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.
Performance
SCVAX vs. APGZX - Performance Comparison
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SCVAX vs. APGZX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
SCVAX Allspring Small Company Value Fund | 4.92% | 1.75% | 8.22% | 15.19% | -12.13% | 36.81% | 1.99% | 22.20% | -14.18% | 11.58% |
APGZX AB Large Cap Growth Fund Class Z | -12.76% | 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, SCVAX achieves a 4.92% return, which is significantly higher than APGZX's -12.76% return. Over the past 10 years, SCVAX has underperformed APGZX with an annualized return of 9.15%, while APGZX has yielded a comparatively higher 14.52% annualized return.
SCVAX
- 1D
- -0.63%
- 1M
- -5.88%
- YTD
- 4.92%
- 6M
- 4.82%
- 1Y
- 15.14%
- 3Y*
- 9.55%
- 5Y*
- 5.18%
- 10Y*
- 9.15%
APGZX
- 1D
- -0.10%
- 1M
- -10.09%
- YTD
- -12.76%
- 6M
- -12.55%
- 1Y
- 7.79%
- 3Y*
- 14.45%
- 5Y*
- 8.77%
- 10Y*
- 14.52%
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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.
Return for Risk
SCVAX vs. APGZX — Risk / Return Rank
SCVAX
APGZX
SCVAX vs. APGZX - Risk-Adjusted Trends 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.
| SCVAX | APGZX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.73 | 0.40 | +0.33 |
Sortino ratioReturn per unit of downside risk | 1.17 | 0.73 | +0.43 |
Omega ratioGain probability vs. loss probability | 1.16 | 1.10 | +0.06 |
Calmar ratioReturn relative to maximum drawdown | 0.98 | 0.34 | +0.64 |
Martin ratioReturn relative to average drawdown | 3.77 | 1.34 | +2.42 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
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Sharpe Ratios by Period
| SCVAX | APGZX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.73 | 0.40 | +0.33 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.25 | 0.44 | -0.19 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.40 | 0.74 | -0.35 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.44 | 0.73 | -0.29 |
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.
Dividends
SCVAX vs. APGZX - Dividend Comparison
SCVAX's dividend yield for the trailing twelve months is around 5.60%, less than APGZX's 11.19% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
SCVAX Allspring Small Company Value Fund | 5.60% | 5.88% | 8.23% | 0.77% | 4.33% | 6.02% | 0.39% | 0.48% | 0.71% | 0.30% | 0.04% | 0.13% |
APGZX AB Large Cap Growth Fund Class Z | 11.19% | 9.77% | 6.62% | 1.69% | 0.87% | 7.19% | 2.60% | 3.49% | 9.11% | 3.78% | 2.72% | 0.00% |
Drawdowns
SCVAX vs. APGZX - Drawdown Comparison
The maximum SCVAX drawdown since its inception was -70.30%, which is greater than APGZX's maximum drawdown of -33.87%. Use the drawdown chart below to compare losses from any high point for SCVAX and APGZX.
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Drawdown Indicators
| SCVAX | APGZX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -70.30% | -33.87% | -36.43% |
Max Drawdown (1Y)Largest decline over 1 year | -13.76% | -15.21% | +1.45% |
Max Drawdown (5Y)Largest decline over 5 years | -26.83% | -33.87% | +7.04% |
Max Drawdown (10Y)Largest decline over 10 years | -46.64% | -33.87% | -12.77% |
Current DrawdownCurrent decline from peak | -6.92% | -15.21% | +8.29% |
Average DrawdownAverage peak-to-trough decline | -10.67% | -6.08% | -4.59% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 3.59% | 3.90% | -0.31% |
Volatility
SCVAX vs. APGZX - Volatility Comparison
Allspring Small Company Value Fund (SCVAX) has a higher volatility of 5.41% compared to AB Large Cap Growth Fund Class Z (APGZX) at 5.13%. This indicates that SCVAX's price experiences larger fluctuations and is considered to be riskier than APGZX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| SCVAX | APGZX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 5.41% | 5.13% | +0.28% |
Volatility (6M)Calculated over the trailing 6-month period | 12.54% | 10.81% | +1.73% |
Volatility (1Y)Calculated over the trailing 1-year period | 21.57% | 19.91% | +1.66% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 20.87% | 20.12% | +0.75% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 23.23% | 19.60% | +3.63% |