APGZX vs. JLGMX

In the year-to-date period, APGZX achieves a 2.02% return, which is significantly higher than JLGMX's 0.21% return.

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APGZX has a 0.52% expense ratio, which is higher than JLGMX's 0.44% expense ratio.

This table presents a comparison of risk-adjusted performance metrics for AB Large Cap Growth Fund Class Z (APGZX) and JPMorgan Large Cap Growth Fund Class R6 (JLGMX). 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.

The current APGZX Sharpe Ratio is 0.21, which is lower than the JLGMX Sharpe Ratio of 0.55. The chart below compares the historical Sharpe Ratios of APGZX and JLGMX, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.

APGZX's dividend yield for the trailing twelve months is around 0.09%, less than JLGMX's 0.21% yield.

The maximum APGZX drawdown since its inception was -35.56%, smaller than the maximum JLGMX drawdown of -39.64%. Use the drawdown chart below to compare losses from any high point for APGZX and JLGMX. For additional features, visit the drawdowns tool.

AB Large Cap Growth Fund Class Z (APGZX) has a higher volatility of 6.15% compared to JPMorgan Large Cap Growth Fund Class R6 (JLGMX) at 4.84%. This indicates that APGZX's price experiences larger fluctuations and is considered to be riskier than JLGMX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.