GAIOX vs. APGAX
Compare and contrast key facts about American Funds Growth and Income Portfolio (GAIOX) and AB Large Cap Growth Fund Class A (APGAX).
GAIOX is managed by American Funds. It was launched on May 18, 2012. APGAX is managed by AllianceBernstein. It was launched on Oct 1, 1996.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: GAIOX or APGAX.
Key characteristics
| GAIOX | APGAX | |
|---|---|---|
| YTD Return | 16.91% | 27.56% |
| 1Y Return | 29.08% | 37.53% |
| 3Y Return (Ann) | 5.40% | 5.23% |
| 5Y Return (Ann) | 10.73% | 13.32% |
| 10Y Return (Ann) | 8.86% | 9.43% |
| Sharpe Ratio | 2.99 | 2.27 |
| Sortino Ratio | 4.17 | 3.02 |
| Omega Ratio | 1.57 | 1.41 |
| Calmar Ratio | 2.93 | 2.06 |
| Martin Ratio | 20.79 | 10.81 |
| Ulcer Index | 1.36% | 3.34% |
| Daily Std Dev | 9.46% | 15.89% |
| Max Drawdown | -26.85% | -69.97% |
| Current Drawdown | 0.00% | 0.00% |
Correlation
The correlation between GAIOX and APGAX is 0.86, 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
GAIOX vs. APGAX - Performance Comparison
In the year-to-date period, GAIOX achieves a 16.91% return, which is significantly lower than APGAX's 27.56% return. Over the past 10 years, GAIOX has underperformed APGAX with an annualized return of 8.86%, while APGAX has yielded a comparatively higher 9.43% annualized return. The chart below displays the growth of a $10,000 investment in both assets, with all prices adjusted for splits and dividends.
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GAIOX vs. APGAX - Expense Ratio Comparison
GAIOX has a 0.66% expense ratio, which is lower than APGAX's 0.84% expense ratio.
Risk-Adjusted Performance
GAIOX vs. APGAX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for American Funds Growth and Income Portfolio (GAIOX) and AB Large Cap Growth Fund Class A (APGAX). 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
GAIOX vs. APGAX - Dividend Comparison
GAIOX's dividend yield for the trailing twelve months is around 1.77%, while APGAX has not paid dividends to shareholders.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
GAIOX American Funds Growth and Income Portfolio | 1.77% | 2.03% | 2.07% | 1.28% | 1.59% | 6.25% | 2.10% | 1.68% | 1.95% | 1.87% | 4.60% | 2.81% |
APGAX AB Large Cap Growth Fund Class A | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.01% | 0.00% | 0.00% | 0.00% |
Drawdowns
GAIOX vs. APGAX - Drawdown Comparison
The maximum GAIOX drawdown since its inception was -26.85%, smaller than the maximum APGAX drawdown of -69.97%. Use the drawdown chart below to compare losses from any high point for GAIOX and APGAX. For additional features, visit the drawdowns tool.
Volatility
GAIOX vs. APGAX - Volatility Comparison
The current volatility for American Funds Growth and Income Portfolio (GAIOX) is 2.55%, while AB Large Cap Growth Fund Class A (APGAX) has a volatility of 4.73%. This indicates that GAIOX experiences smaller price fluctuations and is considered to be less risky than APGAX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.