ALSCX vs. AAGOX
ALSCX (Alger Small Cap Growth Fund) and AAGOX (Alger Large Cap Growth Portfolio Fund) are both mutual funds - ALSCX is a Small Cap Growth Equities fund managed by Alger, while AAGOX is a Large Cap Growth Equities fund managed by Alger. Over the past 10 years, ALSCX returned 10.99%/yr vs 18.53%/yr for AAGOX. Their correlation of 0.86 means they have usually moved in the same direction. ALSCX charges 1.96%/yr vs 0.82%/yr for AAGOX.
Performance
ALSCX vs. AAGOX - Performance Comparison
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Returns By Period
In the year-to-date period, ALSCX achieves a 22.89% return, which is significantly higher than AAGOX's 14.64% return. Over the past 10 years, ALSCX has underperformed AAGOX with an annualized return of 10.99%, while AAGOX has yielded a comparatively higher 18.53% annualized return.
ALSCX
- 1D
- -0.11%
- 1M
- 1.85%
- 6M
- 19.28%
- YTD
- 22.89%
- 1Y
- 38.99%
- 3Y*
- 14.03%
- 5Y*
- -0.94%
- 10Y*
- 10.99%
- ALL TIME*
- 3.50%
AAGOX
- 1D
- 1.79%
- 1M
- -3.28%
- 6M
- 14.71%
- YTD
- 14.64%
- 1Y
- 29.33%
- 3Y*
- 29.94%
- 5Y*
- 11.49%
- 10Y*
- 18.53%
- ALL TIME*
- 12.08%
Liquidity Comparison
| Position | Avg. Volume Value (2W) | Avg. Volume Value (1M) | Avg. Volume Value (3M) |
|---|---|---|---|
| $0.00 | $0.00 | $0.00 | |
| $0.00 | $0.00 | $0.00 |
ALSCX vs. AAGOX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
ALSCX Alger Small Cap Growth Fund | 22.89% | 7.80% | 9.47% | 16.25% | -37.61% | -3.35% | 63.82% | 28.12% | 1.20% | 25.24% |
AAGOX Alger Large Cap Growth Portfolio Fund | 14.64% | 29.82% | 42.89% | 32.67% | -38.76% | 12.63% | 67.21% | 27.43% | 2.36% | 28.61% |
Correlation
The correlation between ALSCX and AAGOX is 0.76, which is moderate. They have sometimes moved together and sometimes differently, sharing some price drivers without tracking each other closely.
| Correlation | |
|---|---|
Correlation (1Y) Focuses on recent behavior, but can change the most. | 0.76 |
Correlation (3Y) Balances recent behavior with more history. | 0.74 |
Correlation (5Y) Shows whether the relationship held over a longer period. | 0.81 |
Correlation (10Y) Provides a long-term view across more market conditions. | 0.84 |
Correlation (All Time) Calculated using the full available price history since Jun 20, 1996 | 0.86 |
The correlation between ALSCX and AAGOX shifts across timeframes, from 0.74 (3 years) to 0.86 (all time), reflecting how their relationship changes across market environments.
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Return for Risk
ALSCX vs. AAGOX — Risk / Return Rank
ALSCX
AAGOX
ALSCX vs. AAGOX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Alger Small Cap Growth Fund (ALSCX) and Alger Large Cap Growth Portfolio Fund (AAGOX). 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.
Values are calculated on a 1-year rolling basis and updated daily. Risk-adjusted metrics are more stable over longer periods — use the period switch above to explore them.
| ALSCX | AAGOX | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | +0.47 | ||
| Sortino ratioReturn per unit of downside risk | +0.58 | ||
| Omega ratioGain probability vs. loss probability | 1.24 | 1.17 | +0.07 |
| Calmar ratioReturn relative to maximum drawdown | 1.93 | 1.42 | +0.52 |
| Martin ratioReturn relative to average drawdown | 6.47 | 3.98 | +2.49 |
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Drawdowns
ALSCX vs. AAGOX - Drawdown Comparison
The maximum ALSCX drawdown since its inception was -76.39%, which is greater than AAGOX's maximum drawdown of -60.22%. Use the drawdown chart below to compare losses from any high point for ALSCX and AAGOX.
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Drawdown Indicators
| ALSCX | AAGOX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -76.39% | -60.22% | -16.17% |
Max Drawdown (1Y)Largest decline over 1 year | -19.23% | -18.11% | -1.12% |
Max Drawdown (3Y)Largest decline over 3 years | -34.29% | -27.34% | -6.95% |
Max Drawdown (5Y)Largest decline over 5 years | -50.13% | -44.07% | -6.06% |
Max Drawdown (10Y)Largest decline over 10 years | -53.16% | -44.07% | -9.09% |
Current DrawdownCurrent decline from peak | -13.54% | -9.18% | -4.36% |
Average DrawdownAverage peak-to-trough decline | -35.18% | -15.66% | -19.52% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 5.73% | 6.42% | -0.69% |
Volatility
ALSCX vs. AAGOX - Volatility Comparison
Alger Small Cap Growth Fund (ALSCX) and Alger Large Cap Growth Portfolio Fund (AAGOX) have volatilities of 8.67% and 8.37%, respectively, indicating that both stocks experience similar levels of price fluctuations. This suggests that the risk associated with both stocks, as measured by volatility, is nearly the same. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| ALSCX | AAGOX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 8.67% | 8.37% | +0.30% |
Volatility (6M)Calculated over the trailing 6-month period | 21.42% | 21.74% | -0.32% |
Volatility (1Y)Calculated over the trailing 1-year period | 26.18% | 27.08% | -0.90% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 28.34% | 26.79% | +1.55% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 25.90% | 25.02% | +0.88% |
ALSCX vs. AAGOX - Expense Ratio Comparison
ALSCX has a 1.96% expense ratio, which is higher than AAGOX's 0.82% expense ratio.
Dividends
ALSCX vs. AAGOX - Dividend Comparison
ALSCX has not paid dividends to shareholders, while AAGOX's dividend yield for the trailing twelve months is around 10.57%.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
AAGOX Alger Large Cap Growth Portfolio Fund | 10.57% | 12.11% | 0.00% | 0.00% | 5.91% | 28.74% | 14.75% | 1.88% | 22.68% | 9.81% | 0.00% | 12.42% |
ALSCX Alger Small Cap Growth Fund | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 15.11% | 0.67% | 8.26% | 17.08% | 0.00% | 0.00% | 0.00% |
Frequently Asked Questions
ALSCX and AAGOX have a correlation of 0.76, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
ALSCX has higher volatility (8.67%) compared to AAGOX (8.37%). In terms of maximum drawdown, ALSCX dropped -76.39% vs AAGOX's -60.22%.
ALSCX currently has the higher Sharpe Ratio (1.42 vs 0.95), meaning it's delivered slightly more return per unit of risk over the trailing 12 months. However, this ranking shifts over time - use the Risk/Return Score above for a more comprehensive view that combines Sharpe, Sortino, and other measures used by quantitative funds.
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