ALARX vs. SEEGX

In the year-to-date period, ALARX achieves a 0.68% return, which is significantly lower than SEEGX's 1.86% return. Over the past 10 years, ALARX has underperformed SEEGX with an annualized return of 5.31%, while SEEGX has yielded a comparatively higher 9.07% annualized return.

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ALARX has a 1.12% expense ratio, which is higher than SEEGX's 0.69% expense ratio.

This table presents a comparison of risk-adjusted performance metrics for Alger Capital Appreciation Institutional Fund (ALARX) and JPMorgan Large Cap Growth Fund (SEEGX). 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 ALARX Sharpe Ratio is 1.04, which is comparable to the SEEGX Sharpe Ratio of 1.48. The chart below compares the historical Sharpe Ratios of ALARX and SEEGX, 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 ALARX nor SEEGX has paid dividends to shareholders.

The maximum ALARX drawdown since its inception was -69.38%, which is greater than SEEGX's maximum drawdown of -64.32%. Use the drawdown chart below to compare losses from any high point for ALARX and SEEGX. For additional features, visit the drawdowns tool.

Alger Capital Appreciation Institutional Fund (ALARX) has a higher volatility of 9.07% compared to JPMorgan Large Cap Growth Fund (SEEGX) at 6.10%. This indicates that ALARX's price experiences larger fluctuations and is considered to be riskier than SEEGX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.