APGAX vs. TPLGX

In the year-to-date period, APGAX achieves a 23.05% return, which is significantly lower than TPLGX's 32.83% return. Over the past 10 years, APGAX has underperformed TPLGX with an annualized return of 9.04%, while TPLGX has yielded a comparatively higher 12.29% annualized return.

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APGAX has a 0.84% expense ratio, which is higher than TPLGX's 0.57% expense ratio.

This table presents a comparison of risk-adjusted performance metrics for AB Large Cap Growth Fund Class A (APGAX) and T. Rowe Price Institutional Large Cap Core Growth Fund (TPLGX). 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 1.79, which is comparable to the TPLGX Sharpe Ratio of 1.96. The chart below compares the historical Sharpe Ratios of APGAX and TPLGX, 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 TPLGX's dividend yield for the trailing twelve months is around 0.03%.

The maximum APGAX drawdown since its inception was -69.97%, which is greater than TPLGX's maximum drawdown of -56.03%. Use the drawdown chart below to compare losses from any high point for APGAX and TPLGX. For additional features, visit the drawdowns tool.

AB Large Cap Growth Fund Class A (APGAX) and T. Rowe Price Institutional Large Cap Core Growth Fund (TPLGX) have volatilities of 5.26% and 5.31%, respectively, indicating that both stocks experience similar levels of price fluctuations. This suggests that the risk associated with both stocks, as measured by volatility, is nearly the same. The chart below showcases a comparison of their rolling one-month volatility.