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 a passively managed fund by Fidelity that tracks the performance of the S&P 500 Index. It was launched on Feb 17, 1988.
Performance
APGZX vs. FXAIX - Performance Comparison
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APGZX vs. FXAIX - 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% |
FXAIX Fidelity 500 Index Fund | -7.05% | 17.84% | 25.01% | 26.29% | -18.14% | 28.71% | 18.42% | 31.48% | -4.43% | 21.82% |
Returns By Period
In the year-to-date period, APGZX achieves a -12.76% return, which is significantly lower than FXAIX's -7.05% return. Over the past 10 years, APGZX has outperformed FXAIX with an annualized return of 14.52%, while FXAIX has yielded a comparatively lower 13.75% 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%
FXAIX
- 1D
- -0.39%
- 1M
- -7.68%
- YTD
- -7.05%
- 6M
- -4.59%
- 1Y
- 14.42%
- 3Y*
- 17.17%
- 5Y*
- 11.40%
- 10Y*
- 13.75%
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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.
Return for Risk
APGZX vs. FXAIX — Risk / Return Rank
APGZX
FXAIX
APGZX vs. FXAIX - Risk-Adjusted Trends 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.
| APGZX | FXAIX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.40 | 0.84 | -0.44 |
Sortino ratioReturn per unit of downside risk | 0.73 | 1.30 | -0.56 |
Omega ratioGain probability vs. loss probability | 1.10 | 1.20 | -0.10 |
Calmar ratioReturn relative to maximum drawdown | 0.34 | 1.05 | -0.71 |
Martin ratioReturn relative to average drawdown | 1.34 | 5.13 | -3.78 |
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 | FXAIX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.40 | 0.84 | -0.44 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.44 | 0.68 | -0.24 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.74 | 0.77 | -0.02 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.73 | 0.75 | -0.02 |
Correlation
The correlation between APGZX and FXAIX is 0.92, 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
APGZX vs. FXAIX - Dividend Comparison
APGZX's dividend yield for the trailing twelve months is around 11.19%, more than FXAIX's 1.20% 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% |
FXAIX Fidelity 500 Index Fund | 1.20% | 1.11% | 1.25% | 1.45% | 1.69% | 1.22% | 1.60% | 2.06% | 2.72% | 1.97% | 2.52% | 2.83% |
Drawdowns
APGZX vs. FXAIX - Drawdown Comparison
The maximum APGZX drawdown since its inception was -33.87%, roughly equal to the maximum FXAIX drawdown of -33.79%. Use the drawdown chart below to compare losses from any high point for APGZX and FXAIX.
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Drawdown Indicators
| APGZX | FXAIX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -33.87% | -33.79% | -0.08% |
Max Drawdown (1Y)Largest decline over 1 year | -15.21% | -12.13% | -3.08% |
Max Drawdown (5Y)Largest decline over 5 years | -33.87% | -24.50% | -9.37% |
Max Drawdown (10Y)Largest decline over 10 years | -33.87% | -33.79% | -0.08% |
Current DrawdownCurrent decline from peak | -15.21% | -8.89% | -6.32% |
Average DrawdownAverage peak-to-trough decline | -6.08% | -3.83% | -2.25% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 3.90% | 2.50% | +1.40% |
Volatility
APGZX vs. FXAIX - Volatility Comparison
AB Large Cap Growth Fund Class Z (APGZX) has a higher volatility of 5.13% compared to Fidelity 500 Index Fund (FXAIX) at 4.24%. 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.
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Volatility by Period
| APGZX | FXAIX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 5.13% | 4.24% | +0.89% |
Volatility (6M)Calculated over the trailing 6-month period | 10.81% | 9.08% | +1.73% |
Volatility (1Y)Calculated over the trailing 1-year period | 19.91% | 18.13% | +1.78% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 20.12% | 16.88% | +3.24% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 19.60% | 18.03% | +1.57% |