ATVPX vs. PRWAX
Compare and contrast key facts about Alger 35 Fund (ATVPX) and T. Rowe Price All-Cap Opportunities Fund (PRWAX).
ATVPX is managed by Alger. It was launched on Mar 29, 2018. PRWAX is managed by T. Rowe Price. It was launched on Sep 30, 1985.
Performance
ATVPX vs. PRWAX - Performance Comparison
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ATVPX vs. PRWAX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | |
|---|---|---|---|---|---|---|---|---|
ATVPX Alger 35 Fund | -12.54% | 32.51% | 50.84% | 31.41% | -36.36% | 10.91% | 68.05% | 14.00% |
PRWAX T. Rowe Price All-Cap Opportunities Fund | -12.37% | 26.78% | 25.24% | 29.02% | -21.37% | 20.63% | 44.73% | 16.76% |
Returns By Period
The year-to-date returns for both investments are quite close, with ATVPX having a -12.54% return and PRWAX slightly higher at -12.37%.
ATVPX
- 1D
- -1.56%
- 1M
- -8.59%
- YTD
- -12.54%
- 6M
- -14.18%
- 1Y
- 36.45%
- 3Y*
- 27.70%
- 5Y*
- 9.75%
- 10Y*
- —
PRWAX
- 1D
- -0.24%
- 1M
- -9.15%
- YTD
- -12.37%
- 6M
- -3.78%
- 1Y
- 16.34%
- 3Y*
- 18.79%
- 5Y*
- 10.36%
- 10Y*
- 16.95%
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ATVPX vs. PRWAX - Expense Ratio Comparison
ATVPX has a 0.55% expense ratio, which is lower than PRWAX's 0.76% expense ratio.
Return for Risk
ATVPX vs. PRWAX — Risk / Return Rank
ATVPX
PRWAX
ATVPX vs. PRWAX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Alger 35 Fund (ATVPX) and T. Rowe Price All-Cap Opportunities Fund (PRWAX). 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.
| ATVPX | PRWAX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 1.32 | 0.87 | +0.45 |
Sortino ratioReturn per unit of downside risk | 1.90 | 1.42 | +0.48 |
Omega ratioGain probability vs. loss probability | 1.25 | 1.20 | +0.05 |
Calmar ratioReturn relative to maximum drawdown | 1.90 | 1.02 | +0.88 |
Martin ratioReturn relative to average drawdown | 6.60 | 3.79 | +2.81 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
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Sharpe Ratios by Period
| ATVPX | PRWAX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.32 | 0.87 | +0.45 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.29 | 0.58 | -0.29 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | — | 0.90 | — |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.55 | 0.59 | -0.04 |
Correlation
The correlation between ATVPX and PRWAX is 0.89, 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
ATVPX vs. PRWAX - Dividend Comparison
ATVPX's dividend yield for the trailing twelve months is around 24.30%, more than PRWAX's 19.01% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
ATVPX Alger 35 Fund | 24.30% | 21.25% | 0.00% | 0.00% | 0.02% | 36.00% | 17.24% | 0.17% | 0.00% | 0.00% | 0.00% | 0.00% |
PRWAX T. Rowe Price All-Cap Opportunities Fund | 19.01% | 16.66% | 9.22% | 5.10% | 3.11% | 20.51% | 15.44% | 7.01% | 12.58% | 12.30% | 6.19% | 8.84% |
Drawdowns
ATVPX vs. PRWAX - Drawdown Comparison
The maximum ATVPX drawdown since its inception was -53.35%, roughly equal to the maximum PRWAX drawdown of -55.06%. Use the drawdown chart below to compare losses from any high point for ATVPX and PRWAX.
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Drawdown Indicators
| ATVPX | PRWAX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -53.35% | -55.06% | +1.71% |
Max Drawdown (1Y)Largest decline over 1 year | -16.74% | -14.05% | -2.69% |
Max Drawdown (5Y)Largest decline over 5 years | -53.35% | -29.38% | -23.97% |
Max Drawdown (10Y)Largest decline over 10 years | — | -30.50% | — |
Current DrawdownCurrent decline from peak | -16.74% | -14.05% | -2.69% |
Average DrawdownAverage peak-to-trough decline | -18.37% | -9.92% | -8.45% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 4.83% | 3.79% | +1.04% |
Volatility
ATVPX vs. PRWAX - Volatility Comparison
Alger 35 Fund (ATVPX) has a higher volatility of 8.16% compared to T. Rowe Price All-Cap Opportunities Fund (PRWAX) at 4.90%. This indicates that ATVPX's price experiences larger fluctuations and is considered to be riskier than PRWAX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| ATVPX | PRWAX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 8.16% | 4.90% | +3.26% |
Volatility (6M)Calculated over the trailing 6-month period | 17.10% | 12.45% | +4.65% |
Volatility (1Y)Calculated over the trailing 1-year period | 27.01% | 19.42% | +7.59% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 33.43% | 17.88% | +15.55% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 31.92% | 18.82% | +13.10% |