RAFGX vs. APGZX
Compare and contrast key facts about American Funds AMCAP Fund Class R-6 (RAFGX) and AB Large Cap Growth Fund Class Z (APGZX).
RAFGX is managed by American Funds. It was launched on May 1, 2009. APGZX is managed by AllianceBernstein. It was launched on Jul 1, 2015.
Performance
RAFGX vs. APGZX - Performance Comparison
Loading graphics...
RAFGX vs. APGZX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
RAFGX American Funds AMCAP Fund Class R-6 | -8.46% | 18.05% | 21.50% | 31.47% | -28.42% | 24.11% | 21.80% | 26.76% | -4.08% | 22.45% |
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, RAFGX achieves a -8.46% return, which is significantly higher than APGZX's -9.67% return. Over the past 10 years, RAFGX has underperformed APGZX with an annualized return of 11.65%, while APGZX has yielded a comparatively higher 14.92% annualized return.
RAFGX
- 1D
- 3.70%
- 1M
- -6.46%
- YTD
- -8.46%
- 6M
- -6.25%
- 1Y
- 14.92%
- 3Y*
- 16.16%
- 5Y*
- 7.55%
- 10Y*
- 11.65%
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%
Compare stocks, funds, or ETFs
Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.
RAFGX vs. APGZX - Expense Ratio Comparison
RAFGX has a 0.33% expense ratio, which is lower than APGZX's 0.52% expense ratio.
Return for Risk
RAFGX vs. APGZX — Risk / Return Rank
RAFGX
APGZX
RAFGX vs. APGZX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for American Funds AMCAP Fund Class R-6 (RAFGX) 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.
| RAFGX | APGZX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.78 | 0.58 | +0.21 |
Sortino ratioReturn per unit of downside risk | 1.26 | 0.99 | +0.27 |
Omega ratioGain probability vs. loss probability | 1.18 | 1.14 | +0.04 |
Calmar ratioReturn relative to maximum drawdown | 1.09 | 0.77 | +0.32 |
Martin ratioReturn relative to average drawdown | 4.38 | 2.96 | +1.42 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
Loading graphics...
Sharpe Ratios by Period
| RAFGX | APGZX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.78 | 0.58 | +0.21 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.40 | 0.46 | -0.06 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.63 | 0.76 | -0.14 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.69 | 0.75 | -0.06 |
Correlation
The correlation between RAFGX and APGZX is 0.94, 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
RAFGX vs. APGZX - Dividend Comparison
RAFGX's dividend yield for the trailing twelve months is around 9.26%, less than APGZX's 10.81% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
RAFGX American Funds AMCAP Fund Class R-6 | 9.26% | 8.47% | 8.26% | 3.75% | 7.36% | 5.83% | 4.07% | 5.10% | 8.04% | 5.58% | 4.09% | 8.78% |
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
RAFGX vs. APGZX - Drawdown Comparison
The maximum RAFGX drawdown since its inception was -35.07%, roughly equal to the maximum APGZX drawdown of -33.87%. Use the drawdown chart below to compare losses from any high point for RAFGX and APGZX.
Loading graphics...
Drawdown Indicators
| RAFGX | APGZX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -35.07% | -33.87% | -1.20% |
Max Drawdown (1Y)Largest decline over 1 year | -14.12% | -15.21% | +1.09% |
Max Drawdown (5Y)Largest decline over 5 years | -35.07% | -33.87% | -1.20% |
Max Drawdown (10Y)Largest decline over 10 years | -35.07% | -33.87% | -1.20% |
Current DrawdownCurrent decline from peak | -10.94% | -12.21% | +1.27% |
Average DrawdownAverage peak-to-trough decline | -5.53% | -6.08% | +0.55% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 3.53% | 3.97% | -0.44% |
Volatility
RAFGX vs. APGZX - Volatility Comparison
American Funds AMCAP Fund Class R-6 (RAFGX) and AB Large Cap Growth Fund Class Z (APGZX) have volatilities of 6.70% and 6.50%, respectively, indicating that both stocks experience similar levels of price fluctuations. This suggests that the risk associated with both stocks, as measured by volatility, is nearly the same. The chart below showcases a comparison of their rolling one-month volatility.
Loading graphics...
Volatility by Period
| RAFGX | APGZX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 6.70% | 6.50% | +0.20% |
Volatility (6M)Calculated over the trailing 6-month period | 11.65% | 11.37% | +0.28% |
Volatility (1Y)Calculated over the trailing 1-year period | 19.91% | 20.18% | -0.27% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 19.20% | 20.18% | -0.98% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 18.68% | 19.63% | -0.95% |