APGAX vs. GAIOX
Compare and contrast key facts about AB Large Cap Growth Fund Class A (APGAX) and American Funds Growth and Income Portfolio (GAIOX).
APGAX is managed by AllianceBernstein. It was launched on Oct 1, 1996. GAIOX is managed by American Funds. It was launched on May 18, 2012.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: APGAX or GAIOX.
Performance
APGAX vs. GAIOX - Performance Comparison
Returns By Period
In the year-to-date period, APGAX achieves a 23.05% return, which is significantly higher than GAIOX's 14.13% return. Over the past 10 years, APGAX has outperformed GAIOX with an annualized return of 9.04%, while GAIOX has yielded a comparatively lower 8.58% annualized return.
APGAX
23.05%
-0.18%
7.50%
28.08%
12.08%
9.04%
GAIOX
14.13%
-1.75%
5.89%
21.61%
10.02%
8.58%
Key characteristics
| APGAX | GAIOX | |
|---|---|---|
| Sharpe Ratio | 1.79 | 2.39 |
| Sortino Ratio | 2.41 | 3.32 |
| Omega Ratio | 1.33 | 1.44 |
| Calmar Ratio | 1.84 | 3.26 |
| Martin Ratio | 8.51 | 16.21 |
| Ulcer Index | 3.35% | 1.37% |
| Daily Std Dev | 15.95% | 9.32% |
| Max Drawdown | -69.97% | -26.85% |
| Current Drawdown | -3.54% | -2.43% |
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APGAX vs. GAIOX - Expense Ratio Comparison
APGAX has a 0.84% expense ratio, which is higher than GAIOX's 0.66% expense ratio.
Correlation
The correlation between APGAX and GAIOX is 0.86, 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.
Risk-Adjusted Performance
APGAX vs. GAIOX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for AB Large Cap Growth Fund Class A (APGAX) and American Funds Growth and Income Portfolio (GAIOX). 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.
Dividends
APGAX vs. GAIOX - Dividend Comparison
APGAX has not paid dividends to shareholders, while GAIOX's dividend yield for the trailing twelve months is around 1.82%.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
APGAX AB Large Cap Growth Fund Class A | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.01% | 0.00% | 0.00% | 0.00% |
GAIOX American Funds Growth and Income Portfolio | 1.82% | 2.03% | 2.07% | 1.28% | 1.59% | 6.25% | 2.10% | 1.68% | 1.95% | 1.87% | 4.60% | 2.81% |
Drawdowns
APGAX vs. GAIOX - Drawdown Comparison
The maximum APGAX drawdown since its inception was -69.97%, which is greater than GAIOX's maximum drawdown of -26.85%. Use the drawdown chart below to compare losses from any high point for APGAX and GAIOX. For additional features, visit the drawdowns tool.
Volatility
APGAX vs. GAIOX - Volatility Comparison
AB Large Cap Growth Fund Class A (APGAX) has a higher volatility of 5.26% compared to American Funds Growth and Income Portfolio (GAIOX) at 2.64%. This indicates that APGAX's price experiences larger fluctuations and is considered to be riskier than GAIOX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.