APGZX vs. VSIAX
Compare and contrast key facts about AB Large Cap Growth Fund Class Z (APGZX) and Vanguard Small-Cap Value Index Fund Admiral Shares (VSIAX).
APGZX is managed by AllianceBernstein. It was launched on Jul 1, 2015. VSIAX is managed by Vanguard. It was launched on Sep 27, 2011.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: APGZX or VSIAX.
Correlation
The correlation between APGZX and VSIAX is 0.65, which is considered to be moderate. This suggests that the two assets have some degree of positive relationship in their price movements. Moderate correlation can be acceptable for portfolio diversification, offering a balance between risk and potential returns.
Performance
APGZX vs. VSIAX - Performance Comparison
Key characteristics
APGZX:
0.71
VSIAX:
0.92
APGZX:
1.02
VSIAX:
1.41
APGZX:
1.14
VSIAX:
1.17
APGZX:
1.08
VSIAX:
1.52
APGZX:
2.82
VSIAX:
3.76
APGZX:
4.54%
VSIAX:
3.89%
APGZX:
17.99%
VSIAX:
15.84%
APGZX:
-35.56%
VSIAX:
-45.39%
APGZX:
-5.61%
VSIAX:
-5.59%
Returns By Period
In the year-to-date period, APGZX achieves a 4.54% return, which is significantly higher than VSIAX's 2.85% return.
APGZX
4.54%
2.01%
3.48%
14.68%
11.55%
N/A
VSIAX
2.85%
-0.35%
6.24%
16.15%
10.63%
8.73%
Compare stocks, funds, or ETFs
Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.
APGZX vs. VSIAX - Expense Ratio Comparison
APGZX has a 0.52% expense ratio, which is higher than VSIAX's 0.07% expense ratio.
Risk-Adjusted Performance
APGZX vs. VSIAX — Risk-Adjusted Performance Rank
APGZX
VSIAX
APGZX vs. VSIAX - Risk-Adjusted Performance Comparison
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.
Dividends
APGZX vs. VSIAX - Dividend Comparison
APGZX's dividend yield for the trailing twelve months is around 0.09%, less than VSIAX's 1.92% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
APGZX AB Large Cap Growth Fund Class Z | 0.09% | 0.09% | 0.14% | 0.00% | 0.00% | 0.00% | 0.16% | 0.00% | 0.00% | 0.18% | 0.00% | 0.00% |
VSIAX Vanguard Small-Cap Value Index Fund Admiral Shares | 1.92% | 1.98% | 2.12% | 2.03% | 1.75% | 1.68% | 2.06% | 2.35% | 1.79% | 1.77% | 1.99% | 1.77% |
Drawdowns
APGZX vs. VSIAX - Drawdown Comparison
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.
Volatility
APGZX vs. VSIAX - Volatility Comparison
AB Large Cap Growth Fund Class Z (APGZX) has a higher volatility of 5.04% compared to Vanguard Small-Cap Value Index Fund Admiral Shares (VSIAX) at 3.50%. This indicates that APGZX's price experiences larger fluctuations and is considered to be riskier than VSIAX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.