APGYX vs. TRBCX
Compare and contrast key facts about AB Large Cap Growth Fund Advisor Class (APGYX) and T. Rowe Price Blue Chip Growth Fund (TRBCX).
APGYX is managed by AllianceBernstein. It was launched on Jan 10, 1996. TRBCX is managed by T. Rowe Price. It was launched on Jun 30, 1993.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: APGYX or TRBCX.
Key characteristics
| APGYX | TRBCX | |
|---|---|---|
| YTD Return | 21.50% | 28.73% |
| 1Y Return | 34.28% | 41.71% |
| 3Y Return (Ann) | 5.76% | 4.45% |
| 5Y Return (Ann) | 16.63% | 14.89% |
| 10Y Return (Ann) | 15.64% | 14.45% |
| Sharpe Ratio | 2.28 | 2.39 |
| Sortino Ratio | 3.02 | 3.11 |
| Omega Ratio | 1.41 | 1.44 |
| Calmar Ratio | 2.55 | 2.06 |
| Martin Ratio | 10.72 | 13.01 |
| Ulcer Index | 3.32% | 3.30% |
| Daily Std Dev | 15.61% | 17.99% |
| Max Drawdown | -66.33% | -54.56% |
| Current Drawdown | -2.14% | -2.66% |
Correlation
The correlation between APGYX and TRBCX is 0.95, 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. TRBCX - Performance Comparison
In the year-to-date period, APGYX achieves a 21.50% return, which is significantly lower than TRBCX's 28.73% return. Over the past 10 years, APGYX has outperformed TRBCX with an annualized return of 15.64%, while TRBCX has yielded a comparatively lower 14.45% annualized return. The chart below displays the growth of a $10,000 investment in both assets, with all prices adjusted for splits and dividends.
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APGYX vs. TRBCX - Expense Ratio Comparison
APGYX has a 0.59% expense ratio, which is lower than TRBCX's 0.69% expense ratio.
Risk-Adjusted Performance
APGYX vs. TRBCX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for AB Large Cap Growth Fund Advisor Class (APGYX) and T. Rowe Price Blue Chip Growth Fund (TRBCX). 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. TRBCX - Dividend Comparison
APGYX's dividend yield for the trailing twelve months is around 1.36%, less than TRBCX's 2.71% yield.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
APGYX AB Large Cap Growth Fund Advisor Class | 1.36% | 1.65% | 0.86% | 7.17% | 2.59% | 3.43% | 9.08% | 3.77% | 2.67% | 8.57% | 14.37% | 4.01% |
TRBCX T. Rowe Price Blue Chip Growth Fund | 2.71% | 3.49% | 5.87% | 9.38% | 1.19% | 0.36% | 2.44% | 2.94% | 0.67% | 3.26% | 4.85% | 0.00% |
Drawdowns
APGYX vs. TRBCX - Drawdown Comparison
The maximum APGYX drawdown since its inception was -66.33%, which is greater than TRBCX's maximum drawdown of -54.56%. Use the drawdown chart below to compare losses from any high point for APGYX and TRBCX. For additional features, visit the drawdowns tool.
Volatility
APGYX vs. TRBCX - Volatility Comparison
AB Large Cap Growth Fund Advisor Class (APGYX) and T. Rowe Price Blue Chip Growth Fund (TRBCX) have volatilities of 4.32% and 4.40%, 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.