ACAZX vs. DREVX

In the year-to-date period, ACAZX achieves a -4.51% return, which is significantly higher than DREVX's -7.86% return. Over the past 10 years, ACAZX has underperformed DREVX with an annualized return of 4.78%, while DREVX has yielded a comparatively higher 12.51% annualized return.

Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.

ACAZX has a 0.85% expense ratio, which is higher than DREVX's 0.70% expense ratio.

This table presents a comparison of risk-adjusted performance metrics for Alger Capital Appreciation Fund Class Z (ACAZX) and BNY Mellon Large Cap Securities Fund (DREVX). 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 ACAZX Sharpe Ratio is 0.29, which is higher than the DREVX Sharpe Ratio of 0.11. The chart below compares the historical Sharpe Ratios of ACAZX and DREVX, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.

ACAZX has not paid dividends to shareholders, while DREVX's dividend yield for the trailing twelve months is around 0.26%.

The maximum ACAZX drawdown since its inception was -53.72%, roughly equal to the maximum DREVX drawdown of -54.68%. Use the drawdown chart below to compare losses from any high point for ACAZX and DREVX. For additional features, visit the drawdowns tool.