TRBCX vs. APGYX
Compare and contrast key facts about T. Rowe Price Blue Chip Growth Fund (TRBCX) and AB Large Cap Growth Fund Advisor Class (APGYX).
TRBCX is managed by T. Rowe Price. It was launched on Jun 30, 1993. APGYX is managed by AllianceBernstein. It was launched on Jan 10, 1996.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: TRBCX or APGYX.
Key characteristics
| TRBCX | APGYX | |
|---|---|---|
| YTD Return | 35.92% | 27.84% |
| 1Y Return | 47.46% | 38.17% |
| 3Y Return (Ann) | 6.45% | 5.71% |
| 5Y Return (Ann) | 15.98% | 14.01% |
| 10Y Return (Ann) | 14.93% | 10.20% |
| Sharpe Ratio | 2.55 | 2.32 |
| Sortino Ratio | 3.31 | 3.07 |
| Omega Ratio | 1.47 | 1.42 |
| Calmar Ratio | 2.35 | 2.25 |
| Martin Ratio | 14.04 | 11.04 |
| Ulcer Index | 3.30% | 3.33% |
| Daily Std Dev | 18.17% | 15.87% |
| Max Drawdown | -54.56% | -69.14% |
| Current Drawdown | 0.00% | 0.00% |
Correlation
The correlation between TRBCX and APGYX 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
TRBCX vs. APGYX - Performance Comparison
In the year-to-date period, TRBCX achieves a 35.92% return, which is significantly higher than APGYX's 27.84% return. Over the past 10 years, TRBCX has outperformed APGYX with an annualized return of 14.93%, while APGYX has yielded a comparatively lower 10.20% 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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TRBCX vs. APGYX - Expense Ratio Comparison
TRBCX has a 0.69% expense ratio, which is higher than APGYX's 0.59% expense ratio.
Risk-Adjusted Performance
TRBCX vs. APGYX - Risk-Adjusted Performance Comparison
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.
Dividends
TRBCX vs. APGYX - Dividend Comparison
TRBCX's dividend yield for the trailing twelve months is around 2.57%, more than APGYX's 0.08% yield.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|
TRBCX T. Rowe Price Blue Chip Growth Fund | 2.57% | 3.49% | 5.87% | 9.38% | 1.19% | 0.36% | 2.44% | 2.94% | 0.67% | 3.26% | 4.85% |
APGYX AB Large Cap Growth Fund Advisor Class | 0.08% | 0.10% | 0.00% | 0.00% | 0.00% | 0.11% | 0.00% | 0.00% | 0.14% | 0.00% | 0.00% |
Drawdowns
TRBCX vs. APGYX - Drawdown Comparison
The maximum TRBCX drawdown since its inception was -54.56%, smaller than the maximum APGYX drawdown of -69.14%. Use the drawdown chart below to compare losses from any high point for TRBCX and APGYX. For additional features, visit the drawdowns tool.
Volatility
TRBCX vs. APGYX - Volatility Comparison
T. Rowe Price Blue Chip Growth Fund (TRBCX) and AB Large Cap Growth Fund Advisor Class (APGYX) have volatilities of 4.93% and 4.72%, 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.