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.
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
Key characteristics
TRBCX:
2.23
APGYX:
1.20
TRBCX:
2.91
APGYX:
1.59
TRBCX:
1.41
APGYX:
1.23
TRBCX:
2.59
APGYX:
1.77
TRBCX:
11.93
APGYX:
5.77
TRBCX:
3.30%
APGYX:
3.64%
TRBCX:
17.63%
APGYX:
17.54%
TRBCX:
-54.56%
APGYX:
-69.14%
TRBCX:
-2.80%
APGYX:
-8.73%
Returns By Period
In the year-to-date period, TRBCX achieves a 37.66% return, which is significantly higher than APGYX's 19.23% return. Over the past 10 years, TRBCX has outperformed APGYX with an annualized return of 15.05%, while APGYX has yielded a comparatively lower 10.71% annualized return.
TRBCX
37.66%
2.41%
10.57%
37.99%
14.91%
15.05%
APGYX
19.23%
-4.14%
-0.83%
19.70%
11.90%
10.71%
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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 8.94%, while APGYX has not paid dividends to shareholders.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|
TRBCX T. Rowe Price Blue Chip Growth Fund | 8.94% | 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 | 0.00% | 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
The current volatility for T. Rowe Price Blue Chip Growth Fund (TRBCX) is 4.83%, while AB Large Cap Growth Fund Advisor Class (APGYX) has a volatility of 8.27%. This indicates that TRBCX experiences smaller price fluctuations and is considered to be less risky than APGYX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.