APGAX vs. VRGWX
APGAX (AB Large Cap Growth Fund Class A) and VRGWX (Vanguard Russell 1000 Growth Index Fund Institutional Shares) are both Large Cap Growth Equities funds. APGAX is actively managed, while VRGWX is passively managed. Over the past 10 years, APGAX returned 15.32%/yr vs 17.69%/yr for VRGWX. Their 0.97 correlation means they have historically moved very closely together. APGAX charges 0.84%/yr vs 0.05%/yr for VRGWX.
Performance
APGAX vs. VRGWX - Performance Comparison
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Returns By Period
In the year-to-date period, APGAX achieves a 0.70% return, which is significantly higher than VRGWX's -0.51% return. Over the past 10 years, APGAX has underperformed VRGWX with an annualized return of 15.32%, while VRGWX has yielded a comparatively higher 17.69% annualized return.
APGAX
- 1D
- 1.69%
- 1M
- -2.13%
- 6M
- 1.48%
- YTD
- 0.70%
- 1Y
- 6.41%
- 3Y*
- 15.18%
- 5Y*
- 7.84%
- 10Y*
- 15.32%
- ALL TIME*
- 11.00%
VRGWX
- 1D
- 2.96%
- 1M
- -3.22%
- 6M
- 1.02%
- YTD
- -0.51%
- 1Y
- 9.23%
- 3Y*
- 18.85%
- 5Y*
- 12.46%
- 10Y*
- 17.69%
- ALL TIME*
- 16.56%
Liquidity Comparison
| Position | Avg. Volume Value (2W) | Avg. Volume Value (1M) | Avg. Volume Value (3M) |
|---|---|---|---|
| $0.00 | $0.00 | $0.00 | |
| $0.00 | $0.00 | $0.00 |
APGAX vs. VRGWX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
APGAX AB Large Cap Growth Fund Class A | 0.70% | 12.96% | 25.09% | 34.66% | -28.96% | 28.60% | 34.05% | 33.77% | 1.97% | 31.36% |
VRGWX Vanguard Russell 1000 Growth Index Fund Institutional Shares | -0.51% | 18.32% | 33.25% | 42.65% | -29.18% | 32.42% | 38.38% | 36.30% | -1.59% | 30.11% |
Correlation
The correlation between APGAX and VRGWX is 0.95, meaning they have usually moved in the same direction, including during past declines.
| Correlation | |
|---|---|
Correlation (1Y) Focuses on recent behavior, but can change the most. | 0.95 |
Correlation (3Y) Balances recent behavior with more history. | 0.96 |
Correlation (5Y) Shows whether the relationship held over a longer period. | 0.97 |
Correlation (10Y) Provides a long-term view across more market conditions. | 0.97 |
Correlation (All Time) Calculated using the full available price history since Sep 22, 2010 | 0.97 |
The correlation between APGAX and VRGWX has been stable across timeframes, ranging from 0.95 to 0.97 - a consistent structural relationship.
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Return for Risk
APGAX vs. VRGWX — Risk / Return Rank
APGAX
VRGWX
APGAX vs. VRGWX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for AB Large Cap Growth Fund Class A (APGAX) and Vanguard Russell 1000 Growth Index Fund Institutional Shares (VRGWX). 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.
Values are calculated on a 1-year rolling basis and updated daily. Risk-adjusted metrics are more stable over longer periods — use the period switch above to explore them.
| APGAX | VRGWX | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | -0.13 | ||
| Sortino ratioReturn per unit of downside risk | -0.19 | ||
| Omega ratioGain probability vs. loss probability | 1.06 | 1.08 | -0.02 |
| Calmar ratioReturn relative to maximum drawdown | 0.29 | 0.45 | -0.16 |
| Martin ratioReturn relative to average drawdown | 1.00 | 1.34 | -0.34 |
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Drawdowns
APGAX vs. VRGWX - Drawdown Comparison
The maximum APGAX drawdown since its inception was -67.19%, which is greater than VRGWX's maximum drawdown of -32.70%. Use the drawdown chart below to compare losses from any high point for APGAX and VRGWX.
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Drawdown Indicators
| APGAX | VRGWX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -67.19% | -32.70% | -34.49% |
Max Drawdown (1Y)Largest decline over 1 year | -15.33% | -16.19% | +0.86% |
Max Drawdown (3Y)Largest decline over 3 years | -21.63% | -23.44% | +1.81% |
Max Drawdown (5Y)Largest decline over 5 years | -34.04% | -32.70% | -1.34% |
Max Drawdown (10Y)Largest decline over 10 years | -34.04% | -32.70% | -1.34% |
Current DrawdownCurrent decline from peak | -5.23% | -8.72% | +3.49% |
Average DrawdownAverage peak-to-trough decline | -19.34% | -4.88% | -14.46% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 4.42% | 5.38% | -0.96% |
Volatility
APGAX vs. VRGWX - Volatility Comparison
The current volatility for AB Large Cap Growth Fund Class A (APGAX) is 4.39%, while Vanguard Russell 1000 Growth Index Fund Institutional Shares (VRGWX) has a volatility of 6.40%. This indicates that APGAX experiences smaller price fluctuations and is considered to be less risky than VRGWX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| APGAX | VRGWX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 4.39% | 6.40% | -2.01% |
Volatility (6M)Calculated over the trailing 6-month period | 12.32% | 14.06% | -1.74% |
Volatility (1Y)Calculated over the trailing 1-year period | 15.50% | 17.50% | -2.00% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 20.34% | 21.94% | -1.60% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 19.73% | 21.29% | -1.56% |
APGAX vs. VRGWX - Expense Ratio Comparison
APGAX has a 0.84% expense ratio, which is higher than VRGWX's 0.05% expense ratio.
Dividends
APGAX vs. VRGWX - Dividend Comparison
APGAX's dividend yield for the trailing twelve months is around 11.23%, more than VRGWX's 0.49% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
APGAX AB Large Cap Growth Fund Class A | 11.23% | 11.31% | 7.44% | 1.75% | 0.97% | 8.04% | 2.87% | 3.66% | 9.96% | 4.09% | 2.74% | 9.23% |
VRGWX Vanguard Russell 1000 Growth Index Fund Institutional Shares | 0.49% | 0.35% | 0.56% | 0.71% | 0.99% | 4.18% | 0.77% | 1.03% | 1.22% | 1.22% | 1.52% | 1.51% |
Frequently Asked Questions
With a correlation of 0.95, APGAX and VRGWX move almost identically. Holding both adds very little diversification - you're essentially doubling your position in the same market segment. Choosing one is usually more capital-efficient.
VRGWX has higher volatility (6.40%) compared to APGAX (4.39%). In terms of maximum drawdown, APGAX dropped -67.19% vs VRGWX's -32.70%.
VRGWX currently has the higher Sharpe Ratio (0.41 vs 0.29), meaning it's delivered slightly more return per unit of risk over the trailing 12 months. However, this ranking shifts over time - use the Risk/Return Score above for a more comprehensive view that combines Sharpe, Sortino, and other measures used by quantitative funds.
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