APGYX vs. SVSPX
Compare and contrast key facts about AB Large Cap Growth Fund Advisor Class (APGYX) and State Street S&P 500 Index Fund Class N (SVSPX).
APGYX is managed by AllianceBernstein. It was launched on Jan 10, 1996. SVSPX is a passively managed fund by State Street that tracks the performance of the S&P 500 Index. It was launched on Dec 30, 1992.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: APGYX or SVSPX.
Correlation
The correlation between APGYX and SVSPX is 0.93, 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
APGYX vs. SVSPX - Performance Comparison
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Key characteristics
APGYX:
0.51
SVSPX:
0.26
APGYX:
0.94
SVSPX:
0.56
APGYX:
1.13
SVSPX:
1.09
APGYX:
0.60
SVSPX:
0.27
APGYX:
1.89
SVSPX:
0.79
APGYX:
6.82%
SVSPX:
8.14%
APGYX:
22.89%
SVSPX:
20.79%
APGYX:
-66.33%
SVSPX:
-86.30%
APGYX:
-4.22%
SVSPX:
-8.97%
Returns By Period
The year-to-date returns for both stocks are quite close, with APGYX having a 1.76% return and SVSPX slightly lower at 1.73%. Over the past 10 years, APGYX has outperformed SVSPX with an annualized return of 15.09%, while SVSPX has yielded a comparatively lower 4.92% annualized return.
APGYX
1.76%
15.78%
3.49%
11.53%
15.67%
15.09%
SVSPX
1.73%
13.07%
-5.48%
5.34%
6.25%
4.92%
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APGYX vs. SVSPX - Expense Ratio Comparison
APGYX has a 0.59% expense ratio, which is higher than SVSPX's 0.16% expense ratio.
Risk-Adjusted Performance
APGYX vs. SVSPX — Risk-Adjusted Performance Rank
APGYX
SVSPX
APGYX vs. SVSPX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for AB Large Cap Growth Fund Advisor Class (APGYX) and State Street S&P 500 Index Fund Class N (SVSPX). 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.
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Dividends
APGYX vs. SVSPX - Dividend Comparison
APGYX's dividend yield for the trailing twelve months is around 6.47%, more than SVSPX's 1.24% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
APGYX AB Large Cap Growth Fund Advisor Class | 6.47% | 6.58% | 1.65% | 0.86% | 7.17% | 2.59% | 3.43% | 9.08% | 3.77% | 2.67% | 8.57% | 14.37% |
SVSPX State Street S&P 500 Index Fund Class N | 1.24% | 1.25% | 1.52% | 1.69% | 1.66% | 5.53% | 1.74% | 2.65% | 1.78% | 1.42% | 1.96% | 1.76% |
Drawdowns
APGYX vs. SVSPX - Drawdown Comparison
The maximum APGYX drawdown since its inception was -66.33%, smaller than the maximum SVSPX drawdown of -86.30%. Use the drawdown chart below to compare losses from any high point for APGYX and SVSPX. For additional features, visit the drawdowns tool.
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Volatility
APGYX vs. SVSPX - Volatility Comparison
AB Large Cap Growth Fund Advisor Class (APGYX) has a higher volatility of 6.20% compared to State Street S&P 500 Index Fund Class N (SVSPX) at 5.47%. This indicates that APGYX's price experiences larger fluctuations and is considered to be riskier than SVSPX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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