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.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: TPLGX or APGAX.
Key characteristics
| TPLGX | APGAX | |
|---|---|---|
| YTD Return | 36.07% | 27.13% |
| 1Y Return | 39.61% | 34.83% |
| 3Y Return (Ann) | 0.69% | 5.27% |
| 5Y Return (Ann) | 12.11% | 13.17% |
| 10Y Return (Ann) | 12.58% | 9.42% |
| Sharpe Ratio | 2.42 | 2.34 |
| Sortino Ratio | 3.14 | 3.10 |
| Omega Ratio | 1.44 | 1.42 |
| Calmar Ratio | 1.52 | 2.29 |
| Martin Ratio | 12.59 | 11.09 |
| Ulcer Index | 3.37% | 3.34% |
| Daily Std Dev | 17.46% | 15.81% |
| Max Drawdown | -56.03% | -69.97% |
| Current Drawdown | -0.01% | -0.34% |
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.
Performance
TPLGX vs. APGAX - Performance Comparison
In the year-to-date period, TPLGX achieves a 36.07% return, which is significantly higher than APGAX's 27.13% return. Over the past 10 years, TPLGX has outperformed APGAX with an annualized return of 12.58%, while APGAX has yielded a comparatively lower 9.42% annualized return. The chart below displays the growth of a $10,000 investment in both assets, with all prices adjusted for splits and dividends.
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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.
Risk-Adjusted Performance
TPLGX vs. APGAX - Risk-Adjusted Performance 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.
Dividends
TPLGX vs. APGAX - Dividend Comparison
TPLGX's dividend yield for the trailing twelve months is around 0.02%, while APGAX has not paid dividends to shareholders.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
TPLGX T. Rowe Price Institutional Large Cap Core Growth Fund | 0.02% | 0.03% | 0.00% | 0.00% | 0.02% | 0.18% | 0.16% | 0.19% | 0.25% | 0.11% | 0.08% | 0.15% |
APGAX AB Large Cap Growth Fund Class A | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.01% | 0.00% | 0.00% | 0.00% |
Drawdowns
TPLGX vs. APGAX - Drawdown Comparison
The maximum TPLGX drawdown since its inception was -56.03%, smaller than the maximum APGAX drawdown of -69.97%. Use the drawdown chart below to compare losses from any high point for TPLGX and APGAX. For additional features, visit the drawdowns tool.
Volatility
TPLGX vs. APGAX - Volatility Comparison
T. Rowe Price Institutional Large Cap Core Growth Fund (TPLGX) and AB Large Cap Growth Fund Class A (APGAX) have volatilities of 4.92% and 4.74%, respectively, indicating that both stocks experience similar levels of price fluctuations. This suggests that the risk associated with both stocks, as measured by volatility, is nearly the same. The chart below showcases a comparison of their rolling one-month volatility.