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AGIZX vs VSMPX
AGIZX vs VSMPX Comparison
Open Charts AGIZX vs VSMPX
Alger Growth & Income Z
Price$75.87
Change-$0.01 (-0.01%)
VolumeN/A
CapitalizationN/A
Vanguard Total Stock Mkt Idx Instl Pls
Price$256.96
Change-$0.63 (-0.24%)
VolumeN/A
CapitalizationN/A
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AGIZX vs VSMPX Comparison Chart
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AGIZX vs. VSMPX commentary
Sep 21, 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 VSMPX is a Buy.
FUNDAMENTALS
Fundamentals
VSMPX has more cash in the bank: 1.72T vs. AGIZX (632M). AGIZX pays higher dividends than VSMPX: AGIZX (1.44) vs VSMPX (1.36). AGIZX was incepted earlier than VSMPX: AGIZX (13 years) vs VSMPX (9 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 (31.58) and AGIZX (30.84) have marching annual gain over last year. AGIZX return over 5 years is better than : 91.80 vs. VSMPX (85.73).
| AGIZX | VSMPX | AGIZX / VSMPX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 13 years | 9 years | - |
| Gain YTD | 19.037 | 18.661 | 102% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 500000 | 100000000 | 1% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 632M | 1.72T | 0% |
| Annual Yield % from dividends | 1.44 | 1.36 | 106% |
| Returns for 1 year | 30.84 | 31.58 | 98% |
| Returns for 3 years | 35.18 | 25.38 | 139% |
| Returns for 5 years | 91.80 | 85.73 | 107% |
| Returns for 10 years | 165.52 | N/A | - |
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