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AGIZX vs VSMPX
AGIZX vs VSMPX Comparison
Open Charts AGIZX vs VSMPX
Alger Growth & Income Z
Price$79.17
Change+$0.70 (+0.89%)
VolumeN/A
Net Assets672.41M
Vanguard Total Stock Mkt Idx Instl Pls
Price$270.52
Change+$2.52 (+0.94%)
VolumeN/A
Net Assets1.78T
AGIZX vs VSMPX Comparison Chart
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AGIZX vs. VSMPX 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 VSMPX is a Hold.
FUNDAMENTALS
Fundamentals
VSMPX has more cash in the bank: 1.78T vs. AGIZX (672M). AGIZX pays higher dividends than VSMPX: AGIZX (1.44) vs VSMPX (1.36). AGIZX was incepted earlier than VSMPX: AGIZX (13 years) vs VSMPX (10 years). AGIZX is a more actively managed with annual turnover of: 4.29 vs. VSMPX (2.00). AGIZX has a lower initial minimum investment than VSMPX: AGIZX (500000) vs VSMPX (100000000). VSMPX (25.27) and AGIZX (24.53) have marching annual gain over last year. AGIZX return over 5 years is better than : 85.97 vs. VSMPX (76.14).
| AGIZX | VSMPX | AGIZX / VSMPX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 13 years | 10 years | - |
| Gain YTD | 2.142 | 2.245 | 95% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 500000 | 100000000 | 1% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 672M | 1.78T | 0% |
| Annual Yield % from dividends | 1.44 | 1.36 | 106% |
| Returns for 1 year | 24.53 | 25.27 | 97% |
| Returns for 3 years | 37.42 | 29.00 | 129% |
| Returns for 5 years | 85.97 | 76.14 | 113% |
| Returns for 10 years | 180.38 | N/A | - |