ALSRX vs. KSCOX
Compare and contrast key facts about Alger SmallCap Growth Institutional Fund (ALSRX) and Kinetics Small Cap Opportunities Fund (KSCOX).
ALSRX is managed by Alger. It was launched on Nov 8, 1993. KSCOX is managed by Kinetics. It was launched on Mar 20, 2000.
Performance
ALSRX vs. KSCOX - Performance Comparison
Loading graphics...
ALSRX vs. KSCOX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
ALSRX Alger SmallCap Growth Institutional Fund | -14.77% | 4.83% | 8.76% | 14.83% | -38.17% | -4.44% | 64.90% | 29.87% | -4.03% | 24.83% |
KSCOX Kinetics Small Cap Opportunities Fund | 29.72% | -8.66% | 68.42% | -14.77% | 31.96% | 50.32% | 2.30% | 27.06% | 0.29% | 26.23% |
Returns By Period
In the year-to-date period, ALSRX achieves a -14.77% return, which is significantly lower than KSCOX's 29.72% return. Over the past 10 years, ALSRX has underperformed KSCOX with an annualized return of 7.08%, while KSCOX has yielded a comparatively higher 21.17% annualized return.
ALSRX
- 1D
- -1.52%
- 1M
- -13.43%
- YTD
- -14.77%
- 6M
- -11.37%
- 1Y
- 10.09%
- 3Y*
- 1.73%
- 5Y*
- -8.28%
- 10Y*
- 7.08%
KSCOX
- 1D
- -5.64%
- 1M
- -8.65%
- YTD
- 29.72%
- 6M
- 22.71%
- 1Y
- 8.12%
- 3Y*
- 25.79%
- 5Y*
- 16.02%
- 10Y*
- 21.17%
Compare stocks, funds, or ETFs
Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.
ALSRX vs. KSCOX - Expense Ratio Comparison
ALSRX has a 1.24% expense ratio, which is lower than KSCOX's 1.64% expense ratio.
Return for Risk
ALSRX vs. KSCOX — Risk / Return Rank
ALSRX
KSCOX
ALSRX vs. KSCOX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Alger SmallCap Growth Institutional Fund (ALSRX) and Kinetics Small Cap Opportunities Fund (KSCOX). 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.
| ALSRX | KSCOX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.31 | 0.31 | 0.00 |
Sortino ratioReturn per unit of downside risk | 0.63 | 0.63 | +0.01 |
Omega ratioGain probability vs. loss probability | 1.08 | 1.08 | -0.01 |
Calmar ratioReturn relative to maximum drawdown | 0.27 | 0.28 | -0.01 |
Martin ratioReturn relative to average drawdown | 1.00 | 0.46 | +0.54 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
Loading graphics...
Sharpe Ratios by Period
| ALSRX | KSCOX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.31 | 0.31 | 0.00 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | -0.28 | 0.58 | -0.86 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.27 | 0.82 | -0.55 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.22 | 0.61 | -0.39 |
Correlation
The correlation between ALSRX and KSCOX is 0.63, which is considered to be moderate. This suggests that the two assets have some degree of positive relationship in their price movements. Moderate correlation can be acceptable for portfolio diversification, offering a balance between risk and potential returns.
Dividends
ALSRX vs. KSCOX - Dividend Comparison
ALSRX's dividend yield for the trailing twelve months is around 3.29%, more than KSCOX's 0.14% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | |
|---|---|---|---|---|---|---|---|---|---|
ALSRX Alger SmallCap Growth Institutional Fund | 3.29% | 2.80% | 1.99% | 0.00% | 0.00% | 23.64% | 5.23% | 20.07% | 11.31% |
KSCOX Kinetics Small Cap Opportunities Fund | 0.14% | 0.18% | 3.58% | 6.71% | 0.00% | 1.67% | 0.00% | 0.00% | 0.00% |
Drawdowns
ALSRX vs. KSCOX - Drawdown Comparison
The maximum ALSRX drawdown since its inception was -73.40%, roughly equal to the maximum KSCOX drawdown of -70.09%. Use the drawdown chart below to compare losses from any high point for ALSRX and KSCOX.
Loading graphics...
Drawdown Indicators
| ALSRX | KSCOX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -73.40% | -70.09% | -3.31% |
Max Drawdown (1Y)Largest decline over 1 year | -21.23% | -24.29% | +3.06% |
Max Drawdown (5Y)Largest decline over 5 years | -53.46% | -33.10% | -20.36% |
Max Drawdown (10Y)Largest decline over 10 years | -55.04% | -47.09% | -7.95% |
Current DrawdownCurrent decline from peak | -44.01% | -11.01% | -33.00% |
Average DrawdownAverage peak-to-trough decline | -28.66% | -14.89% | -13.77% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 5.76% | 14.84% | -9.08% |
Volatility
ALSRX vs. KSCOX - Volatility Comparison
Alger SmallCap Growth Institutional Fund (ALSRX) and Kinetics Small Cap Opportunities Fund (KSCOX) have volatilities of 8.14% and 7.94%, 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.
Loading graphics...
Volatility by Period
| ALSRX | KSCOX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 8.14% | 7.94% | +0.20% |
Volatility (6M)Calculated over the trailing 6-month period | 17.80% | 19.48% | -1.68% |
Volatility (1Y)Calculated over the trailing 1-year period | 27.08% | 28.88% | -1.80% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 29.48% | 27.74% | +1.74% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 26.60% | 25.84% | +0.76% |