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AGIZX vs VFIAX
AGIZX vs VFIAX Comparison
Open Charts AGIZX vs VFIAX
Alger Growth & Income Z
Price$89.54
Change+$0.30 (+0.34%)
VolumeN/A
Net Assets766.98M
Vanguard 500 Index Admiral
Price$615.34
Change+$3.24 (+0.53%)
VolumeN/A
Net Assets1.41T
AGIZX vs VFIAX Comparison Chart in %
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AGIZX vs. VFIAX commentary
Oct 18, 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 AGIZX is a StrongBuy and VFIAX is a Hold.
FUNDAMENTALS
Fundamentals
VFIAX has more cash in the bank: 1.41T vs. AGIZX (767M). AGIZX pays higher dividends than VFIAX: AGIZX (1.24) vs VFIAX (1.14). AGIZX was incepted earlier than VFIAX: AGIZX (14 years) vs VFIAX (25 years). AGIZX (0.64) is less costly to investors than VFIAX (0.04). VFIAX is a more actively managed with annual turnover of: 2.00 vs. AGIZX (1.53). VFIAX has a lower initial minimum investment than AGIZX: VFIAX (3000) vs AGIZX (500000). AGIZX annual gain was more profitable for investors over the last year : 17.21 vs. VFIAX (13.55). AGIZX return over 5 years is better than : 105.29 vs. VFIAX (90.55).
| AGIZX | VFIAX | AGIZX / VFIAX | |
| Total Expense Ratio | 0.64 | 0.04 | 1,600% |
| Annual Report Gross Expense Ratio | 0.64 | 0.04 | 1,600% |
| Fund Existence | 14 years | 25 years | - |
| Gain YTD | 16.164 | 12.816 | 126% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 500000 | 3000 | 16,667% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 767M | 1.41T | 0% |
| Annual Yield % from dividends | 1.24 | 1.14 | 109% |
| Returns for 1 year | 17.21 | 13.55 | 127% |
| Returns for 3 years | 84.77 | 78.45 | 108% |
| Returns for 5 years | 105.29 | 90.55 | 116% |
| Returns for 10 years | 219.26 | 226.97 | 97% |
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