TRBCX vs. APGYX

In the year-to-date period, TRBCX achieves a 0.93% return, which is significantly lower than APGYX's 0.99% return. Over the past 10 years, TRBCX has underperformed APGYX with an annualized return of 14.15%, while APGYX has yielded a comparatively higher 15.04% annualized return.

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TRBCX has a 0.69% expense ratio, which is higher than APGYX's 0.59% expense ratio.

This table presents a comparison of risk-adjusted performance metrics for T. Rowe Price Blue Chip Growth Fund (TRBCX) and AB Large Cap Growth Fund Advisor Class (APGYX). 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.

The current TRBCX Sharpe Ratio is 0.73, which is higher than the APGYX Sharpe Ratio of 0.53. The chart below compares the historical Sharpe Ratios of TRBCX and APGYX, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.

TRBCX's dividend yield for the trailing twelve months is around 8.99%, more than APGYX's 6.52% yield.

The maximum TRBCX drawdown since its inception was -54.56%, smaller than the maximum APGYX drawdown of -66.33%. Use the drawdown chart below to compare losses from any high point for TRBCX and APGYX. For additional features, visit the drawdowns tool.

T. Rowe Price Blue Chip Growth Fund (TRBCX) has a higher volatility of 7.97% compared to AB Large Cap Growth Fund Advisor Class (APGYX) at 7.00%. This indicates that TRBCX's price experiences larger fluctuations and is considered to be riskier than APGYX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.