CHASX vs. ACAZX
Compare and contrast key facts about Chase Growth Fund (CHASX) and Alger Capital Appreciation Fund Class Z (ACAZX).
CHASX is managed by Chase. It was launched on Dec 2, 1997. ACAZX is managed by Alger. It was launched on Dec 29, 2010.
Performance
CHASX vs. ACAZX - Performance Comparison
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CHASX vs. ACAZX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
CHASX Chase Growth Fund | -4.37% | 20.61% | 64.71% | 25.91% | -20.41% | 22.32% | 18.27% | 42.63% | -3.96% | 24.49% |
ACAZX Alger Capital Appreciation Fund Class Z | -14.55% | 31.33% | 69.38% | 43.53% | -36.63% | 18.48% | 42.23% | 33.63% | -0.61% | 31.78% |
Returns By Period
In the year-to-date period, CHASX achieves a -4.37% return, which is significantly higher than ACAZX's -14.55% return. Over the past 10 years, CHASX has underperformed ACAZX with an annualized return of 17.02%, while ACAZX has yielded a comparatively higher 18.05% annualized return.
CHASX
- 1D
- -1.76%
- 1M
- -9.03%
- YTD
- -4.37%
- 6M
- 1.19%
- 1Y
- 27.09%
- 3Y*
- 30.32%
- 5Y*
- 17.51%
- 10Y*
- 17.02%
ACAZX
- 1D
- -1.51%
- 1M
- -9.35%
- YTD
- -14.55%
- 6M
- -15.47%
- 1Y
- 27.56%
- 3Y*
- 33.90%
- 5Y*
- 15.17%
- 10Y*
- 18.05%
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CHASX vs. ACAZX - Expense Ratio Comparison
CHASX has a 1.14% expense ratio, which is higher than ACAZX's 0.85% expense ratio.
Return for Risk
CHASX vs. ACAZX — Risk / Return Rank
CHASX
ACAZX
CHASX vs. ACAZX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Chase Growth Fund (CHASX) and Alger Capital Appreciation Fund Class Z (ACAZX). 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.
| CHASX | ACAZX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 1.34 | 0.98 | +0.35 |
Sortino ratioReturn per unit of downside risk | 1.85 | 1.52 | +0.33 |
Omega ratioGain probability vs. loss probability | 1.27 | 1.20 | +0.06 |
Calmar ratioReturn relative to maximum drawdown | 2.07 | 1.25 | +0.82 |
Martin ratioReturn relative to average drawdown | 8.70 | 4.15 | +4.55 |
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
| CHASX | ACAZX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.34 | 0.98 | +0.35 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.88 | 0.53 | +0.35 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.87 | 0.72 | +0.15 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.58 | 0.68 | -0.11 |
Correlation
The correlation between CHASX and ACAZX is 0.90, 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
CHASX vs. ACAZX - Dividend Comparison
CHASX's dividend yield for the trailing twelve months is around 9.54%, less than ACAZX's 10.33% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
CHASX Chase Growth Fund | 9.54% | 9.12% | 36.67% | 5.80% | 5.49% | 20.15% | 7.83% | 22.82% | 12.92% | 11.92% | 9.14% | 10.24% |
ACAZX Alger Capital Appreciation Fund Class Z | 10.33% | 8.83% | 23.61% | 6.65% | 4.13% | 22.24% | 14.91% | 7.87% | 11.23% | 6.60% | 0.82% | 8.15% |
Drawdowns
CHASX vs. ACAZX - Drawdown Comparison
The maximum CHASX drawdown since its inception was -45.94%, roughly equal to the maximum ACAZX drawdown of -47.92%. Use the drawdown chart below to compare losses from any high point for CHASX and ACAZX.
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Drawdown Indicators
| CHASX | ACAZX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -45.94% | -47.92% | +1.98% |
Max Drawdown (1Y)Largest decline over 1 year | -12.13% | -18.97% | +6.84% |
Max Drawdown (5Y)Largest decline over 5 years | -24.63% | -47.92% | +23.29% |
Max Drawdown (10Y)Largest decline over 10 years | -30.40% | -47.92% | +17.52% |
Current DrawdownCurrent decline from peak | -9.90% | -18.97% | +9.07% |
Average DrawdownAverage peak-to-trough decline | -9.20% | -8.40% | -0.80% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 2.89% | 5.73% | -2.84% |
Volatility
CHASX vs. ACAZX - Volatility Comparison
The current volatility for Chase Growth Fund (CHASX) is 6.35%, while Alger Capital Appreciation Fund Class Z (ACAZX) has a volatility of 7.44%. This indicates that CHASX experiences smaller price fluctuations and is considered to be less risky than ACAZX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| CHASX | ACAZX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 6.35% | 7.44% | -1.09% |
Volatility (6M)Calculated over the trailing 6-month period | 13.49% | 16.29% | -2.80% |
Volatility (1Y)Calculated over the trailing 1-year period | 20.68% | 27.45% | -6.77% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 20.01% | 28.88% | -8.87% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 19.73% | 25.31% | -5.58% |