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.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: RAFGX or APGZX.
Correlation
The correlation between RAFGX and APGZX is 0.91, 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
RAFGX vs. APGZX - Performance Comparison
Key characteristics
RAFGX:
0.68
APGZX:
0.67
RAFGX:
0.96
APGZX:
0.96
RAFGX:
1.13
APGZX:
1.13
RAFGX:
0.66
APGZX:
1.01
RAFGX:
2.96
APGZX:
2.67
RAFGX:
3.58%
APGZX:
4.50%
RAFGX:
15.64%
APGZX:
18.09%
RAFGX:
-41.22%
APGZX:
-35.56%
RAFGX:
-5.64%
APGZX:
-5.78%
Returns By Period
The year-to-date returns for both investments are quite close, with RAFGX having a 4.20% return and APGZX slightly higher at 4.35%.
RAFGX
4.20%
4.52%
6.37%
12.70%
5.83%
5.94%
APGZX
4.35%
4.55%
7.13%
14.29%
11.27%
N/A
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RAFGX vs. APGZX - Expense Ratio Comparison
RAFGX has a 0.33% expense ratio, which is lower than APGZX's 0.52% expense ratio.
Risk-Adjusted Performance
RAFGX vs. APGZX — Risk-Adjusted Performance Rank
RAFGX
APGZX
RAFGX vs. APGZX - Risk-Adjusted Performance 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.
Dividends
RAFGX vs. APGZX - Dividend Comparison
RAFGX's dividend yield for the trailing twelve months is around 0.62%, more than APGZX's 0.09% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
RAFGX American Funds AMCAP Fund Class R-6 | 0.62% | 0.65% | 1.11% | 0.00% | 0.00% | 3.37% | 0.79% | 0.93% | 0.66% | 0.75% | 3.67% | 9.88% |
APGZX AB Large Cap Growth Fund Class Z | 0.09% | 0.09% | 0.14% | 0.00% | 0.00% | 0.00% | 0.16% | 0.00% | 0.00% | 0.18% | 0.00% | 0.00% |
Drawdowns
RAFGX vs. APGZX - Drawdown Comparison
The maximum RAFGX drawdown since its inception was -41.22%, which is greater than APGZX's maximum drawdown of -35.56%. Use the drawdown chart below to compare losses from any high point for RAFGX and APGZX. For additional features, visit the drawdowns tool.
Volatility
RAFGX vs. APGZX - Volatility Comparison
The current volatility for American Funds AMCAP Fund Class R-6 (RAFGX) is 3.72%, while AB Large Cap Growth Fund Class Z (APGZX) has a volatility of 5.42%. This indicates that RAFGX 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.