APGZX vs. FXAIX
Compare and contrast key facts about AB Large Cap Growth Fund Class Z (APGZX) and Fidelity 500 Index Fund (FXAIX).
APGZX is managed by AllianceBernstein. It was launched on Jul 1, 2015. FXAIX is managed by Fidelity.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: APGZX or FXAIX.
Correlation
The correlation between APGZX and FXAIX is 0.91, 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
APGZX vs. FXAIX - Performance Comparison
Key characteristics
APGZX:
0.74
FXAIX:
1.90
APGZX:
1.05
FXAIX:
2.56
APGZX:
1.15
FXAIX:
1.35
APGZX:
1.12
FXAIX:
2.87
APGZX:
2.93
FXAIX:
11.90
APGZX:
4.53%
FXAIX:
2.04%
APGZX:
18.02%
FXAIX:
12.79%
APGZX:
-35.56%
FXAIX:
-33.79%
APGZX:
-5.46%
FXAIX:
0.00%
Returns By Period
In the year-to-date period, APGZX achieves a 4.70% return, which is significantly higher than FXAIX's 4.38% return.
APGZX
4.70%
2.17%
4.33%
13.97%
11.30%
N/A
FXAIX
4.38%
2.32%
10.23%
24.10%
14.52%
13.11%
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APGZX vs. FXAIX - Expense Ratio Comparison
APGZX has a 0.52% expense ratio, which is higher than FXAIX's 0.02% expense ratio.
Risk-Adjusted Performance
APGZX vs. FXAIX — Risk-Adjusted Performance Rank
APGZX
FXAIX
APGZX vs. FXAIX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for AB Large Cap Growth Fund Class Z (APGZX) and Fidelity 500 Index Fund (FXAIX). 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
APGZX vs. FXAIX - Dividend Comparison
APGZX's dividend yield for the trailing twelve months is around 0.09%, less than FXAIX's 1.19% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
APGZX AB Large Cap Growth Fund Class Z | 0.09% | 0.09% | 0.14% | 0.00% | 0.00% | 0.00% | 0.16% | 0.00% | 0.00% | 0.18% | 0.00% | 0.00% |
FXAIX Fidelity 500 Index Fund | 1.19% | 1.25% | 1.45% | 1.69% | 1.22% | 1.60% | 1.95% | 2.07% | 1.81% | 2.01% | 2.56% | 2.63% |
Drawdowns
APGZX vs. FXAIX - Drawdown Comparison
The maximum APGZX drawdown since its inception was -35.56%, which is greater than FXAIX's maximum drawdown of -33.79%. Use the drawdown chart below to compare losses from any high point for APGZX and FXAIX. For additional features, visit the drawdowns tool.
Volatility
APGZX vs. FXAIX - Volatility Comparison
AB Large Cap Growth Fund Class Z (APGZX) has a higher volatility of 5.14% compared to Fidelity 500 Index Fund (FXAIX) at 3.19%. This indicates that APGZX's price experiences larger fluctuations and is considered to be riskier than FXAIX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.