APGAX vs. FSPGX

In the year-to-date period, APGAX achieves a -7.34% return, which is significantly higher than FSPGX's -8.91% return.

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APGAX has a 0.84% expense ratio, which is higher than FSPGX's 0.04% expense ratio.

This table presents a comparison of risk-adjusted performance metrics for AB Large Cap Growth Fund Class A (APGAX) and Fidelity Large Cap Growth Index Fund (FSPGX). 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.

The current APGAX Sharpe Ratio is -0.00, which is lower than the FSPGX Sharpe Ratio of 0.53. The chart below compares the historical Sharpe Ratios of APGAX and FSPGX, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.

APGAX has not paid dividends to shareholders, while FSPGX's dividend yield for the trailing twelve months is around 0.41%.

The maximum APGAX drawdown since its inception was -69.97%, which is greater than FSPGX's maximum drawdown of -32.66%. Use the drawdown chart below to compare losses from any high point for APGAX and FSPGX. For additional features, visit the drawdowns tool.

The current volatility for AB Large Cap Growth Fund Class A (APGAX) is 14.67%, while Fidelity Large Cap Growth Index Fund (FSPGX) has a volatility of 16.80%. This indicates that APGAX experiences smaller price fluctuations and is considered to be less risky than FSPGX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.