Correlation
The correlation between SPEGX and VFIAX is 0.93, 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.
SPEGX vs. VFIAX
Compare and contrast key facts about Alger Responsible Investing Fund (SPEGX) and Vanguard 500 Index Fund Admiral Shares (VFIAX).
SPEGX is managed by Alger. It was launched on Dec 4, 2000. VFIAX is managed by Vanguard. It was launched on Nov 13, 2000.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: SPEGX or VFIAX.
Performance
SPEGX vs. VFIAX - Performance Comparison
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Key characteristics
SPEGX:
0.47
VFIAX:
0.73
SPEGX:
0.70
VFIAX:
1.04
SPEGX:
1.10
VFIAX:
1.15
SPEGX:
0.38
VFIAX:
0.69
SPEGX:
1.22
VFIAX:
2.62
SPEGX:
7.85%
VFIAX:
4.93%
SPEGX:
25.78%
VFIAX:
19.77%
SPEGX:
-58.01%
VFIAX:
-55.20%
SPEGX:
-4.99%
VFIAX:
-3.43%
Returns By Period
In the year-to-date period, SPEGX achieves a 0.94% return, which is significantly lower than VFIAX's 1.04% return. Both investments have delivered pretty close results over the past 10 years, with SPEGX having a 12.91% annualized return and VFIAX not far behind at 12.80%.
SPEGX
0.94%
9.67%
-0.86%
11.97%
16.28%
13.82%
12.91%
VFIAX
1.04%
5.62%
-1.37%
13.48%
14.36%
15.89%
12.80%
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SPEGX vs. VFIAX - Expense Ratio Comparison
SPEGX has a 1.27% expense ratio, which is higher than VFIAX's 0.04% expense ratio.
Risk-Adjusted Performance
SPEGX vs. VFIAX — Risk-Adjusted Performance Rank
SPEGX
VFIAX
SPEGX vs. VFIAX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Alger Responsible Investing Fund (SPEGX) and Vanguard 500 Index Fund Admiral Shares (VFIAX). 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.
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Dividends
SPEGX vs. VFIAX - Dividend Comparison
SPEGX's dividend yield for the trailing twelve months is around 4.40%, more than VFIAX's 1.28% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
SPEGX Alger Responsible Investing Fund | 4.40% | 4.44% | 2.92% | 0.82% | 8.42% | 7.23% | 7.54% | 7.04% | 15.51% | 4.09% | 1.37% | 2.81% |
VFIAX Vanguard 500 Index Fund Admiral Shares | 1.28% | 1.24% | 1.45% | 1.68% | 1.24% | 1.53% | 1.87% | 2.05% | 1.78% | 2.02% | 2.10% | 1.85% |
Drawdowns
SPEGX vs. VFIAX - Drawdown Comparison
The maximum SPEGX drawdown since its inception was -58.01%, which is greater than VFIAX's maximum drawdown of -55.20%. Use the drawdown chart below to compare losses from any high point for SPEGX and VFIAX.
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Volatility
SPEGX vs. VFIAX - Volatility Comparison
Alger Responsible Investing Fund (SPEGX) has a higher volatility of 6.02% compared to Vanguard 500 Index Fund Admiral Shares (VFIAX) at 4.77%. This indicates that SPEGX's price experiences larger fluctuations and is considered to be riskier than VFIAX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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