ACAAX vs. ALVOX

The year-to-date returns for both stocks are quite close, with ACAAX having a 53.69% return and ALVOX slightly lower at 52.21%. Over the past 10 years, ACAAX has outperformed ALVOX with an annualized return of 6.47%, while ALVOX has yielded a comparatively lower 5.19% annualized return.

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ACAAX has a 1.15% expense ratio, which is higher than ALVOX's 0.91% expense ratio.

This table presents a comparison of risk-adjusted performance metrics for Alger Capital Appreciation Fund (ACAAX) and Alger Capital Appreciation Portfolio (ALVOX). 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 ACAAX Sharpe Ratio is 2.65, which is comparable to the ALVOX Sharpe Ratio of 2.62. The chart below compares the historical Sharpe Ratios of ACAAX and ALVOX, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.

ACAAX's dividend yield for the trailing twelve months is around 12.58%, while ALVOX has not paid dividends to shareholders.

The maximum ACAAX drawdown since its inception was -71.48%, which is greater than ALVOX's maximum drawdown of -57.47%. Use the drawdown chart below to compare losses from any high point for ACAAX and ALVOX. For additional features, visit the drawdowns tool.

Alger Capital Appreciation Fund (ACAAX) and Alger Capital Appreciation Portfolio (ALVOX) have volatilities of 6.42% and 6.29%, 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.