APGAX vs. TPLGX
Compare and contrast key facts about AB Large Cap Growth Fund Class A (APGAX) and T. Rowe Price Institutional Large Cap Core Growth Fund (TPLGX).
APGAX is managed by AllianceBernstein. It was launched on Oct 1, 1996. TPLGX is managed by T. Rowe Price. It was launched on Sep 30, 2003.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: APGAX or TPLGX.
Correlation
The correlation between APGAX and TPLGX is 0.95, 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.
Performance
APGAX vs. TPLGX - Performance Comparison
Key characteristics
APGAX:
0.96
TPLGX:
0.94
APGAX:
1.29
TPLGX:
1.19
APGAX:
1.19
TPLGX:
1.22
APGAX:
1.31
TPLGX:
0.76
APGAX:
4.68
TPLGX:
6.02
APGAX:
3.66%
TPLGX:
3.50%
APGAX:
17.86%
TPLGX:
22.49%
APGAX:
-69.97%
TPLGX:
-56.03%
APGAX:
-10.34%
TPLGX:
-14.57%
Returns By Period
In the year-to-date period, APGAX achieves a 16.85% return, which is significantly lower than TPLGX's 21.15% return. Over the past 10 years, APGAX has underperformed TPLGX with an annualized return of 9.82%, while TPLGX has yielded a comparatively higher 11.37% annualized return.
APGAX
16.85%
-5.98%
-2.88%
18.56%
10.91%
9.82%
TPLGX
21.15%
-10.10%
-2.86%
22.63%
8.39%
11.37%
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APGAX vs. TPLGX - Expense Ratio Comparison
APGAX has a 0.84% expense ratio, which is higher than TPLGX's 0.57% expense ratio.
Risk-Adjusted Performance
APGAX vs. TPLGX - Risk-Adjusted Performance Comparison
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.
Dividends
APGAX vs. TPLGX - Dividend Comparison
Neither APGAX nor TPLGX has paid dividends to shareholders.
TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
---|---|---|---|---|---|---|---|---|---|---|---|---|
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% |
T. Rowe Price Institutional Large Cap Core Growth Fund | 0.00% | 0.03% | 0.00% | 0.00% | 0.02% | 0.18% | 0.16% | 0.19% | 0.25% | 0.11% | 0.08% | 0.15% |
Drawdowns
APGAX vs. TPLGX - Drawdown Comparison
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.
Volatility
APGAX vs. TPLGX - Volatility Comparison
The current volatility for AB Large Cap Growth Fund Class A (APGAX) is 8.82%, while T. Rowe Price Institutional Large Cap Core Growth Fund (TPLGX) has a volatility of 15.90%. This indicates that APGAX experiences smaller price fluctuations and is considered to be less risky than TPLGX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.