ALBAX vs. NSEPX
Compare and contrast key facts about Alger Growth & Income Fund (ALBAX) and Columbia Select Large Cap Equity Fund (NSEPX).
ALBAX is managed by Alger. It was launched on Dec 31, 1996. NSEPX is managed by Columbia Threadneedle. It was launched on Oct 2, 1998.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: ALBAX or NSEPX.
Correlation
The correlation between ALBAX and NSEPX is 0.94, 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.
Performance
ALBAX vs. NSEPX - Performance Comparison
Key characteristics
ALBAX:
2.05
NSEPX:
1.38
ALBAX:
2.69
NSEPX:
1.87
ALBAX:
1.37
NSEPX:
1.25
ALBAX:
3.14
NSEPX:
2.06
ALBAX:
13.10
NSEPX:
7.30
ALBAX:
1.86%
NSEPX:
2.57%
ALBAX:
11.90%
NSEPX:
13.65%
ALBAX:
-40.56%
NSEPX:
-54.89%
ALBAX:
0.00%
NSEPX:
-1.94%
Returns By Period
The year-to-date returns for both stocks are quite close, with ALBAX having a 4.00% return and NSEPX slightly lower at 3.85%. Over the past 10 years, ALBAX has outperformed NSEPX with an annualized return of 11.05%, while NSEPX has yielded a comparatively lower 7.72% annualized return.
ALBAX
4.00%
1.63%
11.07%
23.61%
13.92%
11.05%
NSEPX
3.85%
1.12%
8.99%
17.78%
9.32%
7.72%
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ALBAX vs. NSEPX - Expense Ratio Comparison
ALBAX has a 0.98% expense ratio, which is higher than NSEPX's 0.55% expense ratio.
Risk-Adjusted Performance
ALBAX vs. NSEPX — Risk-Adjusted Performance Rank
ALBAX
NSEPX
ALBAX vs. NSEPX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Alger Growth & Income Fund (ALBAX) and Columbia Select Large Cap Equity Fund (NSEPX). 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.
Dividends
ALBAX vs. NSEPX - Dividend Comparison
ALBAX's dividend yield for the trailing twelve months is around 1.03%, more than NSEPX's 0.50% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
ALBAX Alger Growth & Income Fund | 1.03% | 1.08% | 1.29% | 1.24% | 0.85% | 1.20% | 1.46% | 1.64% | 1.19% | 1.53% | 1.57% | 1.78% |
NSEPX Columbia Select Large Cap Equity Fund | 0.50% | 0.52% | 0.95% | 1.04% | 0.96% | 1.47% | 1.06% | 1.44% | 0.79% | 1.17% | 2.01% | 1.08% |
Drawdowns
ALBAX vs. NSEPX - Drawdown Comparison
The maximum ALBAX drawdown since its inception was -40.56%, smaller than the maximum NSEPX drawdown of -54.89%. Use the drawdown chart below to compare losses from any high point for ALBAX and NSEPX. For additional features, visit the drawdowns tool.
Volatility
ALBAX vs. NSEPX - Volatility Comparison
The current volatility for Alger Growth & Income Fund (ALBAX) is 3.38%, while Columbia Select Large Cap Equity Fund (NSEPX) has a volatility of 4.17%. This indicates that ALBAX experiences smaller price fluctuations and is considered to be less risky than NSEPX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.