AGRFX and SWLGX is 0.96, 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. SWLGX - Dividend Comparison
AGRFX's dividend yield for the trailing twelve months is around 18.79%, more than SWLGX's 0.52% 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% |
SWLGX Schwab U.S. Large-Cap Growth Index Fund | 0.52% | 0.46% | 0.52% | 0.67% | 0.93% | 1.76% | 0.67% | 0.96% | 1.03% | 0.00% | 0.00% | 0.00% |
Drawdowns
AGRFX vs. SWLGX - Drawdown Comparison
The maximum AGRFX drawdown since its inception was -61.88%, which is greater than SWLGX's maximum drawdown of -32.69%. Use the drawdown chart below to compare losses from any high point for AGRFX and SWLGX.
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Drawdown Indicators
| AGRFX | SWLGX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -61.88% | -32.69% | -29.19% |
Max Drawdown (1Y)Largest decline over 1 year | -15.92% | -16.16% | +0.24% |
Max Drawdown (5Y)Largest decline over 5 years | -35.21% | -32.69% | -2.52% |
Max Drawdown (10Y)Largest decline over 10 years | -35.21% | — | — |
Current DrawdownCurrent decline from peak | -15.92% | -16.16% | +0.24% |
Average DrawdownAverage peak-to-trough decline | -15.82% | -7.13% | -8.69% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 4.28% | 4.62% | -0.34% |
Volatility
AGRFX vs. SWLGX - Volatility Comparison
AB Growth Fund (AGRFX) has a higher volatility of 5.75% compared to Schwab U.S. Large-Cap Growth Index Fund (SWLGX) at 5.38%. This indicates that AGRFX's price experiences larger fluctuations and is considered to be riskier than SWLGX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| AGRFX | SWLGX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 5.75% | 5.38% | +0.37% |
Volatility (6M)Calculated over the trailing 6-month period | 11.87% | 11.82% | +0.05% |
Volatility (1Y)Calculated over the trailing 1-year period | 20.55% | 22.31% | -1.76% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 20.79% | 21.47% | -0.68% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 20.39% | 22.78% | -2.39% |