ALBAX vs. SMGIX

In the year-to-date period, ALBAX achieves a 0.35% return, which is significantly higher than SMGIX's -0.54% return. Over the past 10 years, ALBAX has outperformed SMGIX with an annualized return of 9.96%, while SMGIX has yielded a comparatively lower 5.46% annualized return.

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ALBAX has a 0.98% expense ratio, which is higher than SMGIX's 0.75% expense ratio.

This table presents a comparison of risk-adjusted performance metrics for Alger Growth & Income Fund (ALBAX) and Columbia Contrarian Core Fund (SMGIX). 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 ALBAX Sharpe Ratio is 0.54, which is higher than the SMGIX Sharpe Ratio of -0.01. The chart below compares the historical Sharpe Ratios of ALBAX and SMGIX, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.

ALBAX's dividend yield for the trailing twelve months is around 1.11%, more than SMGIX's 0.60% yield.

The maximum ALBAX drawdown since its inception was -40.56%, smaller than the maximum SMGIX drawdown of -57.95%. Use the drawdown chart below to compare losses from any high point for ALBAX and SMGIX. For additional features, visit the drawdowns tool.

The current volatility for Alger Growth & Income Fund (ALBAX) is 4.44%, while Columbia Contrarian Core Fund (SMGIX) has a volatility of 4.99%. This indicates that ALBAX experiences smaller price fluctuations and is considered to be less risky than SMGIX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.