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AGIZX vs VFINX
AGIZX vs VFINX Comparison
Open Charts AGIZX vs VFINX
Alger Growth & Income Z
Price$79.17
Change+$0.70 (+0.89%)
VolumeN/A
Net Assets672.41M
Vanguard 500 Index Investor
Price$553.73
Change+$5.49 (+1.00%)
VolumeN/A
Net Assets1.35T
AGIZX vs VFINX Comparison Chart
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AGIZX vs. VFINX commentary
Jan 19, 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: 1.35T vs. AGIZX (672M). AGIZX pays higher dividends than VFINX: AGIZX (1.44) vs VFINX (1.24). AGIZX was incepted earlier than VFINX: AGIZX (13 years) vs VFINX (48 years). AGIZX is a more actively managed with annual turnover of: 4.29 vs. VFINX (2.00). VFINX has a lower initial minimum investment than AGIZX: VFINX (0) vs AGIZX (500000). VFINX (25.53) and AGIZX (24.53) have marching annual gain over last year. AGIZX return over 5 years is better than : 85.97 vs. VFINX (80.24).
| AGIZX | VFINX | AGIZX / VFINX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 13 years | 48 years | - |
| Gain YTD | 2.142 | 2.006 | 107% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 500000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 672M | 1.35T | 0% |
| Annual Yield % from dividends | 1.44 | 1.24 | 117% |
| Returns for 1 year | 24.53 | 25.53 | 96% |
| Returns for 3 years | 37.42 | 31.14 | 120% |
| Returns for 5 years | 85.97 | 80.24 | 107% |
| Returns for 10 years | 180.38 | 197.00 | 92% |
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