APGZX vs. JLGMX
Compare and contrast key facts about AB Large Cap Growth Fund Class Z (APGZX) and JPMorgan Large Cap Growth Fund Class R6 (JLGMX).
APGZX is managed by AllianceBernstein. It was launched on Jul 1, 2015. JLGMX is a passively managed fund by JPMorgan that tracks the performance of the Russell 1000 Growth Index. It was launched on Nov 30, 2010.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: APGZX or JLGMX.
Correlation
The correlation between APGZX and JLGMX is 0.90, 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. JLGMX - Performance Comparison
Key characteristics
APGZX:
0.05
JLGMX:
0.49
APGZX:
0.22
JLGMX:
0.83
APGZX:
1.03
JLGMX:
1.11
APGZX:
0.04
JLGMX:
0.54
APGZX:
0.13
JLGMX:
1.86
APGZX:
8.24%
JLGMX:
6.19%
APGZX:
23.66%
JLGMX:
23.84%
APGZX:
-35.56%
JLGMX:
-31.82%
APGZX:
-16.24%
JLGMX:
-11.84%
Returns By Period
The year-to-date returns for both investments are quite close, with APGZX having a -7.24% return and JLGMX slightly higher at -7.21%.
APGZX
-7.24%
-1.84%
-10.73%
2.14%
10.44%
N/A
JLGMX
-7.21%
-2.31%
-4.40%
12.91%
18.12%
16.26%
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APGZX vs. JLGMX - Expense Ratio Comparison
APGZX has a 0.52% expense ratio, which is higher than JLGMX's 0.44% expense ratio.
Risk-Adjusted Performance
APGZX vs. JLGMX — Risk-Adjusted Performance Rank
APGZX
JLGMX
APGZX vs. JLGMX - Risk-Adjusted Performance Comparison
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.
Dividends
APGZX vs. JLGMX - Dividend Comparison
APGZX's dividend yield for the trailing twelve months is around 0.10%, less than JLGMX's 1.25% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
APGZX AB Large Cap Growth Fund Class Z | 0.10% | 0.09% | 0.14% | 0.00% | 0.00% | 0.00% | 0.16% | 0.00% | 0.00% | 0.18% | 0.00% | 0.00% |
JLGMX JPMorgan Large Cap Growth Fund Class R6 | 1.25% | 1.16% | 0.31% | 3.49% | 14.25% | 5.14% | 12.65% | 15.59% | 14.44% | 9.71% | 4.43% | 1.77% |
Drawdowns
APGZX vs. JLGMX - Drawdown Comparison
The maximum APGZX drawdown since its inception was -35.56%, which is greater than JLGMX's maximum drawdown of -31.82%. Use the drawdown chart below to compare losses from any high point for APGZX and JLGMX. For additional features, visit the drawdowns tool.
Volatility
APGZX vs. JLGMX - Volatility Comparison
AB Large Cap Growth Fund Class Z (APGZX) and JPMorgan Large Cap Growth Fund Class R6 (JLGMX) have volatilities of 14.67% and 15.01%, respectively, indicating that both stocks experience similar levels of price fluctuations. This suggests that the risk associated with both stocks, as measured by volatility, is nearly the same. The chart below showcases a comparison of their rolling one-month volatility.