APGYX vs. ADX
Compare and contrast key facts about AB Large Cap Growth Fund Advisor Class (APGYX) and Adams Diversified Equity Fund, Inc. (ADX).
APGYX is managed by AllianceBernstein. It was launched on Jan 10, 1996. ADX is managed by Adams Funds. It was launched on Jan 2, 1990.
Performance
APGYX vs. ADX - Performance Comparison
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APGYX vs. ADX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
APGYX AB Large Cap Growth Fund Advisor Class | -9.68% | 13.25% | 25.40% | 35.01% | -28.78% | 28.92% | 34.38% | 34.13% | 2.22% | 31.68% |
ADX Adams Diversified Equity Fund, Inc. | -2.00% | 26.03% | 28.31% | 31.49% | -19.82% | 29.69% | 17.28% | 36.75% | -3.58% | 29.61% |
Returns By Period
In the year-to-date period, APGYX achieves a -9.68% return, which is significantly lower than ADX's -2.00% return. Over the past 10 years, APGYX has underperformed ADX with an annualized return of 14.84%, while ADX has yielded a comparatively higher 16.68% annualized return.
APGYX
- 1D
- 3.55%
- 1M
- -6.62%
- YTD
- -9.68%
- 6M
- -9.65%
- 1Y
- 10.94%
- 3Y*
- 15.73%
- 5Y*
- 9.13%
- 10Y*
- 14.84%
ADX
- 1D
- 2.33%
- 1M
- -3.70%
- YTD
- -2.00%
- 6M
- 3.99%
- 1Y
- 27.40%
- 3Y*
- 24.77%
- 5Y*
- 15.18%
- 10Y*
- 16.68%
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APGYX vs. ADX - Expense Ratio Comparison
Both APGYX and ADX have an expense ratio of 0.59%.
Return for Risk
APGYX vs. ADX — Risk / Return Rank
APGYX
ADX
APGYX vs. ADX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for AB Large Cap Growth Fund Advisor Class (APGYX) and Adams Diversified Equity Fund, Inc. (ADX). 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.
| APGYX | ADX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.58 | 1.47 | -0.89 |
Sortino ratioReturn per unit of downside risk | 0.99 | 2.18 | -1.19 |
Omega ratioGain probability vs. loss probability | 1.14 | 1.31 | -0.17 |
Calmar ratioReturn relative to maximum drawdown | 0.77 | 2.56 | -1.79 |
Martin ratioReturn relative to average drawdown | 2.95 | 11.81 | -8.87 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
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Sharpe Ratios by Period
| APGYX | ADX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.58 | 1.47 | -0.89 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.45 | 0.89 | -0.43 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.76 | 0.93 | -0.17 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.46 | 0.09 | +0.37 |
Correlation
The correlation between APGYX and ADX is 0.78, 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.
Dividends
APGYX vs. ADX - Dividend Comparison
APGYX's dividend yield for the trailing twelve months is around 10.80%, more than ADX's 8.26% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
APGYX AB Large Cap Growth Fund Advisor Class | 10.80% | 9.76% | 6.58% | 1.65% | 0.86% | 7.17% | 2.59% | 3.43% | 9.08% | 3.77% | 2.67% | 8.57% |
ADX Adams Diversified Equity Fund, Inc. | 8.26% | 7.93% | 12.38% | 7.34% | 7.36% | 15.35% | 6.54% | 9.00% | 15.85% | 9.18% | 7.79% | 7.17% |
Drawdowns
APGYX vs. ADX - Drawdown Comparison
The maximum APGYX drawdown since its inception was -66.33%, smaller than the maximum ADX drawdown of -71.60%. Use the drawdown chart below to compare losses from any high point for APGYX and ADX.
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Drawdown Indicators
| APGYX | ADX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -66.33% | -71.60% | +5.27% |
Max Drawdown (1Y)Largest decline over 1 year | -15.24% | -11.12% | -4.12% |
Max Drawdown (5Y)Largest decline over 5 years | -33.91% | -25.07% | -8.84% |
Max Drawdown (10Y)Largest decline over 10 years | -33.91% | -37.17% | +3.26% |
Current DrawdownCurrent decline from peak | -12.23% | -4.36% | -7.87% |
Average DrawdownAverage peak-to-trough decline | -21.11% | -23.22% | +2.11% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 3.98% | 2.41% | +1.57% |
Volatility
APGYX vs. ADX - Volatility Comparison
AB Large Cap Growth Fund Advisor Class (APGYX) and Adams Diversified Equity Fund, Inc. (ADX) have volatilities of 6.50% and 6.64%, 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.
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Volatility by Period
| APGYX | ADX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 6.50% | 6.64% | -0.14% |
Volatility (6M)Calculated over the trailing 6-month period | 11.38% | 10.77% | +0.61% |
Volatility (1Y)Calculated over the trailing 1-year period | 20.19% | 18.76% | +1.43% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 20.18% | 17.23% | +2.95% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 19.64% | 17.96% | +1.68% |