SCVAX vs. APGZX
Compare and contrast key facts about Allspring Small Company Value Fund (SCVAX) and AB Large Cap Growth Fund Class Z (APGZX).
SCVAX is managed by Allspring Global Investments. It was launched on Jan 31, 2002. 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: SCVAX or APGZX.
Correlation
The correlation between SCVAX and APGZX is 0.61, which is considered to be moderate. This suggests that the two assets have some degree of positive relationship in their price movements. Moderate correlation can be acceptable for portfolio diversification, offering a balance between risk and potential returns.
Performance
SCVAX vs. APGZX - Performance Comparison
Key characteristics
SCVAX:
0.13
APGZX:
0.72
SCVAX:
0.33
APGZX:
1.02
SCVAX:
1.04
APGZX:
1.14
SCVAX:
0.15
APGZX:
1.09
SCVAX:
0.39
APGZX:
2.82
SCVAX:
6.73%
APGZX:
4.56%
SCVAX:
19.56%
APGZX:
17.99%
SCVAX:
-73.54%
APGZX:
-35.56%
SCVAX:
-14.46%
APGZX:
-6.36%
Returns By Period
In the year-to-date period, SCVAX achieves a 1.26% return, which is significantly lower than APGZX's 3.71% return.
SCVAX
1.26%
-3.14%
-3.49%
3.88%
5.88%
6.03%
APGZX
3.71%
-0.16%
4.09%
14.10%
11.36%
N/A
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SCVAX vs. APGZX - Expense Ratio Comparison
SCVAX has a 1.15% expense ratio, which is higher than APGZX's 0.52% expense ratio.
Risk-Adjusted Performance
SCVAX vs. APGZX — Risk-Adjusted Performance Rank
SCVAX
APGZX
SCVAX vs. APGZX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Allspring Small Company Value Fund (SCVAX) 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
SCVAX vs. APGZX - Dividend Comparison
SCVAX's dividend yield for the trailing twelve months is around 1.21%, more than APGZX's 0.09% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|
SCVAX Allspring Small Company Value Fund | 1.21% | 1.23% | 0.78% | 0.00% | 0.23% | 0.39% | 0.48% | 0.71% | 0.31% | 0.04% | 0.14% |
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% |
Drawdowns
SCVAX vs. APGZX - Drawdown Comparison
The maximum SCVAX drawdown since its inception was -73.54%, which is greater than APGZX's maximum drawdown of -35.56%. Use the drawdown chart below to compare losses from any high point for SCVAX and APGZX. For additional features, visit the drawdowns tool.
Volatility
SCVAX vs. APGZX - Volatility Comparison
The current volatility for Allspring Small Company Value Fund (SCVAX) is 3.48%, while AB Large Cap Growth Fund Class Z (APGZX) has a volatility of 4.94%. This indicates that SCVAX 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.