ACAYX vs. OLGAX

In the year-to-date period, ACAYX achieves a -0.22% return, which is significantly higher than OLGAX's -1.89% return.

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ACAYX has a 0.83% expense ratio, which is lower than OLGAX's 1.01% expense ratio.

This table presents a comparison of risk-adjusted performance metrics for Alger Capital Appreciation Institutional Fund Class Y (ACAYX) and JPMorgan Large Cap Growth Fund Class A (OLGAX). 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 ACAYX Sharpe Ratio is 0.40, which is comparable to the OLGAX Sharpe Ratio of 0.54. The chart below compares the historical Sharpe Ratios of ACAYX and OLGAX, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.

Neither ACAYX nor OLGAX has paid dividends to shareholders.

The maximum ACAYX drawdown since its inception was -52.18%, smaller than the maximum OLGAX drawdown of -64.30%. Use the drawdown chart below to compare losses from any high point for ACAYX and OLGAX. For additional features, visit the drawdowns tool.

Alger Capital Appreciation Institutional Fund Class Y (ACAYX) has a higher volatility of 9.16% compared to JPMorgan Large Cap Growth Fund Class A (OLGAX) at 6.23%. This indicates that ACAYX's price experiences larger fluctuations and is considered to be riskier than OLGAX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.