AUIAX vs. APGZX
Compare and contrast key facts about AB Equity Income Fund (AUIAX) and AB Large Cap Growth Fund Class Z (APGZX).
AUIAX is managed by AllianceBernstein. It was launched on Oct 18, 1993. APGZX is managed by AllianceBernstein. It was launched on Jul 1, 2015.
Performance
AUIAX vs. APGZX - Performance Comparison
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AUIAX vs. APGZX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
AUIAX AB Equity Income Fund | -0.80% | 17.97% | 17.48% | 22.48% | -10.26% | 25.25% | 4.18% | 24.59% | -6.82% | 16.34% |
APGZX AB Large Cap Growth Fund Class Z | -9.67% | 13.26% | 25.47% | 35.12% | -28.74% | 29.00% | 34.47% | 34.24% | 2.30% | 31.81% |
Returns By Period
In the year-to-date period, AUIAX achieves a -0.80% return, which is significantly higher than APGZX's -9.67% return. Over the past 10 years, AUIAX has underperformed APGZX with an annualized return of 11.12%, while APGZX has yielded a comparatively higher 14.92% annualized return.
AUIAX
- 1D
- 2.44%
- 1M
- -4.64%
- YTD
- -0.80%
- 6M
- 1.21%
- 1Y
- 18.05%
- 3Y*
- 16.79%
- 5Y*
- 11.65%
- 10Y*
- 11.12%
APGZX
- 1D
- 3.54%
- 1M
- -6.61%
- YTD
- -9.67%
- 6M
- -9.63%
- 1Y
- 10.96%
- 3Y*
- 15.78%
- 5Y*
- 9.19%
- 10Y*
- 14.92%
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AUIAX vs. APGZX - Expense Ratio Comparison
AUIAX has a 0.97% expense ratio, which is higher than APGZX's 0.52% expense ratio.
Return for Risk
AUIAX vs. APGZX — Risk / Return Rank
AUIAX
APGZX
AUIAX vs. APGZX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for AB Equity Income Fund (AUIAX) and AB Large Cap Growth Fund Class Z (APGZX). 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.
| AUIAX | APGZX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 1.07 | 0.58 | +0.49 |
Sortino ratioReturn per unit of downside risk | 1.56 | 0.99 | +0.56 |
Omega ratioGain probability vs. loss probability | 1.24 | 1.14 | +0.11 |
Calmar ratioReturn relative to maximum drawdown | 1.56 | 0.77 | +0.78 |
Martin ratioReturn relative to average drawdown | 7.06 | 2.96 | +4.10 |
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
| AUIAX | APGZX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.07 | 0.58 | +0.49 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.73 | 0.46 | +0.28 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.65 | 0.76 | -0.12 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.60 | 0.75 | -0.15 |
Correlation
The correlation between AUIAX and APGZX is 0.79, 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
AUIAX vs. APGZX - Dividend Comparison
AUIAX's dividend yield for the trailing twelve months is around 8.09%, less than APGZX's 10.81% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
AUIAX AB Equity Income Fund | 8.09% | 8.11% | 10.53% | 2.68% | 7.73% | 16.44% | 2.65% | 5.61% | 13.48% | 5.38% | 2.85% | 5.39% |
APGZX AB Large Cap Growth Fund Class Z | 10.81% | 9.77% | 6.62% | 1.69% | 0.87% | 7.19% | 2.60% | 3.49% | 9.11% | 3.78% | 2.72% | 0.00% |
Drawdowns
AUIAX vs. APGZX - Drawdown Comparison
The maximum AUIAX drawdown since its inception was -46.97%, which is greater than APGZX's maximum drawdown of -33.87%. Use the drawdown chart below to compare losses from any high point for AUIAX and APGZX.
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Drawdown Indicators
| AUIAX | APGZX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -46.97% | -33.87% | -13.10% |
Max Drawdown (1Y)Largest decline over 1 year | -12.33% | -15.21% | +2.88% |
Max Drawdown (5Y)Largest decline over 5 years | -20.88% | -33.87% | +12.99% |
Max Drawdown (10Y)Largest decline over 10 years | -35.81% | -33.87% | -1.94% |
Current DrawdownCurrent decline from peak | -5.90% | -12.21% | +6.31% |
Average DrawdownAverage peak-to-trough decline | -7.98% | -6.08% | -1.90% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 2.72% | 3.97% | -1.25% |
Volatility
AUIAX vs. APGZX - Volatility Comparison
The current volatility for AB Equity Income Fund (AUIAX) is 4.78%, while AB Large Cap Growth Fund Class Z (APGZX) has a volatility of 6.50%. This indicates that AUIAX experiences smaller price fluctuations and is considered to be less risky than APGZX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| AUIAX | APGZX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 4.78% | 6.50% | -1.72% |
Volatility (6M)Calculated over the trailing 6-month period | 8.98% | 11.37% | -2.39% |
Volatility (1Y)Calculated over the trailing 1-year period | 17.04% | 20.18% | -3.14% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 15.96% | 20.18% | -4.22% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 17.28% | 19.63% | -2.35% |