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.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: APGYX or VIGAX.
Key characteristics
| APGYX | VIGAX | |
|---|---|---|
| YTD Return | 27.40% | 31.84% |
| 1Y Return | 35.44% | 42.30% |
| 3Y Return (Ann) | 5.75% | 9.19% |
| 5Y Return (Ann) | 13.86% | 19.54% |
| 10Y Return (Ann) | 10.19% | 15.82% |
| Sharpe Ratio | 2.38 | 2.66 |
| Sortino Ratio | 3.15 | 3.41 |
| Omega Ratio | 1.43 | 1.48 |
| Calmar Ratio | 2.53 | 3.49 |
| Martin Ratio | 11.32 | 13.72 |
| Ulcer Index | 3.33% | 3.29% |
| Daily Std Dev | 15.79% | 16.88% |
| Max Drawdown | -69.14% | -50.66% |
| Current Drawdown | -0.35% | 0.00% |
Correlation
The correlation between APGYX and VIGAX 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. VIGAX - Performance Comparison
In the year-to-date period, APGYX achieves a 27.40% return, which is significantly lower than VIGAX's 31.84% return. Over the past 10 years, APGYX has underperformed VIGAX with an annualized return of 10.19%, while VIGAX has yielded a comparatively higher 15.82% 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. VIGAX - Expense Ratio Comparison
APGYX has a 0.59% expense ratio, which is higher than VIGAX's 0.05% expense ratio.
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.
Dividends
APGYX vs. VIGAX - Dividend Comparison
APGYX's dividend yield for the trailing twelve months is around 0.08%, less than VIGAX's 0.47% yield.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
APGYX AB Large Cap Growth Fund Advisor Class | 0.08% | 0.10% | 0.00% | 0.00% | 0.00% | 0.11% | 0.00% | 0.00% | 0.14% | 0.00% | 0.00% | 0.00% |
VIGAX Vanguard Growth Index Fund Admiral Shares | 0.47% | 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 -69.14%, 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.
Volatility
APGYX vs. VIGAX - Volatility Comparison
The current volatility for AB Large Cap Growth Fund Advisor Class (APGYX) is 4.74%, while Vanguard Growth Index Fund Admiral Shares (VIGAX) has a volatility of 5.05%. 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.