RPXIX vs. AGRFX
Compare and contrast key facts about RiverPark Large Growth Fund (RPXIX) and AB Growth Fund (AGRFX).
RPXIX is managed by RiverPark Funds. It was launched on Sep 30, 2010. AGRFX is managed by AllianceBernstein. It was launched on Sep 4, 1990.
Performance
RPXIX vs. AGRFX - Performance Comparison
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RPXIX vs. AGRFX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
RPXIX RiverPark Large Growth Fund | -13.34% | 13.18% | 22.55% | 51.57% | -47.37% | 1.09% | 55.28% | 32.49% | -4.78% | 30.27% |
AGRFX AB Growth Fund | -12.87% | 10.84% | 31.50% | 37.95% | -29.65% | 21.40% | 35.97% | 31.11% | 3.75% | 33.88% |
Returns By Period
The year-to-date returns for both investments are quite close, with RPXIX having a -13.34% return and AGRFX slightly higher at -12.87%. Over the past 10 years, RPXIX has underperformed AGRFX with an annualized return of 10.12%, while AGRFX has yielded a comparatively higher 14.19% annualized return.
RPXIX
- 1D
- 0.28%
- 1M
- -8.04%
- YTD
- -13.34%
- 6M
- -12.24%
- 1Y
- 5.71%
- 3Y*
- 16.04%
- 5Y*
- -1.11%
- 10Y*
- 10.12%
AGRFX
- 1D
- -0.24%
- 1M
- -10.04%
- YTD
- -12.87%
- 6M
- -13.78%
- 1Y
- 6.03%
- 3Y*
- 15.92%
- 5Y*
- 8.48%
- 10Y*
- 14.19%
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RPXIX vs. AGRFX - Expense Ratio Comparison
RPXIX has a 0.91% expense ratio, which is lower than AGRFX's 1.12% expense ratio.
Return for Risk
RPXIX vs. AGRFX — Risk / Return Rank
RPXIX
AGRFX
RPXIX vs. AGRFX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for RiverPark Large Growth Fund (RPXIX) and AB Growth Fund (AGRFX). 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.
| RPXIX | AGRFX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.28 | 0.30 | -0.02 |
Sortino ratioReturn per unit of downside risk | 0.56 | 0.58 | -0.02 |
Omega ratioGain probability vs. loss probability | 1.08 | 1.08 | 0.00 |
Calmar ratioReturn relative to maximum drawdown | 0.20 | 0.22 | -0.02 |
Martin ratioReturn relative to average drawdown | 0.71 | 0.83 | -0.11 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
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Sharpe Ratios by Period
| RPXIX | AGRFX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.28 | 0.30 | -0.02 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | -0.04 | 0.41 | -0.45 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.41 | 0.70 | -0.29 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.46 | 0.55 | -0.09 |
Correlation
The correlation between RPXIX and AGRFX is 0.92, 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
RPXIX vs. AGRFX - Dividend Comparison
RPXIX's dividend yield for the trailing twelve months is around 10.56%, less than AGRFX's 18.79% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
RPXIX RiverPark Large Growth Fund | 10.56% | 9.15% | 7.22% | 0.00% | 0.01% | 3.79% | 6.69% | 11.76% | 15.17% | 9.01% | 0.54% | 1.72% |
AGRFX AB Growth Fund | 18.79% | 16.37% | 21.03% | 7.20% | 1.69% | 9.79% | 5.79% | 7.80% | 16.01% | 9.33% | 1.03% | 9.76% |
Drawdowns
RPXIX vs. AGRFX - Drawdown Comparison
The maximum RPXIX drawdown since its inception was -58.56%, smaller than the maximum AGRFX drawdown of -61.88%. Use the drawdown chart below to compare losses from any high point for RPXIX and AGRFX.
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Drawdown Indicators
| RPXIX | AGRFX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -58.56% | -61.88% | +3.32% |
Max Drawdown (1Y)Largest decline over 1 year | -15.28% | -15.92% | +0.64% |
Max Drawdown (5Y)Largest decline over 5 years | -58.56% | -35.21% | -23.35% |
Max Drawdown (10Y)Largest decline over 10 years | -58.56% | -35.21% | -23.35% |
Current DrawdownCurrent decline from peak | -20.17% | -15.92% | -4.25% |
Average DrawdownAverage peak-to-trough decline | -11.64% | -15.82% | +4.18% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 4.30% | 4.28% | +0.02% |
Volatility
RPXIX vs. AGRFX - Volatility Comparison
The current volatility for RiverPark Large Growth Fund (RPXIX) is 4.87%, while AB Growth Fund (AGRFX) has a volatility of 5.75%. This indicates that RPXIX experiences smaller price fluctuations and is considered to be less risky than AGRFX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| RPXIX | AGRFX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 4.87% | 5.75% | -0.88% |
Volatility (6M)Calculated over the trailing 6-month period | 10.79% | 11.87% | -1.08% |
Volatility (1Y)Calculated over the trailing 1-year period | 21.14% | 20.55% | +0.59% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 26.37% | 20.79% | +5.58% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 24.71% | 20.39% | +4.32% |