TPLGX vs. APGAX
Compare and contrast key facts about T. Rowe Price Institutional Large Cap Core Growth Fund (TPLGX) and AB Large Cap Growth Fund Class A (APGAX).
TPLGX is managed by T. Rowe Price. It was launched on Sep 30, 2003. APGAX is managed by AllianceBernstein. It was launched on Oct 1, 1996.
Performance
TPLGX vs. APGAX - Performance Comparison
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TPLGX vs. APGAX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
TPLGX T. Rowe Price Institutional Large Cap Core Growth Fund | -14.47% | 18.66% | 35.22% | 49.63% | -38.49% | 17.84% | 34.70% | 30.15% | 2.18% | 36.49% |
APGAX AB Large Cap Growth Fund Class A | -12.84% | 12.96% | 25.09% | 34.66% | -28.96% | 28.60% | 34.05% | 33.77% | 1.97% | 31.36% |
Returns By Period
In the year-to-date period, TPLGX achieves a -14.47% return, which is significantly lower than APGAX's -12.84% return. Both investments have delivered pretty close results over the past 10 years, with TPLGX having a 14.45% annualized return and APGAX not far behind at 14.15%.
TPLGX
- 1D
- -0.34%
- 1M
- -8.80%
- YTD
- -14.47%
- 6M
- -12.97%
- 1Y
- 11.57%
- 3Y*
- 20.82%
- 5Y*
- 8.15%
- 10Y*
- 14.45%
APGAX
- 1D
- -0.11%
- 1M
- -10.13%
- YTD
- -12.84%
- 6M
- -12.69%
- 1Y
- 7.50%
- 3Y*
- 14.10%
- 5Y*
- 8.44%
- 10Y*
- 14.15%
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TPLGX vs. APGAX - Expense Ratio Comparison
TPLGX has a 0.57% expense ratio, which is lower than APGAX's 0.84% expense ratio.
Return for Risk
TPLGX vs. APGAX — Risk / Return Rank
TPLGX
APGAX
TPLGX vs. APGAX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for T. Rowe Price Institutional Large Cap Core Growth Fund (TPLGX) and AB Large Cap Growth Fund Class A (APGAX). 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.
| TPLGX | APGAX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.52 | 0.39 | +0.14 |
Sortino ratioReturn per unit of downside risk | 0.92 | 0.71 | +0.21 |
Omega ratioGain probability vs. loss probability | 1.13 | 1.10 | +0.03 |
Calmar ratioReturn relative to maximum drawdown | 0.51 | 0.32 | +0.18 |
Martin ratioReturn relative to average drawdown | 1.78 | 1.26 | +0.52 |
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
| TPLGX | APGAX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.52 | 0.39 | +0.14 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.34 | 0.42 | -0.08 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.64 | 0.72 | -0.09 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.52 | 0.51 | +0.01 |
Correlation
The correlation between TPLGX and APGAX is 0.95, 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
TPLGX vs. APGAX - Dividend Comparison
TPLGX's dividend yield for the trailing twelve months is around 23.73%, more than APGAX's 12.98% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
TPLGX T. Rowe Price Institutional Large Cap Core Growth Fund | 23.73% | 20.30% | 12.87% | 3.70% | 4.39% | 8.81% | 0.59% | 0.60% | 1.65% | 1.39% | 0.25% | 0.44% |
APGAX AB Large Cap Growth Fund Class A | 12.98% | 11.31% | 7.44% | 1.75% | 0.97% | 8.04% | 2.87% | 3.66% | 9.96% | 4.09% | 2.74% | 9.23% |
Drawdowns
TPLGX vs. APGAX - Drawdown Comparison
The maximum TPLGX drawdown since its inception was -54.57%, smaller than the maximum APGAX drawdown of -67.19%. Use the drawdown chart below to compare losses from any high point for TPLGX and APGAX.
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Drawdown Indicators
| TPLGX | APGAX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -54.57% | -67.19% | +12.62% |
Max Drawdown (1Y)Largest decline over 1 year | -17.15% | -15.33% | -1.82% |
Max Drawdown (5Y)Largest decline over 5 years | -43.45% | -34.04% | -9.41% |
Max Drawdown (10Y)Largest decline over 10 years | -43.45% | -34.04% | -9.41% |
Current DrawdownCurrent decline from peak | -17.15% | -15.33% | -1.82% |
Average DrawdownAverage peak-to-trough decline | -8.71% | -19.51% | +10.80% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 4.88% | 3.94% | +0.94% |
Volatility
TPLGX vs. APGAX - Volatility Comparison
T. Rowe Price Institutional Large Cap Core Growth Fund (TPLGX) has a higher volatility of 5.55% compared to AB Large Cap Growth Fund Class A (APGAX) at 5.12%. This indicates that TPLGX's price experiences larger fluctuations and is considered to be riskier than APGAX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| TPLGX | APGAX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 5.55% | 5.12% | +0.43% |
Volatility (6M)Calculated over the trailing 6-month period | 11.76% | 10.80% | +0.96% |
Volatility (1Y)Calculated over the trailing 1-year period | 22.38% | 19.92% | +2.46% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 24.27% | 20.13% | +4.14% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 22.84% | 19.60% | +3.24% |