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AGIZX vs VFINX
AGIZX vs VFINX Comparison
Open Charts AGIZX vs VFINX
Alger Growth & Income Z
Price$71.53
Change-$3.65 (-4.86%)
VolumeN/A
Net Assets681.7M
Vanguard 500 Index Investor
Price$498.00
Change-$25.30 (-4.83%)
VolumeN/A
Net Assets1.4T
AGIZX vs VFINX Comparison Chart
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AGIZX vs. VFINX commentary
Apr 04, 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 VFINX is a Hold.
FUNDAMENTALS
Fundamentals
VFINX has more cash in the bank: 1.4T vs. AGIZX (682M). AGIZX pays higher dividends than VFINX: AGIZX (1.46) vs VFINX (1.24). AGIZX was incepted earlier than VFINX: AGIZX (13 years) vs VFINX (49 years). AGIZX (0.65) is less costly to investors than VFINX (0.14). VFINX is a more actively managed with annual turnover of: 2.00 vs. AGIZX (1.53). VFINX has a lower initial minimum investment than AGIZX: VFINX (0) vs AGIZX (500000). AGIZX annual gain was more profitable for investors over the last year : 10.39 vs. VFINX (8.85). AGIZX return over 5 years is better than : 135.50 vs. VFINX (127.97).
| AGIZX | VFINX | AGIZX / VFINX | |
| Total Expense Ratio | 0.65 | 0.14 | 464% |
| Annual Report Gross Expense Ratio | 0.65 | 0.14 | 464% |
| Fund Existence | 13 years | 49 years | - |
| Gain YTD | -2.735 | -3.587 | 76% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 500000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 682M | 1.4T | 0% |
| Annual Yield % from dividends | 1.46 | 1.24 | 118% |
| Returns for 1 year | 10.39 | 8.85 | 117% |
| Returns for 3 years | 29.75 | 23.83 | 125% |
| Returns for 5 years | 135.50 | 127.97 | 106% |
| Returns for 10 years | 160.54 | 173.04 | 93% |
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