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 0.91, 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
Key characteristics
APGYX:
-0.34
SVSPX:
-0.18
APGYX:
-0.31
SVSPX:
-0.12
APGYX:
0.96
SVSPX:
0.98
APGYX:
-0.33
SVSPX:
-0.16
APGYX:
-1.01
SVSPX:
-0.49
APGYX:
6.65%
SVSPX:
5.87%
APGYX:
19.85%
SVSPX:
16.26%
APGYX:
-69.14%
SVSPX:
-86.30%
APGYX:
-20.01%
SVSPX:
-17.67%
Returns By Period
In the year-to-date period, APGYX achieves a -11.41% return, which is significantly lower than SVSPX's -8.00% return. Over the past 10 years, APGYX has outperformed SVSPX with an annualized return of 8.71%, while SVSPX has yielded a comparatively lower 4.12% annualized return.
APGYX
-11.41%
-8.30%
-12.71%
-6.89%
12.65%
8.71%
SVSPX
-8.00%
-6.52%
-11.85%
-3.01%
7.15%
4.12%
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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.
Dividends
APGYX vs. SVSPX - Dividend Comparison
APGYX's dividend yield for the trailing twelve months is around 0.07%, less than SVSPX's 1.37% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
APGYX AB Large Cap Growth Fund Advisor Class | 0.07% | 0.06% | 0.10% | 0.00% | 0.00% | 0.00% | 0.11% | 0.00% | 0.00% | 0.14% | 0.00% | 0.00% |
SVSPX State Street S&P 500 Index Fund Class N | 1.37% | 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 -69.14%, 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.
Volatility
APGYX vs. SVSPX - Volatility Comparison
AB Large Cap Growth Fund Advisor Class (APGYX) has a higher volatility of 8.60% compared to State Street S&P 500 Index Fund Class N (SVSPX) at 7.40%. 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.