APGYX vs. VIGAX
Compare and contrast key facts about AB Large Cap Growth Fund Advisor Class (APGYX) and Vanguard Growth Index Fund Admiral Shares (VIGAX).
APGYX is managed by AllianceBernstein. It was launched on Jan 10, 1996. VIGAX is managed by Vanguard. It was launched on Nov 13, 2000.
Performance
APGYX vs. VIGAX - Performance Comparison
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APGYX vs. VIGAX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
APGYX AB Large Cap Growth Fund Advisor Class | -12.78% | 13.25% | 25.40% | 35.01% | -28.78% | 28.92% | 34.38% | 34.13% | 2.22% | 31.68% |
VIGAX Vanguard Growth Index Fund Admiral Shares | -13.83% | 19.43% | 32.67% | 46.76% | -33.14% | 27.26% | 40.18% | 37.23% | -3.35% | 27.80% |
Returns By Period
In the year-to-date period, APGYX achieves a -12.78% return, which is significantly higher than VIGAX's -13.83% return. Over the past 10 years, APGYX has underperformed VIGAX with an annualized return of 14.44%, while VIGAX has yielded a comparatively higher 15.56% annualized return.
APGYX
- 1D
- -0.10%
- 1M
- -10.10%
- YTD
- -12.78%
- 6M
- -12.57%
- 1Y
- 7.76%
- 3Y*
- 14.39%
- 5Y*
- 8.71%
- 10Y*
- 14.44%
VIGAX
- 1D
- -0.57%
- 1M
- -8.83%
- YTD
- -13.83%
- 6M
- -12.31%
- 1Y
- 13.72%
- 3Y*
- 19.56%
- 5Y*
- 10.93%
- 10Y*
- 15.56%
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APGYX vs. VIGAX - Expense Ratio Comparison
APGYX has a 0.59% expense ratio, which is higher than VIGAX's 0.05% expense ratio.
Return for Risk
APGYX vs. VIGAX — Risk / Return Rank
APGYX
VIGAX
APGYX vs. VIGAX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for AB Large Cap Growth Fund Advisor Class (APGYX) and Vanguard Growth Index Fund Admiral Shares (VIGAX). 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.
| APGYX | VIGAX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.40 | 0.61 | -0.21 |
Sortino ratioReturn per unit of downside risk | 0.73 | 1.04 | -0.31 |
Omega ratioGain probability vs. loss probability | 1.10 | 1.15 | -0.05 |
Calmar ratioReturn relative to maximum drawdown | 0.34 | 0.66 | -0.31 |
Martin ratioReturn relative to average drawdown | 1.34 | 2.37 | -1.04 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
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Sharpe Ratios by Period
| APGYX | VIGAX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.40 | 0.61 | -0.21 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.43 | 0.49 | -0.06 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.74 | 0.73 | +0.01 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.46 | 0.43 | +0.03 |
Correlation
The correlation between APGYX and VIGAX is 0.96, 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.
Dividends
APGYX vs. VIGAX - Dividend Comparison
APGYX's dividend yield for the trailing twelve months is around 11.19%, more than VIGAX's 0.46% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
APGYX AB Large Cap Growth Fund Advisor Class | 11.19% | 9.76% | 6.58% | 1.65% | 0.86% | 7.17% | 2.59% | 3.43% | 9.08% | 3.77% | 2.67% | 8.57% |
VIGAX Vanguard Growth Index Fund Admiral Shares | 0.46% | 0.40% | 0.46% | 0.57% | 0.69% | 0.47% | 0.66% | 0.94% | 1.31% | 1.14% | 1.39% | 1.31% |
Drawdowns
APGYX vs. VIGAX - Drawdown Comparison
The maximum APGYX drawdown since its inception was -66.33%, which is greater than VIGAX's maximum drawdown of -50.66%. Use the drawdown chart below to compare losses from any high point for APGYX and VIGAX.
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Drawdown Indicators
| APGYX | VIGAX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -66.33% | -50.66% | -15.67% |
Max Drawdown (1Y)Largest decline over 1 year | -15.24% | -16.51% | +1.27% |
Max Drawdown (5Y)Largest decline over 5 years | -33.91% | -35.63% | +1.72% |
Max Drawdown (10Y)Largest decline over 10 years | -33.91% | -35.63% | +1.72% |
Current DrawdownCurrent decline from peak | -15.24% | -16.51% | +1.27% |
Average DrawdownAverage peak-to-trough decline | -21.11% | -12.02% | -9.09% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 3.91% | 4.57% | -0.66% |
Volatility
APGYX vs. VIGAX - Volatility Comparison
The current volatility for AB Large Cap Growth Fund Advisor Class (APGYX) is 5.13%, while Vanguard Growth Index Fund Admiral Shares (VIGAX) has a volatility of 5.52%. This indicates that APGYX experiences smaller price fluctuations and is considered to be less risky than VIGAX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| APGYX | VIGAX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 5.13% | 5.52% | -0.39% |
Volatility (6M)Calculated over the trailing 6-month period | 10.81% | 12.10% | -1.29% |
Volatility (1Y)Calculated over the trailing 1-year period | 19.92% | 22.69% | -2.77% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 20.13% | 22.30% | -2.17% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 19.61% | 21.49% | -1.88% |