APGZX vs. AGDAX
Compare and contrast key facts about AB Large Cap Growth Fund Class Z (APGZX) and AB High Income Fund (AGDAX).
APGZX is managed by AllianceBernstein. It was launched on Jul 1, 2015. AGDAX is managed by AllianceBernstein. It was launched on Feb 25, 1994.
Performance
APGZX vs. AGDAX - Performance Comparison
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APGZX vs. AGDAX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
APGZX AB Large Cap Growth Fund Class Z | -12.76% | 13.26% | 25.47% | 35.12% | -28.74% | 29.00% | 34.47% | 34.24% | 2.30% | 31.81% |
AGDAX AB High Income Fund | -1.79% | 8.06% | 7.36% | 13.63% | -12.45% | 3.87% | 2.91% | 13.71% | -5.29% | 7.94% |
Returns By Period
In the year-to-date period, APGZX achieves a -12.76% return, which is significantly lower than AGDAX's -1.79% return. Over the past 10 years, APGZX has outperformed AGDAX with an annualized return of 14.52%, while AGDAX has yielded a comparatively lower 4.60% annualized return.
APGZX
- 1D
- -0.10%
- 1M
- -10.09%
- YTD
- -12.76%
- 6M
- -12.55%
- 1Y
- 7.79%
- 3Y*
- 14.45%
- 5Y*
- 8.77%
- 10Y*
- 14.52%
AGDAX
- 1D
- 0.15%
- 1M
- -2.56%
- YTD
- -1.79%
- 6M
- -0.53%
- 1Y
- 5.34%
- 3Y*
- 7.93%
- 5Y*
- 3.52%
- 10Y*
- 4.60%
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APGZX vs. AGDAX - Expense Ratio Comparison
APGZX has a 0.52% expense ratio, which is lower than AGDAX's 0.84% expense ratio.
Return for Risk
APGZX vs. AGDAX — Risk / Return Rank
APGZX
AGDAX
APGZX vs. AGDAX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for AB Large Cap Growth Fund Class Z (APGZX) and AB High Income Fund (AGDAX). 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.
| APGZX | AGDAX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.40 | 1.54 | -1.14 |
Sortino ratioReturn per unit of downside risk | 0.73 | 2.19 | -1.45 |
Omega ratioGain probability vs. loss probability | 1.10 | 1.35 | -0.25 |
Calmar ratioReturn relative to maximum drawdown | 0.34 | 1.74 | -1.40 |
Martin ratioReturn relative to average drawdown | 1.34 | 7.17 | -5.82 |
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
| APGZX | AGDAX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.40 | 1.54 | -1.14 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.44 | 0.72 | -0.28 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.74 | 0.82 | -0.07 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.73 | 0.87 | -0.13 |
Correlation
The correlation between APGZX and AGDAX is 0.40, which is considered to be moderate. This suggests that the two assets have some degree of positive relationship in their price movements. Moderate correlation can be acceptable for portfolio diversification, offering a balance between risk and potential returns.
Dividends
APGZX vs. AGDAX - Dividend Comparison
APGZX's dividend yield for the trailing twelve months is around 11.19%, more than AGDAX's 6.36% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
APGZX AB Large Cap Growth Fund Class Z | 11.19% | 9.77% | 6.62% | 1.69% | 0.87% | 7.19% | 2.60% | 3.49% | 9.11% | 3.78% | 2.72% | 0.00% |
AGDAX AB High Income Fund | 6.36% | 6.85% | 5.89% | 6.53% | 6.79% | 4.95% | 5.86% | 6.27% | 7.47% | 5.84% | 6.25% | 7.42% |
Drawdowns
APGZX vs. AGDAX - Drawdown Comparison
The maximum APGZX drawdown since its inception was -33.87%, smaller than the maximum AGDAX drawdown of -45.59%. Use the drawdown chart below to compare losses from any high point for APGZX and AGDAX.
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Drawdown Indicators
| APGZX | AGDAX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -33.87% | -45.59% | +11.72% |
Max Drawdown (1Y)Largest decline over 1 year | -15.21% | -3.17% | -12.04% |
Max Drawdown (5Y)Largest decline over 5 years | -33.87% | -16.96% | -16.91% |
Max Drawdown (10Y)Largest decline over 10 years | -33.87% | -25.82% | -8.05% |
Current DrawdownCurrent decline from peak | -15.21% | -2.62% | -12.59% |
Average DrawdownAverage peak-to-trough decline | -6.08% | -4.49% | -1.59% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 3.90% | 0.77% | +3.13% |
Volatility
APGZX vs. AGDAX - Volatility Comparison
AB Large Cap Growth Fund Class Z (APGZX) has a higher volatility of 5.13% compared to AB High Income Fund (AGDAX) at 1.21%. This indicates that APGZX's price experiences larger fluctuations and is considered to be riskier than AGDAX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| APGZX | AGDAX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 5.13% | 1.21% | +3.92% |
Volatility (6M)Calculated over the trailing 6-month period | 10.81% | 2.27% | +8.54% |
Volatility (1Y)Calculated over the trailing 1-year period | 19.91% | 3.81% | +16.10% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 20.12% | 4.90% | +15.22% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 19.60% | 5.64% | +13.96% |