ALGRX vs. GQEPX
Compare and contrast key facts about Alger Focus Equity Fund (ALGRX) and GQG Partners US Select Quality Equity Fund Investor Shares (GQEPX).
ALGRX is managed by Alger. It was launched on Nov 8, 1993. GQEPX is managed by GQG Partners Inc. It was launched on Sep 28, 2018.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: ALGRX or GQEPX.
Correlation
The correlation between ALGRX and GQEPX is 0.83, 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. GQEPX - Performance Comparison
Key characteristics
ALGRX:
2.84
GQEPX:
1.44
ALGRX:
3.55
GQEPX:
1.93
ALGRX:
1.49
GQEPX:
1.28
ALGRX:
2.30
GQEPX:
2.29
ALGRX:
16.11
GQEPX:
6.99
ALGRX:
3.56%
GQEPX:
3.82%
ALGRX:
20.16%
GQEPX:
18.64%
ALGRX:
-64.60%
GQEPX:
-28.45%
ALGRX:
-1.24%
GQEPX:
-8.40%
Returns By Period
In the year-to-date period, ALGRX achieves a 57.33% return, which is significantly higher than GQEPX's 27.02% return.
ALGRX
57.33%
3.25%
21.03%
56.97%
15.80%
13.69%
GQEPX
27.02%
-6.45%
-0.30%
26.47%
15.50%
N/A
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ALGRX vs. GQEPX - Expense Ratio Comparison
ALGRX has a 0.89% expense ratio, which is higher than GQEPX's 0.59% expense ratio.
Risk-Adjusted Performance
ALGRX vs. GQEPX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Alger Focus Equity Fund (ALGRX) and GQG Partners US Select Quality Equity Fund Investor Shares (GQEPX). 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. GQEPX - Dividend Comparison
ALGRX has not paid dividends to shareholders, while GQEPX's dividend yield for the trailing twelve months is around 0.34%.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | |
|---|---|---|---|---|---|---|---|
ALGRX Alger Focus Equity Fund | 0.00% | 0.10% | 0.07% | 0.00% | 0.00% | 0.16% | 0.00% |
GQEPX GQG Partners US Select Quality Equity Fund Investor Shares | 0.34% | 0.44% | 1.68% | 0.81% | 0.07% | 0.63% | 0.10% |
Drawdowns
ALGRX vs. GQEPX - Drawdown Comparison
The maximum ALGRX drawdown since its inception was -64.60%, which is greater than GQEPX's maximum drawdown of -28.45%. Use the drawdown chart below to compare losses from any high point for ALGRX and GQEPX. For additional features, visit the drawdowns tool.
Volatility
ALGRX vs. GQEPX - Volatility Comparison
The current volatility for Alger Focus Equity Fund (ALGRX) is 6.51%, while GQG Partners US Select Quality Equity Fund Investor Shares (GQEPX) has a volatility of 8.21%. This indicates that ALGRX experiences smaller price fluctuations and is considered to be less risky than GQEPX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.