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AGIZX vs VFIAX
AGIZX vs VFIAX Comparison
Open Charts AGIZX vs VFIAX
Alger Growth & Income Z
Price$85.14
Change-$0.50 (-0.58%)
VolumeN/A
Net Assets719.02M
Vanguard 500 Index Admiral
Price$595.96
Change-$1.60 (-0.27%)
VolumeN/A
Net Assets1.33T
AGIZX vs VFIAX Comparison Chart in %
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AGIZX vs. VFIAX commentary
Aug 17, 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 Buy and VFIAX is a StrongBuy.
FUNDAMENTALS
Fundamentals
VFIAX has more cash in the bank: 1.33T vs. AGIZX (719M). AGIZX pays higher dividends than VFIAX: AGIZX (1.35) vs VFIAX (1.18). AGIZX was incepted earlier than VFIAX: AGIZX (13 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 (16.48) and VFIAX (16.41) have marching annual gain over last year. AGIZX return over 5 years is better than : 99.23 vs. VFIAX (91.33).
| 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 | 13 years | 25 years | - |
| Gain YTD | 10.530 | 9.826 | 107% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 500000 | 3000 | 16,667% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 719M | 1.33T | 0% |
| Annual Yield % from dividends | 1.35 | 1.18 | 114% |
| Returns for 1 year | 16.48 | 16.41 | 100% |
| Returns for 3 years | 54.54 | 49.89 | 109% |
| Returns for 5 years | 99.23 | 91.33 | 109% |
| Returns for 10 years | 195.71 | 207.61 | 94% |
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