ALVOX vs. TBCIX
Compare and contrast key facts about Alger Capital Appreciation Portfolio (ALVOX) and T. Rowe Price Blue Chip Growth Fund I Class (TBCIX).
ALVOX is managed by Alger. It was launched on Jan 25, 1995. TBCIX is managed by T. Rowe Price.
Performance
ALVOX vs. TBCIX - Performance Comparison
Loading graphics...
ALVOX vs. TBCIX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
ALVOX Alger Capital Appreciation Portfolio | -14.35% | 32.25% | 48.13% | 43.13% | -36.69% | 19.79% | 41.90% | 33.59% | -0.01% | 31.17% |
TBCIX T. Rowe Price Blue Chip Growth Fund I Class | -14.54% | 18.94% | 48.73% | 49.61% | -38.48% | 18.30% | 34.90% | 30.30% | 2.13% | 36.68% |
Returns By Period
The year-to-date returns for both stocks are quite close, with ALVOX having a -14.35% return and TBCIX slightly lower at -14.54%. Over the past 10 years, ALVOX has outperformed TBCIX with an annualized return of 16.53%, while TBCIX has yielded a comparatively lower 15.65% annualized return.
ALVOX
- 1D
- -1.51%
- 1M
- -9.47%
- YTD
- -14.35%
- 6M
- -15.10%
- 1Y
- 28.57%
- 3Y*
- 28.27%
- 5Y*
- 12.33%
- 10Y*
- 16.53%
TBCIX
- 1D
- -0.35%
- 1M
- -8.84%
- YTD
- -14.54%
- 6M
- -12.75%
- 1Y
- 11.84%
- 3Y*
- 24.77%
- 5Y*
- 10.38%
- 10Y*
- 15.65%
Compare stocks, funds, or ETFs
Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.
ALVOX vs. TBCIX - Expense Ratio Comparison
ALVOX has a 0.91% expense ratio, which is higher than TBCIX's 0.56% expense ratio.
Return for Risk
ALVOX vs. TBCIX — Risk / Return Rank
ALVOX
TBCIX
ALVOX vs. TBCIX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Alger Capital Appreciation Portfolio (ALVOX) and T. Rowe Price Blue Chip Growth Fund I Class (TBCIX). 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.
| ALVOX | TBCIX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 1.05 | 0.54 | +0.51 |
Sortino ratioReturn per unit of downside risk | 1.59 | 0.94 | +0.65 |
Omega ratioGain probability vs. loss probability | 1.21 | 1.13 | +0.08 |
Calmar ratioReturn relative to maximum drawdown | 1.32 | 0.50 | +0.81 |
Martin ratioReturn relative to average drawdown | 4.42 | 1.75 | +2.67 |
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
| ALVOX | TBCIX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.05 | 0.54 | +0.51 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.49 | 0.44 | +0.05 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.71 | 0.69 | +0.02 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.60 | 0.66 | -0.06 |
Correlation
The correlation between ALVOX and TBCIX is 0.96, 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.
Dividends
ALVOX vs. TBCIX - Dividend Comparison
ALVOX's dividend yield for the trailing twelve months is around 21.93%, more than TBCIX's 6.09% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
ALVOX Alger Capital Appreciation Portfolio | 21.93% | 18.78% | 0.00% | 0.00% | 9.84% | 26.10% | 14.64% | 12.19% | 21.59% | 6.47% | 0.00% | 12.50% |
TBCIX T. Rowe Price Blue Chip Growth Fund I Class | 6.09% | 5.20% | 18.28% | 3.47% | 5.84% | 10.03% | 1.18% | 0.59% | 2.50% | 3.05% | 0.81% | 0.00% |
Drawdowns
ALVOX vs. TBCIX - Drawdown Comparison
The maximum ALVOX drawdown since its inception was -67.54%, which is greater than TBCIX's maximum drawdown of -43.26%. Use the drawdown chart below to compare losses from any high point for ALVOX and TBCIX.
Loading graphics...
Drawdown Indicators
| ALVOX | TBCIX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -67.54% | -43.26% | -24.28% |
Max Drawdown (1Y)Largest decline over 1 year | -18.86% | -16.96% | -1.90% |
Max Drawdown (5Y)Largest decline over 5 years | -41.01% | -43.26% | +2.25% |
Max Drawdown (10Y)Largest decline over 10 years | -41.01% | -43.26% | +2.25% |
Current DrawdownCurrent decline from peak | -18.86% | -16.96% | -1.90% |
Average DrawdownAverage peak-to-trough decline | -18.88% | -8.15% | -10.73% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 5.61% | 4.87% | +0.74% |
Volatility
ALVOX vs. TBCIX - Volatility Comparison
Alger Capital Appreciation Portfolio (ALVOX) has a higher volatility of 7.38% compared to T. Rowe Price Blue Chip Growth Fund I Class (TBCIX) at 5.58%. This indicates that ALVOX's price experiences larger fluctuations and is considered to be riskier than TBCIX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
Loading graphics...
Volatility by Period
| ALVOX | TBCIX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 7.38% | 5.58% | +1.80% |
Volatility (6M)Calculated over the trailing 6-month period | 15.86% | 11.76% | +4.10% |
Volatility (1Y)Calculated over the trailing 1-year period | 26.77% | 22.49% | +4.28% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 25.53% | 23.88% | +1.65% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 23.43% | 22.69% | +0.74% |