ALBAX vs. SLVRX
Compare and contrast key facts about Alger Growth & Income Fund (ALBAX) and Columbia Select Large Cap Value Fund Class R (SLVRX).
ALBAX is managed by Alger. It was launched on Dec 31, 1996. SLVRX is managed by Columbia. It was launched on Apr 30, 2003.
Performance
ALBAX vs. SLVRX - Performance Comparison
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ALBAX vs. SLVRX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
ALBAX Alger Growth & Income Fund | -4.27% | 19.89% | 21.81% | 22.60% | -14.12% | 30.79% | 15.22% | 28.92% | -4.72% | 20.18% |
SLVRX Columbia Select Large Cap Value Fund Class R | 0.13% | 27.32% | 12.24% | 5.25% | -1.30% | 26.02% | 5.92% | 26.26% | -12.52% | 18.96% |
Returns By Period
In the year-to-date period, ALBAX achieves a -4.27% return, which is significantly lower than SLVRX's 0.13% return. Over the past 10 years, ALBAX has outperformed SLVRX with an annualized return of 13.60%, while SLVRX has yielded a comparatively lower 12.07% annualized return.
ALBAX
- 1D
- -0.42%
- 1M
- -7.26%
- YTD
- -4.27%
- 6M
- -0.85%
- 1Y
- 19.30%
- 3Y*
- 17.80%
- 5Y*
- 12.48%
- 10Y*
- 13.60%
SLVRX
- 1D
- -0.60%
- 1M
- -8.87%
- YTD
- 0.13%
- 6M
- 9.17%
- 1Y
- 24.03%
- 3Y*
- 15.22%
- 5Y*
- 10.31%
- 10Y*
- 12.07%
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ALBAX vs. SLVRX - Expense Ratio Comparison
ALBAX has a 0.98% expense ratio, which is lower than SLVRX's 1.05% expense ratio.
Return for Risk
ALBAX vs. SLVRX — Risk / Return Rank
ALBAX
SLVRX
ALBAX vs. SLVRX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Alger Growth & Income Fund (ALBAX) and Columbia Select Large Cap Value Fund Class R (SLVRX). 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.
| ALBAX | SLVRX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 1.17 | 1.48 | -0.31 |
Sortino ratioReturn per unit of downside risk | 1.73 | 2.00 | -0.27 |
Omega ratioGain probability vs. loss probability | 1.26 | 1.32 | -0.05 |
Calmar ratioReturn relative to maximum drawdown | 1.58 | 1.87 | -0.29 |
Martin ratioReturn relative to average drawdown | 7.60 | 8.01 | -0.41 |
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
| ALBAX | SLVRX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.17 | 1.48 | -0.31 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.81 | 0.65 | +0.16 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.79 | 0.65 | +0.15 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.63 | 0.46 | +0.18 |
Correlation
The correlation between ALBAX and SLVRX is 0.86, 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
ALBAX vs. SLVRX - Dividend Comparison
ALBAX's dividend yield for the trailing twelve months is around 0.95%, less than SLVRX's 8.48% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
ALBAX Alger Growth & Income Fund | 0.95% | 0.74% | 1.08% | 0.98% | 1.24% | 4.17% | 2.55% | 5.00% | 6.75% | 2.35% | 1.56% | 3.75% |
SLVRX Columbia Select Large Cap Value Fund Class R | 8.48% | 8.50% | 3.27% | 3.42% | 1.15% | 5.83% | 7.46% | 6.83% | 4.60% | 3.92% | 8.22% | 4.27% |
Drawdowns
ALBAX vs. SLVRX - Drawdown Comparison
The maximum ALBAX drawdown since its inception was -40.56%, smaller than the maximum SLVRX drawdown of -60.20%. Use the drawdown chart below to compare losses from any high point for ALBAX and SLVRX.
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Drawdown Indicators
| ALBAX | SLVRX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -40.56% | -60.20% | +19.64% |
Max Drawdown (1Y)Largest decline over 1 year | -11.37% | -12.41% | +1.04% |
Max Drawdown (5Y)Largest decline over 5 years | -22.06% | -18.53% | -3.53% |
Max Drawdown (10Y)Largest decline over 10 years | -34.26% | -41.51% | +7.25% |
Current DrawdownCurrent decline from peak | -7.86% | -9.03% | +1.17% |
Average DrawdownAverage peak-to-trough decline | -7.38% | -7.47% | +0.09% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 2.36% | 2.89% | -0.53% |
Volatility
ALBAX vs. SLVRX - Volatility Comparison
Alger Growth & Income Fund (ALBAX) has a higher volatility of 4.09% compared to Columbia Select Large Cap Value Fund Class R (SLVRX) at 3.73%. This indicates that ALBAX's price experiences larger fluctuations and is considered to be riskier than SLVRX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| ALBAX | SLVRX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 4.09% | 3.73% | +0.36% |
Volatility (6M)Calculated over the trailing 6-month period | 9.31% | 9.04% | +0.27% |
Volatility (1Y)Calculated over the trailing 1-year period | 17.20% | 16.96% | +0.24% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 15.46% | 15.86% | -0.40% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 17.20% | 18.68% | -1.48% |