LGPIX vs. ADX
LGPIX (ProFunds Large Cap Growth ProFund) and ADX (Adams Diversified Equity Fund, Inc.) are both mutual funds - LGPIX is a Large Cap Growth Equities fund managed by ProFunds, while ADX is a Large Cap Blend Equities fund actively managed by Adams Funds. Over the past 10 years, LGPIX returned 0.75%/yr vs 18.30%/yr for ADX. Their correlation of 0.86 means they have usually moved in the same direction. LGPIX charges 1.59%/yr vs 0.59%/yr for ADX.
Performance
LGPIX vs. ADX - Performance Comparison
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Returns By Period
In the year-to-date period, LGPIX achieves a 7.31% return, which is significantly lower than ADX's 16.11% return. Over the past 10 years, LGPIX has underperformed ADX with an annualized return of 0.75%, while ADX has yielded a comparatively higher 18.30% annualized return.
LGPIX
- 1D
- 3.19%
- 1M
- -1.78%
- 6M
- 6.89%
- YTD
- 7.31%
- 1Y
- 18.11%
- 3Y*
- -23.40%
- 5Y*
- -14.70%
- 10Y*
- 0.75%
- ALL TIME*
- 4.23%
ADX
- 1D
- 1.27%
- 1M
- 1.69%
- 6M
- 14.25%
- YTD
- 16.11%
- 1Y
- 30.61%
- 3Y*
- 26.36%
- 5Y*
- 17.06%
- 10Y*
- 18.30%
- ALL TIME*
- 8.64%
Liquidity Comparison
| Position | Avg. Volume Value (2W) | Avg. Volume Value (1M) | Avg. Volume Value (3M) |
|---|---|---|---|
| $8.83M | $7.82M | $6.92M | |
| $0.00 | $0.00 | $0.00 |
LGPIX vs. ADX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
LGPIX ProFunds Large Cap Growth ProFund | 7.31% | 20.25% | -66.25% | 27.54% | -30.72% | 38.06% | 30.61% | 28.72% | -1.75% | 23.39% |
ADX Adams Diversified Equity Fund, Inc. | 16.11% | 26.03% | 28.31% | 31.49% | -19.82% | 29.69% | 17.28% | 36.75% | -3.58% | 29.61% |
Correlation
The correlation between LGPIX and ADX is 0.76, which is moderate. They have sometimes moved together and sometimes differently, sharing some price drivers without tracking each other closely.
| Correlation | |
|---|---|
Correlation (1Y) Focuses on recent behavior, but can change the most. | 0.76 |
Correlation (3Y) Balances recent behavior with more history. | 0.79 |
Correlation (5Y) Shows whether the relationship held over a longer period. | 0.86 |
Correlation (10Y) Provides a long-term view across more market conditions. | 0.86 |
Correlation (All Time) Calculated using the full available price history since Sep 30, 2002 | 0.86 |
The correlation between LGPIX and ADX shifts across timeframes, from 0.76 (1 year) to 0.86 (5 years), reflecting how their relationship changes across market environments.
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Return for Risk
LGPIX vs. ADX — Risk / Return Rank
LGPIX
ADX
LGPIX vs. ADX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for ProFunds Large Cap Growth ProFund (LGPIX) and Adams Diversified Equity Fund, Inc. (ADX). 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.
Values are calculated on a 1-year rolling basis and updated daily. Risk-adjusted metrics are more stable over longer periods — use the period switch above to explore them.
| LGPIX | ADX | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | -1.00 | ||
| Sortino ratioReturn per unit of downside risk | -1.39 | ||
| Omega ratioGain probability vs. loss probability | 1.16 | 1.32 | -0.16 |
| Calmar ratioReturn relative to maximum drawdown | 1.11 | 2.76 | -1.65 |
| Martin ratioReturn relative to average drawdown | 3.97 | 13.65 | -9.68 |
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Drawdowns
LGPIX vs. ADX - Drawdown Comparison
The maximum LGPIX drawdown since its inception was -78.62%, which is greater than ADX's maximum drawdown of -71.60%. Use the drawdown chart below to compare losses from any high point for LGPIX and ADX.
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Drawdown Indicators
| LGPIX | ADX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -78.62% | -71.60% | -7.02% |
Max Drawdown (1Y)Largest decline over 1 year | -14.29% | -10.16% | -4.13% |
Max Drawdown (3Y)Largest decline over 3 years | -78.62% | -18.29% | -60.33% |
Max Drawdown (5Y)Largest decline over 5 years | -78.62% | -25.07% | -53.55% |
Max Drawdown (10Y)Largest decline over 10 years | -78.62% | -37.17% | -41.45% |
Current DrawdownCurrent decline from peak | -66.10% | -1.32% | -64.78% |
Average DrawdownAverage peak-to-trough decline | -12.51% | -22.06% | +9.55% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 3.98% | 2.05% | +1.93% |
Volatility
LGPIX vs. ADX - Volatility Comparison
ProFunds Large Cap Growth ProFund (LGPIX) has a higher volatility of 5.84% compared to Adams Diversified Equity Fund, Inc. (ADX) at 4.93%. This indicates that LGPIX's price experiences larger fluctuations and is considered to be riskier than ADX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| LGPIX | ADX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 5.84% | 4.93% | +0.91% |
Volatility (6M)Calculated over the trailing 6-month period | 14.72% | 11.88% | +2.84% |
Volatility (1Y)Calculated over the trailing 1-year period | 17.98% | 14.86% | +3.12% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 40.16% | 17.49% | +22.67% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 31.43% | 18.07% | +13.36% |
LGPIX vs. ADX - Expense Ratio Comparison
LGPIX has a 1.59% expense ratio, which is higher than ADX's 0.59% expense ratio.
Dividends
LGPIX vs. ADX - Dividend Comparison
LGPIX's dividend yield for the trailing twelve months is around 1.40%, less than ADX's 7.48% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
ADX Adams Diversified Equity Fund, Inc. | 7.48% | 7.93% | 12.38% | 7.34% | 7.36% | 15.35% | 6.54% | 9.00% | 15.85% | 9.18% | 7.79% | 7.17% |
LGPIX ProFunds Large Cap Growth ProFund | 1.40% | 1.51% | 1.14% | 1.55% | 1.98% | 6.65% | 3.33% | 4.40% | 1.84% | 0.00% | 1.39% | 0.06% |
Frequently Asked Questions
LGPIX and ADX have a correlation of 0.76, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
LGPIX has higher volatility (5.84%) compared to ADX (4.93%). In terms of maximum drawdown, LGPIX dropped -78.62% vs ADX's -71.60%.
ADX currently has the higher Sharpe Ratio (1.89 vs 0.88), meaning it's delivered slightly more return per unit of risk over the trailing 12 months. However, this ranking shifts over time - use the Risk/Return Score above for a more comprehensive view that combines Sharpe, Sortino, and other measures used by quantitative funds.
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