LIRIX vs. APGZX
Compare and contrast key facts about BlackRock LifePath Index Retirement Fund (LIRIX) and AB Large Cap Growth Fund Class Z (APGZX).
LIRIX is managed by Blackrock. It was launched on May 30, 2011. APGZX is managed by AllianceBernstein. It was launched on Jul 1, 2015.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: LIRIX or APGZX.
Correlation
The correlation between LIRIX and APGZX is 0.84, 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
LIRIX vs. APGZX - Performance Comparison
Key characteristics
LIRIX:
1.24
APGZX:
0.25
LIRIX:
1.80
APGZX:
0.50
LIRIX:
1.24
APGZX:
1.07
LIRIX:
1.41
APGZX:
0.24
LIRIX:
6.23
APGZX:
0.70
LIRIX:
1.53%
APGZX:
8.51%
LIRIX:
7.63%
APGZX:
23.63%
LIRIX:
-21.06%
APGZX:
-35.56%
LIRIX:
-0.94%
APGZX:
-13.19%
Returns By Period
In the year-to-date period, LIRIX achieves a 1.96% return, which is significantly higher than APGZX's -3.86% return.
LIRIX
1.96%
3.46%
1.77%
7.95%
4.80%
4.25%
APGZX
-3.86%
14.47%
-6.67%
3.18%
10.69%
N/A
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LIRIX vs. APGZX - Expense Ratio Comparison
LIRIX has a 0.11% expense ratio, which is lower than APGZX's 0.52% expense ratio.
Risk-Adjusted Performance
LIRIX vs. APGZX — Risk-Adjusted Performance Rank
LIRIX
APGZX
LIRIX vs. APGZX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for BlackRock LifePath Index Retirement Fund (LIRIX) 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.
Dividends
LIRIX vs. APGZX - Dividend Comparison
LIRIX's dividend yield for the trailing twelve months is around 2.87%, less than APGZX's 6.89% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
LIRIX BlackRock LifePath Index Retirement Fund | 2.87% | 2.93% | 2.61% | 2.53% | 2.12% | 1.93% | 2.32% | 2.37% | 2.02% | 1.98% | 1.92% | 1.81% |
APGZX AB Large Cap Growth Fund Class Z | 6.89% | 6.62% | 1.69% | 0.87% | 7.19% | 2.60% | 3.49% | 9.11% | 3.78% | 2.72% | 8.62% | 0.00% |
Drawdowns
LIRIX vs. APGZX - Drawdown Comparison
The maximum LIRIX drawdown since its inception was -21.06%, smaller than the maximum APGZX drawdown of -35.56%. Use the drawdown chart below to compare losses from any high point for LIRIX and APGZX. For additional features, visit the drawdowns tool.
Volatility
LIRIX vs. APGZX - Volatility Comparison
The current volatility for BlackRock LifePath Index Retirement Fund (LIRIX) is 4.94%, while AB Large Cap Growth Fund Class Z (APGZX) has a volatility of 13.61%. This indicates that LIRIX 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.