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.
Correlation
The correlation between APGYX and TRBCX 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. TRBCX - Performance Comparison
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Key characteristics
APGYX:
0.45
TRBCX:
0.65
APGYX:
0.85
TRBCX:
1.09
APGYX:
1.12
TRBCX:
1.15
APGYX:
0.53
TRBCX:
0.75
APGYX:
1.69
TRBCX:
2.45
APGYX:
6.79%
TRBCX:
6.90%
APGYX:
22.93%
TRBCX:
25.58%
APGYX:
-66.33%
TRBCX:
-54.56%
APGYX:
-6.68%
TRBCX:
-6.10%
Returns By Period
In the year-to-date period, APGYX achieves a -0.84% return, which is significantly higher than TRBCX's -1.34% return. Over the past 10 years, APGYX has outperformed TRBCX with an annualized return of 14.84%, while TRBCX has yielded a comparatively lower 13.90% annualized return.
APGYX
-0.84%
10.13%
-2.39%
10.34%
15.56%
14.84%
TRBCX
-1.34%
11.09%
-1.58%
16.48%
14.38%
13.90%
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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 Rank
APGYX
TRBCX
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.
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Dividends
APGYX vs. TRBCX - Dividend Comparison
APGYX's dividend yield for the trailing twelve months is around 6.64%, less than TRBCX's 9.20% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
APGYX AB Large Cap Growth Fund Advisor Class | 6.64% | 6.58% | 1.65% | 0.86% | 7.17% | 2.59% | 3.43% | 9.08% | 3.77% | 2.67% | 8.57% | 14.37% |
TRBCX T. Rowe Price Blue Chip Growth Fund | 9.20% | 9.08% | 3.49% | 5.87% | 9.38% | 1.19% | 0.36% | 2.44% | 2.94% | 0.67% | 3.26% | 4.85% |
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.
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Volatility
APGYX vs. TRBCX - Volatility Comparison
The current volatility for AB Large Cap Growth Fund Advisor Class (APGYX) is 6.95%, while T. Rowe Price Blue Chip Growth Fund (TRBCX) has a volatility of 7.87%. 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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