NSEPX vs. ALBAX
Compare and contrast key facts about Columbia Select Large Cap Equity Fund (NSEPX) and Alger Growth & Income Fund (ALBAX).
NSEPX is managed by Columbia Threadneedle. It was launched on Oct 2, 1998. ALBAX is managed by Alger. It was launched on Dec 31, 1996.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: NSEPX or ALBAX.
Correlation
The correlation between NSEPX and ALBAX is 0.95, 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.
Performance
NSEPX vs. ALBAX - Performance Comparison
Key characteristics
NSEPX:
1.78
ALBAX:
1.99
NSEPX:
2.38
ALBAX:
2.63
NSEPX:
1.33
ALBAX:
1.36
NSEPX:
2.54
ALBAX:
3.00
NSEPX:
10.41
ALBAX:
13.25
NSEPX:
2.22%
ALBAX:
1.75%
NSEPX:
13.03%
ALBAX:
11.72%
NSEPX:
-52.50%
ALBAX:
-40.56%
NSEPX:
-4.36%
ALBAX:
-1.97%
Returns By Period
The year-to-date returns for both investments are quite close, with NSEPX having a 22.29% return and ALBAX slightly higher at 22.75%. Over the past 10 years, NSEPX has outperformed ALBAX with an annualized return of 12.98%, while ALBAX has yielded a comparatively lower 12.33% annualized return.
NSEPX
22.29%
-1.99%
5.28%
22.82%
14.56%
12.98%
ALBAX
22.75%
1.02%
7.82%
22.96%
14.43%
12.33%
Compare stocks, funds, or ETFs
Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.
NSEPX vs. ALBAX - Expense Ratio Comparison
NSEPX has a 0.55% expense ratio, which is lower than ALBAX's 0.98% expense ratio.
Risk-Adjusted Performance
NSEPX vs. ALBAX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Columbia Select Large Cap Equity Fund (NSEPX) and Alger Growth & Income Fund (ALBAX). 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.
Dividends
NSEPX vs. ALBAX - Dividend Comparison
NSEPX's dividend yield for the trailing twelve months is around 0.23%, less than ALBAX's 0.67% yield.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
NSEPX Columbia Select Large Cap Equity Fund | 0.23% | 0.95% | 1.04% | 0.96% | 1.47% | 1.06% | 1.44% | 0.79% | 1.17% | 2.01% | 1.08% | 1.31% |
ALBAX Alger Growth & Income Fund | 0.67% | 1.29% | 1.24% | 0.85% | 1.20% | 1.46% | 1.64% | 1.19% | 1.53% | 1.57% | 1.78% | 1.60% |
Drawdowns
NSEPX vs. ALBAX - Drawdown Comparison
The maximum NSEPX drawdown since its inception was -52.50%, which is greater than ALBAX's maximum drawdown of -40.56%. Use the drawdown chart below to compare losses from any high point for NSEPX and ALBAX. For additional features, visit the drawdowns tool.
Volatility
NSEPX vs. ALBAX - Volatility Comparison
Columbia Select Large Cap Equity Fund (NSEPX) has a higher volatility of 5.08% compared to Alger Growth & Income Fund (ALBAX) at 4.09%. This indicates that NSEPX's price experiences larger fluctuations and is considered to be riskier than ALBAX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.