APGZX vs. PEQSX
Compare and contrast key facts about AB Large Cap Growth Fund Class Z (APGZX) and Putnam Large Cap Value Fund Class R6 (PEQSX).
APGZX is managed by AllianceBernstein. It was launched on Jul 1, 2015. PEQSX is a passively managed fund by Putnam that tracks the performance of the . It was launched on Jul 2, 2012.
Performance
APGZX vs. PEQSX - Performance Comparison
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APGZX vs. PEQSX - 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% |
PEQSX Putnam Large Cap Value Fund Class R6 | -1.25% | 20.49% | 19.41% | 15.45% | -2.74% | 27.33% | 6.23% | 29.79% | -8.29% | 19.15% |
Returns By Period
In the year-to-date period, APGZX achieves a -12.76% return, which is significantly lower than PEQSX's -1.25% return. Over the past 10 years, APGZX has outperformed PEQSX with an annualized return of 14.52%, while PEQSX has yielded a comparatively lower 13.22% 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%
PEQSX
- 1D
- -0.13%
- 1M
- -6.31%
- YTD
- -1.25%
- 6M
- 4.76%
- 1Y
- 16.21%
- 3Y*
- 17.23%
- 5Y*
- 12.79%
- 10Y*
- 13.22%
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APGZX vs. PEQSX - Expense Ratio Comparison
APGZX has a 0.52% expense ratio, which is lower than PEQSX's 0.54% expense ratio.
Return for Risk
APGZX vs. PEQSX — Risk / Return Rank
APGZX
PEQSX
APGZX vs. PEQSX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for AB Large Cap Growth Fund Class Z (APGZX) and Putnam Large Cap Value Fund Class R6 (PEQSX). 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 | PEQSX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.40 | 1.13 | -0.73 |
Sortino ratioReturn per unit of downside risk | 0.73 | 1.60 | -0.87 |
Omega ratioGain probability vs. loss probability | 1.10 | 1.24 | -0.14 |
Calmar ratioReturn relative to maximum drawdown | 0.34 | 1.34 | -1.00 |
Martin ratioReturn relative to average drawdown | 1.34 | 6.04 | -4.70 |
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 | PEQSX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.40 | 1.13 | -0.73 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.44 | 0.89 | -0.45 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.74 | 0.78 | -0.04 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.73 | 0.80 | -0.07 |
Correlation
The correlation between APGZX and PEQSX is 0.70, 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. PEQSX - Dividend Comparison
APGZX's dividend yield for the trailing twelve months is around 11.19%, more than PEQSX's 5.41% 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% |
PEQSX Putnam Large Cap Value Fund Class R6 | 5.41% | 5.69% | 7.14% | 5.26% | 7.40% | 7.40% | 6.30% | 3.66% | 6.08% | 3.56% | 2.66% | 6.31% |
Drawdowns
APGZX vs. PEQSX - Drawdown Comparison
The maximum APGZX drawdown since its inception was -33.87%, smaller than the maximum PEQSX drawdown of -36.04%. Use the drawdown chart below to compare losses from any high point for APGZX and PEQSX.
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Drawdown Indicators
| APGZX | PEQSX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -33.87% | -36.04% | +2.17% |
Max Drawdown (1Y)Largest decline over 1 year | -15.21% | -11.76% | -3.45% |
Max Drawdown (5Y)Largest decline over 5 years | -33.87% | -15.18% | -18.69% |
Max Drawdown (10Y)Largest decline over 10 years | -33.87% | -36.04% | +2.17% |
Current DrawdownCurrent decline from peak | -15.21% | -7.18% | -8.03% |
Average DrawdownAverage peak-to-trough decline | -6.08% | -3.24% | -2.84% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 3.90% | 2.62% | +1.28% |
Volatility
APGZX vs. PEQSX - Volatility Comparison
AB Large Cap Growth Fund Class Z (APGZX) has a higher volatility of 5.13% compared to Putnam Large Cap Value Fund Class R6 (PEQSX) at 3.62%. This indicates that APGZX's price experiences larger fluctuations and is considered to be riskier than PEQSX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| APGZX | PEQSX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 5.13% | 3.62% | +1.51% |
Volatility (6M)Calculated over the trailing 6-month period | 10.81% | 7.98% | +2.83% |
Volatility (1Y)Calculated over the trailing 1-year period | 19.91% | 15.38% | +4.53% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 20.12% | 14.51% | +5.61% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 19.60% | 16.99% | +2.61% |