APGZX vs. VSIAX

In the year-to-date period, APGZX achieves a -7.24% return, which is significantly higher than VSIAX's -9.07% return.

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APGZX has a 0.52% expense ratio, which is higher than VSIAX's 0.07% expense ratio.

This table presents a comparison of risk-adjusted performance metrics for AB Large Cap Growth Fund Class Z (APGZX) and Vanguard Small-Cap Value Index Fund Admiral Shares (VSIAX). 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 0.05, which is higher than the VSIAX Sharpe Ratio of -0.00. The chart below compares the historical Sharpe Ratios of APGZX and VSIAX, 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 0.10%, less than VSIAX's 2.36% yield.

The maximum APGZX drawdown since its inception was -35.56%, smaller than the maximum VSIAX drawdown of -45.39%. Use the drawdown chart below to compare losses from any high point for APGZX and VSIAX. For additional features, visit the drawdowns tool.

AB Large Cap Growth Fund Class Z (APGZX) and Vanguard Small-Cap Value Index Fund Admiral Shares (VSIAX) have volatilities of 14.67% and 14.09%, 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.