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AGIZX vs VFINX
AGIZX vs VFINX Comparison
Open Charts AGIZX vs VFINX
Alger Growth & Income Z
Price$76.60
Change-$0.96 (-1.24%)
VolumeN/A
CapitalizationN/A
Vanguard 500 Index Investor
Price$542.53
Change-$7.19 (-1.31%)
VolumeN/A
CapitalizationN/A
AGIZX vs VFINX Comparison Chart
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AGIZX vs. VFINX commentary
Nov 18, 2024
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 VFINX is a StrongSell.
FUNDAMENTALS
Fundamentals
VFINX has more cash in the bank: 1.28T vs. AGIZX (647M). 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 annual gain was more profitable for investors over the last year : 30.22 vs. AGIZX (26.12). VFINX (88.12) and AGIZX (84.05) have equivalent 5 years return.
| 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 | 20.166 | 23.331 | 86% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 500000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 647M | 1.28T | 0% |
| Annual Yield % from dividends | 1.44 | 1.24 | 117% |
| Returns for 1 year | 26.12 | 30.22 | 86% |
| Returns for 3 years | 26.58 | 24.93 | 107% |
| Returns for 5 years | 84.05 | 88.12 | 95% |
| Returns for 10 years | 159.35 | 187.66 | 85% |