ACAZX vs. DGRW
Compare and contrast key facts about Alger Capital Appreciation Fund Class Z (ACAZX) and WisdomTree U.S. Dividend Growth Fund (DGRW).
ACAZX is managed by Alger. It was launched on Dec 29, 2010. DGRW is a passively managed fund by WisdomTree that tracks the performance of the WisdomTree U.S. Dividend Growth Index. It was launched on May 22, 2013.
Performance
ACAZX vs. DGRW - Performance Comparison
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ACAZX vs. DGRW - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
ACAZX Alger Capital Appreciation Fund Class Z | -10.36% | 31.33% | 69.38% | 43.53% | -36.63% | 18.48% | 42.23% | 33.63% | -0.61% | 31.78% |
DGRW WisdomTree U.S. Dividend Growth Fund | -1.22% | 12.17% | 16.98% | 18.66% | -6.33% | 24.46% | 13.87% | 29.54% | -5.38% | 26.90% |
Returns By Period
In the year-to-date period, ACAZX achieves a -10.36% return, which is significantly lower than DGRW's -1.22% return. Over the past 10 years, ACAZX has outperformed DGRW with an annualized return of 18.61%, while DGRW has yielded a comparatively lower 13.07% annualized return.
ACAZX
- 1D
- 4.90%
- 1M
- -4.85%
- YTD
- -10.36%
- 6M
- -11.71%
- 1Y
- 31.90%
- 3Y*
- 36.05%
- 5Y*
- 15.79%
- 10Y*
- 18.61%
DGRW
- 1D
- 0.28%
- 1M
- -5.15%
- YTD
- -1.22%
- 6M
- -0.48%
- 1Y
- 11.58%
- 3Y*
- 14.04%
- 5Y*
- 10.87%
- 10Y*
- 13.07%
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ACAZX vs. DGRW - Expense Ratio Comparison
ACAZX has a 0.85% expense ratio, which is higher than DGRW's 0.28% expense ratio.
Return for Risk
ACAZX vs. DGRW — Risk / Return Rank
ACAZX
DGRW
ACAZX vs. DGRW - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Alger Capital Appreciation Fund Class Z (ACAZX) and WisdomTree U.S. Dividend Growth Fund (DGRW). 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.
| ACAZX | DGRW | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 1.22 | 0.75 | +0.47 |
Sortino ratioReturn per unit of downside risk | 1.82 | 1.19 | +0.63 |
Omega ratioGain probability vs. loss probability | 1.25 | 1.18 | +0.07 |
Calmar ratioReturn relative to maximum drawdown | 1.74 | 1.05 | +0.69 |
Martin ratioReturn relative to average drawdown | 5.69 | 4.75 | +0.94 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
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Sharpe Ratios by Period
| ACAZX | DGRW | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.22 | 0.75 | +0.47 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.55 | 0.78 | -0.23 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.74 | 0.81 | -0.07 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.70 | 0.81 | -0.11 |
Correlation
The correlation between ACAZX and DGRW is 0.79, 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.
Dividends
ACAZX vs. DGRW - Dividend Comparison
ACAZX's dividend yield for the trailing twelve months is around 9.85%, more than DGRW's 1.43% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
ACAZX Alger Capital Appreciation Fund Class Z | 9.85% | 8.83% | 23.61% | 6.65% | 4.13% | 22.24% | 14.91% | 7.87% | 11.23% | 6.60% | 0.82% | 8.15% |
DGRW WisdomTree U.S. Dividend Growth Fund | 1.43% | 1.43% | 1.55% | 1.74% | 2.15% | 1.78% | 1.93% | 2.20% | 2.42% | 1.71% | 2.13% | 2.18% |
Drawdowns
ACAZX vs. DGRW - Drawdown Comparison
The maximum ACAZX drawdown since its inception was -47.92%, which is greater than DGRW's maximum drawdown of -32.04%. Use the drawdown chart below to compare losses from any high point for ACAZX and DGRW.
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Drawdown Indicators
| ACAZX | DGRW | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -47.92% | -32.04% | -15.88% |
Max Drawdown (1Y)Largest decline over 1 year | -18.97% | -11.30% | -7.67% |
Max Drawdown (5Y)Largest decline over 5 years | -47.92% | -17.27% | -30.65% |
Max Drawdown (10Y)Largest decline over 10 years | -47.92% | -32.04% | -15.88% |
Current DrawdownCurrent decline from peak | -15.00% | -5.69% | -9.31% |
Average DrawdownAverage peak-to-trough decline | -8.40% | -3.04% | -5.36% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 5.81% | 2.51% | +3.30% |
Volatility
ACAZX vs. DGRW - Volatility Comparison
Alger Capital Appreciation Fund Class Z (ACAZX) has a higher volatility of 9.11% compared to WisdomTree U.S. Dividend Growth Fund (DGRW) at 4.64%. This indicates that ACAZX's price experiences larger fluctuations and is considered to be riskier than DGRW based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| ACAZX | DGRW | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 9.11% | 4.64% | +4.47% |
Volatility (6M)Calculated over the trailing 6-month period | 16.96% | 7.73% | +9.23% |
Volatility (1Y)Calculated over the trailing 1-year period | 27.82% | 15.41% | +12.41% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 28.95% | 13.98% | +14.97% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 25.35% | 16.21% | +9.14% |