APGYX vs. AGDAX
Compare and contrast key facts about AB Large Cap Growth Fund Advisor Class (APGYX) and AB High Income Fund (AGDAX).
APGYX is managed by AllianceBernstein. It was launched on Jan 10, 1996. AGDAX is managed by AllianceBernstein. It was launched on Feb 25, 1994.
Performance
APGYX vs. AGDAX - Performance Comparison
Loading graphics...
APGYX vs. AGDAX - 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% |
AGDAX AB High Income Fund | -1.36% | 8.06% | 7.36% | 13.63% | -12.45% | 3.87% | 2.91% | 13.71% | -5.29% | 7.94% |
Returns By Period
In the year-to-date period, APGYX achieves a -9.68% return, which is significantly lower than AGDAX's -1.36% return. Over the past 10 years, APGYX has outperformed AGDAX with an annualized return of 14.84%, while AGDAX has yielded a comparatively lower 4.65% 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%
AGDAX
- 1D
- 0.44%
- 1M
- -1.85%
- YTD
- -1.36%
- 6M
- -0.10%
- 1Y
- 5.65%
- 3Y*
- 8.09%
- 5Y*
- 3.56%
- 10Y*
- 4.65%
Compare stocks, funds, or ETFs
Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.
APGYX vs. AGDAX - Expense Ratio Comparison
APGYX has a 0.59% expense ratio, which is lower than AGDAX's 0.84% expense ratio.
Return for Risk
APGYX vs. AGDAX — Risk / Return Rank
APGYX
AGDAX
APGYX vs. AGDAX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for AB Large Cap Growth Fund Advisor Class (APGYX) and AB High Income Fund (AGDAX). 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 | AGDAX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.58 | 1.54 | -0.96 |
Sortino ratioReturn per unit of downside risk | 0.99 | 2.18 | -1.18 |
Omega ratioGain probability vs. loss probability | 1.14 | 1.34 | -0.21 |
Calmar ratioReturn relative to maximum drawdown | 0.77 | 1.99 | -1.21 |
Martin ratioReturn relative to average drawdown | 2.95 | 8.03 | -5.08 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
Loading graphics...
Sharpe Ratios by Period
| APGYX | AGDAX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.58 | 1.54 | -0.96 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.45 | 0.73 | -0.28 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.76 | 0.83 | -0.07 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.46 | 0.87 | -0.40 |
Correlation
The correlation between APGYX and AGDAX is 0.31, which is considered to be low. This implies their price changes are not closely related. A low correlation is generally favorable for portfolio diversification, as it helps to reduce overall risk by spreading it across multiple assets with different performance patterns.
Dividends
APGYX vs. AGDAX - Dividend Comparison
APGYX's dividend yield for the trailing twelve months is around 10.80%, more than AGDAX's 6.33% 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% |
AGDAX AB High Income Fund | 6.33% | 6.85% | 5.89% | 6.53% | 6.79% | 4.95% | 5.86% | 6.27% | 7.47% | 5.84% | 6.25% | 7.42% |
Drawdowns
APGYX vs. AGDAX - Drawdown Comparison
The maximum APGYX drawdown since its inception was -66.33%, which is greater than AGDAX's maximum drawdown of -45.59%. Use the drawdown chart below to compare losses from any high point for APGYX and AGDAX.
Loading graphics...
Drawdown Indicators
| APGYX | AGDAX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -66.33% | -45.59% | -20.74% |
Max Drawdown (1Y)Largest decline over 1 year | -15.24% | -3.17% | -12.07% |
Max Drawdown (5Y)Largest decline over 5 years | -33.91% | -16.96% | -16.95% |
Max Drawdown (10Y)Largest decline over 10 years | -33.91% | -25.82% | -8.09% |
Current DrawdownCurrent decline from peak | -12.23% | -2.19% | -10.04% |
Average DrawdownAverage peak-to-trough decline | -21.11% | -4.49% | -16.62% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 3.98% | 0.78% | +3.20% |
Volatility
APGYX vs. AGDAX - Volatility Comparison
AB Large Cap Growth Fund Advisor Class (APGYX) has a higher volatility of 6.50% compared to AB High Income Fund (AGDAX) at 1.31%. This indicates that APGYX's price experiences larger fluctuations and is considered to be riskier than AGDAX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
Loading graphics...
Volatility by Period
| APGYX | AGDAX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 6.50% | 1.31% | +5.19% |
Volatility (6M)Calculated over the trailing 6-month period | 11.38% | 2.31% | +9.07% |
Volatility (1Y)Calculated over the trailing 1-year period | 20.19% | 3.82% | +16.37% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 20.18% | 4.89% | +15.29% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 19.64% | 5.65% | +13.99% |