APGYX vs. TRBCX
APGYX (AB Large Cap Growth Fund Advisor Class) and TRBCX (T. Rowe Price Blue Chip Growth Fund) are both Large Cap Growth Equities funds. Over the past 10 years, APGYX returned 15.47%/yr vs 16.07%/yr for TRBCX. Their 0.95 correlation means they have historically moved very closely together. APGYX charges 0.59%/yr vs 0.69%/yr for TRBCX.
Performance
APGYX vs. TRBCX - Performance Comparison
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Returns By Period
In the year-to-date period, APGYX achieves a -0.83% return, which is significantly higher than TRBCX's -5.49% return. Both investments have delivered pretty close results over the past 10 years, with APGYX having a 15.47% annualized return and TRBCX not far ahead at 16.07%.
APGYX
- 1D
- -1.55%
- 1M
- -4.17%
- 6M
- -1.02%
- YTD
- -0.83%
- 1Y
- 2.94%
- 3Y*
- 14.90%
- 5Y*
- 7.75%
- 10Y*
- 15.47%
- ALL TIME*
- 10.28%
TRBCX
- 1D
- -1.77%
- 1M
- -6.00%
- 6M
- -4.31%
- YTD
- -5.49%
- 1Y
- 1.35%
- 3Y*
- 21.39%
- 5Y*
- 9.27%
- 10Y*
- 16.07%
- ALL TIME*
- 11.89%
Liquidity Comparison
| Position | Avg. Volume Value (2W) | Avg. Volume Value (1M) | Avg. Volume Value (3M) |
|---|---|---|---|
| $0.00 | $0.00 | $0.00 | |
| $0.00 | $0.00 | $0.00 |
APGYX vs. TRBCX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
APGYX AB Large Cap Growth Fund Advisor Class | -0.83% | 13.25% | 25.40% | 35.01% | -28.78% | 28.92% | 34.38% | 34.13% | 2.22% | 31.68% |
TRBCX T. Rowe Price Blue Chip Growth Fund | -5.49% | 18.78% | 48.46% | 49.42% | -38.57% | 17.54% | 34.73% | 29.97% | 2.00% | 36.54% |
Correlation
The correlation between APGYX and TRBCX is 0.90, meaning they have usually moved in the same direction, including during past declines.
| Correlation | |
|---|---|
Correlation (1Y) Focuses on recent behavior, but can change the most. | 0.90 |
Correlation (3Y) Balances recent behavior with more history. | 0.92 |
Correlation (5Y) Shows whether the relationship held over a longer period. | 0.94 |
Correlation (10Y) Provides a long-term view across more market conditions. | 0.95 |
Correlation (All Time) Calculated using the full available price history since Oct 1, 1996 | 0.95 |
The correlation between APGYX and TRBCX has been stable across timeframes, ranging from 0.90 to 0.95 - a consistent structural relationship.
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Return for Risk
APGYX vs. TRBCX — Risk / Return Rank
APGYX
TRBCX
APGYX vs. TRBCX - Risk-Adjusted Trends 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.
Values are calculated on a 1-year rolling basis and updated daily. Risk-adjusted metrics are more stable over longer periods — use the period switch above to explore them.
| APGYX | TRBCX | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | +0.12 | ||
| Sortino ratioReturn per unit of downside risk | +0.15 | ||
| Omega ratioGain probability vs. loss probability | 1.05 | 1.03 | +0.02 |
| Calmar ratioReturn relative to maximum drawdown | 0.21 | 0.09 | +0.12 |
| Martin ratioReturn relative to average drawdown | 0.73 | 0.28 | +0.45 |
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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.
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Drawdown Indicators
| APGYX | TRBCX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -66.33% | -54.56% | -11.77% |
Max Drawdown (1Y)Largest decline over 1 year | -15.24% | -17.01% | +1.77% |
Max Drawdown (3Y)Largest decline over 3 years | -21.59% | -23.08% | +1.49% |
Max Drawdown (5Y)Largest decline over 5 years | -33.91% | -43.63% | +9.72% |
Max Drawdown (10Y)Largest decline over 10 years | -33.91% | -43.63% | +9.72% |
Current DrawdownCurrent decline from peak | -6.77% | -11.02% | +4.25% |
Average DrawdownAverage peak-to-trough decline | -20.91% | -11.28% | -9.63% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 4.37% | 5.62% | -1.25% |
Volatility
APGYX vs. TRBCX - Volatility Comparison
The current volatility for AB Large Cap Growth Fund Advisor Class (APGYX) is 4.19%, while T. Rowe Price Blue Chip Growth Fund (TRBCX) has a volatility of 5.67%. This indicates that APGYX experiences smaller price fluctuations and is considered to be less risky than TRBCX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| APGYX | TRBCX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 4.19% | 5.67% | -1.48% |
Volatility (6M)Calculated over the trailing 6-month period | 12.20% | 15.26% | -3.06% |
Volatility (1Y)Calculated over the trailing 1-year period | 15.42% | 18.45% | -3.03% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 20.32% | 24.26% | -3.94% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 19.73% | 22.88% | -3.15% |
APGYX vs. TRBCX - Expense Ratio Comparison
APGYX has a 0.59% expense ratio, which is lower than TRBCX's 0.69% expense ratio.
Dividends
APGYX vs. TRBCX - Dividend Comparison
APGYX's dividend yield for the trailing twelve months is around 9.84%, more than TRBCX's 5.55% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
APGYX AB Large Cap Growth Fund Advisor Class | 9.84% | 9.76% | 6.58% | 1.65% | 0.86% | 7.17% | 2.59% | 3.43% | 9.08% | 3.77% | 2.67% | 8.57% |
TRBCX T. Rowe Price Blue Chip Growth Fund | 5.55% | 5.25% | 18.16% | 3.49% | 5.87% | 9.38% | 1.19% | 0.36% | 2.44% | 2.94% | 0.67% | 3.26% |
Frequently Asked Questions
APGYX and TRBCX have a correlation of 0.90, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
TRBCX has higher volatility (5.67%) compared to APGYX (4.19%). In terms of maximum drawdown, APGYX dropped -66.33% vs TRBCX's -54.56%.
APGYX currently has the higher Sharpe Ratio (0.21 vs 0.09), meaning it's delivered slightly more return per unit of risk over the trailing 12 months. However, this ranking shifts over time - use the Risk/Return Score above for a more comprehensive view that combines Sharpe, Sortino, and other measures used by quantitative funds.
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