APGYX vs. APGAX
Compare and contrast key facts about AB Large Cap Growth Fund Advisor Class (APGYX) and AB Large Cap Growth Fund Class A (APGAX).
APGYX is managed by AllianceBernstein. It was launched on Jan 10, 1996. APGAX is managed by AllianceBernstein. It was launched on Oct 1, 1996.
Performance
APGYX vs. APGAX - Performance Comparison
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APGYX vs. APGAX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
APGYX AB Large Cap Growth Fund Advisor Class | -12.78% | 13.25% | 25.40% | 35.01% | -28.78% | 28.92% | 34.38% | 34.13% | 2.22% | 31.68% |
APGAX AB Large Cap Growth Fund Class A | -12.84% | 12.96% | 25.09% | 34.66% | -28.96% | 28.60% | 34.05% | 33.77% | 1.97% | 31.36% |
Returns By Period
The year-to-date returns for both stocks are quite close, with APGYX having a -12.78% return and APGAX slightly lower at -12.84%. Both investments have delivered pretty close results over the past 10 years, with APGYX having a 14.44% annualized return and APGAX not far behind at 14.15%.
APGYX
- 1D
- -0.10%
- 1M
- -10.10%
- YTD
- -12.78%
- 6M
- -12.57%
- 1Y
- 7.76%
- 3Y*
- 14.39%
- 5Y*
- 8.71%
- 10Y*
- 14.44%
APGAX
- 1D
- -0.11%
- 1M
- -10.13%
- YTD
- -12.84%
- 6M
- -12.69%
- 1Y
- 7.50%
- 3Y*
- 14.10%
- 5Y*
- 8.44%
- 10Y*
- 14.15%
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APGYX vs. APGAX - Expense Ratio Comparison
APGYX has a 0.59% expense ratio, which is lower than APGAX's 0.84% expense ratio.
Return for Risk
APGYX vs. APGAX — Risk / Return Rank
APGYX
APGAX
APGYX vs. APGAX - 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 Large Cap Growth Fund Class A (APGAX). 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 | APGAX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.40 | 0.39 | +0.01 |
Sortino ratioReturn per unit of downside risk | 0.73 | 0.71 | +0.02 |
Omega ratioGain probability vs. loss probability | 1.10 | 1.10 | 0.00 |
Calmar ratioReturn relative to maximum drawdown | 0.34 | 0.32 | +0.02 |
Martin ratioReturn relative to average drawdown | 1.34 | 1.26 | +0.08 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
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Sharpe Ratios by Period
| APGYX | APGAX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.40 | 0.39 | +0.01 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.43 | 0.42 | +0.01 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.74 | 0.72 | +0.01 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.46 | 0.51 | -0.05 |
Correlation
The correlation between APGYX and APGAX is 1.00, 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. APGAX - Dividend Comparison
APGYX's dividend yield for the trailing twelve months is around 11.19%, less than APGAX's 12.98% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
APGYX AB Large Cap Growth Fund Advisor Class | 11.19% | 9.76% | 6.58% | 1.65% | 0.86% | 7.17% | 2.59% | 3.43% | 9.08% | 3.77% | 2.67% | 8.57% |
APGAX AB Large Cap Growth Fund Class A | 12.98% | 11.31% | 7.44% | 1.75% | 0.97% | 8.04% | 2.87% | 3.66% | 9.96% | 4.09% | 2.74% | 9.23% |
Drawdowns
APGYX vs. APGAX - Drawdown Comparison
The maximum APGYX drawdown since its inception was -66.33%, roughly equal to the maximum APGAX drawdown of -67.19%. Use the drawdown chart below to compare losses from any high point for APGYX and APGAX.
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Drawdown Indicators
| APGYX | APGAX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -66.33% | -67.19% | +0.86% |
Max Drawdown (1Y)Largest decline over 1 year | -15.24% | -15.33% | +0.09% |
Max Drawdown (5Y)Largest decline over 5 years | -33.91% | -34.04% | +0.13% |
Max Drawdown (10Y)Largest decline over 10 years | -33.91% | -34.04% | +0.13% |
Current DrawdownCurrent decline from peak | -15.24% | -15.33% | +0.09% |
Average DrawdownAverage peak-to-trough decline | -21.11% | -19.51% | -1.60% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 3.91% | 3.94% | -0.03% |
Volatility
APGYX vs. APGAX - Volatility Comparison
AB Large Cap Growth Fund Advisor Class (APGYX) and AB Large Cap Growth Fund Class A (APGAX) have volatilities of 5.13% and 5.12%, 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 | APGAX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 5.13% | 5.12% | +0.01% |
Volatility (6M)Calculated over the trailing 6-month period | 10.81% | 10.80% | +0.01% |
Volatility (1Y)Calculated over the trailing 1-year period | 19.92% | 19.92% | 0.00% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 20.13% | 20.13% | 0.00% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 19.61% | 19.60% | +0.01% |