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APGYX vs. VIGAX
Performance
Risk-Adjusted Performance
Dividends
Drawdowns
Volatility

Key characteristics


APGYXVIGAX
YTD Return20.23%20.30%
1Y Return35.37%34.55%
3Y Return (Ann)9.50%10.47%
5Y Return (Ann)17.56%18.61%
10Y Return (Ann)16.37%15.48%
Sharpe Ratio2.552.35
Daily Std Dev13.89%15.27%
Max Drawdown-66.33%-50.66%
Current Drawdown-0.93%-0.68%

Correlation

-0.50.00.51.01.0

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.

Performance

APGYX vs. VIGAX - Performance Comparison

The year-to-date returns for both investments are quite close, with APGYX having a 20.23% return and VIGAX slightly higher at 20.30%. Over the past 10 years, APGYX has outperformed VIGAX with an annualized return of 16.37%, while VIGAX has yielded a comparatively lower 15.48% annualized return. The chart below displays the growth of a $10,000 investment in both assets, with all prices adjusted for splits and dividends.


500.00%550.00%600.00%650.00%2024FebruaryMarchAprilMayJune
595.66%
667.66%
APGYX
VIGAX

Compare stocks, funds, or ETFs

Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.


AB Large Cap Growth Fund Advisor Class

Vanguard Growth Index Fund Admiral Shares

APGYX vs. VIGAX - Expense Ratio Comparison

APGYX has a 0.59% expense ratio, which is higher than VIGAX's 0.05% expense ratio.


APGYX
AB Large Cap Growth Fund Advisor Class
Expense ratio chart for APGYX: current value at 0.59% compared with the broader market ranging from 0.00% to 2.12%.0.50%1.00%1.50%2.00%0.59%
Expense ratio chart for VIGAX: current value at 0.05% compared with the broader market ranging from 0.00% to 2.12%.0.50%1.00%1.50%2.00%0.05%

Risk-Adjusted Performance

APGYX vs. VIGAX - Risk-Adjusted Performance 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
Sharpe ratio
The chart of Sharpe ratio for APGYX, currently valued at 2.55, compared to the broader market-1.000.001.002.003.004.002.55
Sortino ratio
The chart of Sortino ratio for APGYX, currently valued at 3.53, compared to the broader market-2.000.002.004.006.008.0010.0012.003.53
Omega ratio
The chart of Omega ratio for APGYX, currently valued at 1.45, compared to the broader market1.002.003.001.45
Calmar ratio
The chart of Calmar ratio for APGYX, currently valued at 1.89, compared to the broader market0.005.0010.0015.001.89
Martin ratio
The chart of Martin ratio for APGYX, currently valued at 11.80, compared to the broader market0.0020.0040.0060.0080.0011.80
VIGAX
Sharpe ratio
The chart of Sharpe ratio for VIGAX, currently valued at 2.35, compared to the broader market-1.000.001.002.003.004.002.35
Sortino ratio
The chart of Sortino ratio for VIGAX, currently valued at 3.21, compared to the broader market-2.000.002.004.006.008.0010.0012.003.21
Omega ratio
The chart of Omega ratio for VIGAX, currently valued at 1.41, compared to the broader market1.002.003.001.41
Calmar ratio
The chart of Calmar ratio for VIGAX, currently valued at 1.92, compared to the broader market0.005.0010.0015.001.92
Martin ratio
The chart of Martin ratio for VIGAX, currently valued at 11.30, compared to the broader market0.0020.0040.0060.0080.0011.30

APGYX vs. VIGAX - Sharpe Ratio Comparison

The current APGYX Sharpe Ratio is 2.55, which roughly equals the VIGAX Sharpe Ratio of 2.35. The chart below compares the 12-month rolling Sharpe Ratio of APGYX and VIGAX.


Rolling 12-month Sharpe Ratio2.002.503.003.502024FebruaryMarchAprilMayJune
2.55
2.35
APGYX
VIGAX

Dividends

APGYX vs. VIGAX - Dividend Comparison

APGYX's dividend yield for the trailing twelve months is around 1.37%, more than VIGAX's 0.38% yield.


TTM20232022202120202019201820172016201520142013
APGYX
AB Large Cap Growth Fund Advisor Class
1.37%1.65%0.86%7.17%2.59%3.43%9.08%3.77%2.67%8.57%14.37%4.01%
VIGAX
Vanguard Growth Index Fund Admiral Shares
0.38%0.57%0.69%0.47%0.66%0.94%1.31%1.14%1.39%1.31%1.21%1.19%

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. For additional features, visit the drawdowns tool.


-8.00%-6.00%-4.00%-2.00%0.00%2024FebruaryMarchAprilMayJune
-0.93%
-0.68%
APGYX
VIGAX

Volatility

APGYX vs. VIGAX - Volatility Comparison

AB Large Cap Growth Fund Advisor Class (APGYX) and Vanguard Growth Index Fund Admiral Shares (VIGAX) have volatilities of 3.16% and 3.29%, 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.


2.50%3.00%3.50%4.00%4.50%5.00%5.50%6.00%2024FebruaryMarchAprilMayJune
3.16%
3.29%
APGYX
VIGAX