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AFOZX vs VMGIX
AFOZX vs VMGIX Comparison
Open Charts AFOZX vs VMGIX
Alger Mid Cap Focus Z
Price$16.97
Change+$0.05 (+0.30%)
VolumeN/A
Net Assets245.89M
Vanguard Mid-Cap Growth Index Investor
Price$104.40
Change+$0.20 (+0.19%)
VolumeN/A
Net Assets27.44B
AFOZX vs VMGIX Comparison Chart
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AFOZX vs. VMGIX commentary
May 23, 2025
To compare these two companies we present long-term analysis, their fundamental ratings and make comparative short-term technical analysis which are presented below. The conclusion is AFOZX is a Hold and VMGIX is a Buy.
FUNDAMENTALS
Fundamentals
VMGIX has more cash in the bank: 27.4B vs. AFOZX (246M). VMGIX pays higher dividends than AFOZX: VMGIX (0.58) vs AFOZX (0.00). AFOZX was incepted earlier than VMGIX: AFOZX (6 years) vs VMGIX (19 years). AFOZX (0.87) is less costly to investors than VMGIX (0.19). AFOZX is a more actively managed with annual turnover of: 94.67 vs. VMGIX (21.00). VMGIX has a lower initial minimum investment than AFOZX: VMGIX (3000) vs AFOZX (500000). VMGIX annual gain was more profitable for investors over the last year : 13.11 vs. AFOZX (6.48). VMGIX return over 5 years is better than : 71.75 vs. AFOZX (36.01).
| AFOZX | VMGIX | AFOZX / VMGIX | |
| Total Expense Ratio | 0.87 | 0.19 | 458% |
| Annual Report Gross Expense Ratio | 0.87 | 0.19 | 458% |
| Fund Existence | 6 years | 19 years | - |
| Gain YTD | -6.364 | 4.401 | -145% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 500000 | 3000 | 16,667% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 246M | 27.4B | 1% |
| Annual Yield % from dividends | 0.00 | 0.58 | - |
| Returns for 1 year | 6.48 | 13.11 | 49% |
| Returns for 3 years | 34.82 | 43.94 | 79% |
| Returns for 5 years | 36.01 | 71.75 | 50% |
| Returns for 10 years | N/A | 145.58 | - |
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