ALGRX vs. DFUS
Compare and contrast key facts about Alger Focus Equity Fund (ALGRX) and Dimensional U.S. Equity ETF (DFUS).
ALGRX is managed by Alger. It was launched on Nov 8, 1993. DFUS is an actively managed fund by Dimensional Fund Advisors LP. It was launched on Jun 14, 2021.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: ALGRX or DFUS.
Correlation
The correlation between ALGRX and DFUS is 0.92, 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
ALGRX vs. DFUS - Performance Comparison
Key characteristics
ALGRX:
2.09
DFUS:
1.77
ALGRX:
2.63
DFUS:
2.39
ALGRX:
1.37
DFUS:
1.33
ALGRX:
2.90
DFUS:
2.69
ALGRX:
12.33
DFUS:
10.80
ALGRX:
3.71%
DFUS:
2.16%
ALGRX:
21.87%
DFUS:
13.13%
ALGRX:
-64.60%
DFUS:
-24.62%
ALGRX:
-1.98%
DFUS:
-0.58%
Returns By Period
In the year-to-date period, ALGRX achieves a 6.69% return, which is significantly higher than DFUS's 4.08% return.
ALGRX
6.69%
1.44%
26.32%
48.26%
14.76%
13.74%
DFUS
4.08%
0.79%
10.81%
24.10%
N/A
N/A
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ALGRX vs. DFUS - Expense Ratio Comparison
ALGRX has a 0.89% expense ratio, which is higher than DFUS's 0.11% expense ratio.
Risk-Adjusted Performance
ALGRX vs. DFUS — Risk-Adjusted Performance Rank
ALGRX
DFUS
ALGRX vs. DFUS - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Alger Focus Equity Fund (ALGRX) and Dimensional U.S. Equity ETF (DFUS). 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
ALGRX vs. DFUS - Dividend Comparison
ALGRX has not paid dividends to shareholders, while DFUS's dividend yield for the trailing twelve months is around 1.00%.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | |
|---|---|---|---|---|---|---|---|
ALGRX Alger Focus Equity Fund | 0.00% | 0.00% | 0.10% | 0.07% | 0.00% | 0.00% | 0.16% |
DFUS Dimensional U.S. Equity ETF | 1.00% | 1.04% | 1.33% | 1.48% | 0.85% | 0.00% | 0.00% |
Drawdowns
ALGRX vs. DFUS - Drawdown Comparison
The maximum ALGRX drawdown since its inception was -64.60%, which is greater than DFUS's maximum drawdown of -24.62%. Use the drawdown chart below to compare losses from any high point for ALGRX and DFUS. For additional features, visit the drawdowns tool.
Volatility
ALGRX vs. DFUS - Volatility Comparison
Alger Focus Equity Fund (ALGRX) has a higher volatility of 9.38% compared to Dimensional U.S. Equity ETF (DFUS) at 2.97%. This indicates that ALGRX's price experiences larger fluctuations and is considered to be riskier than DFUS based on this measure. The chart below showcases a comparison of their rolling one-month volatility.