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AGOZX vs VEXPX
AGOZX vs VEXPX Comparison
Open Charts AGOZX vs VEXPX
Alger Small Cap Focus Z
Price$20.66
Change-$0.13 (-0.63%)
VolumeN/A
Net Assets888.83M
AGOZX vs VEXPX Comparison Chart in %
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AGOZX vs. VEXPX commentary
Sep 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 AGOZX is a Hold and VEXPX is a StrongBuy.
FUNDAMENTALS
Fundamentals
VEXPX has more cash in the bank: 19.9B vs. AGOZX (889M). VEXPX pays higher dividends than AGOZX: VEXPX (0.39) vs AGOZX (0.00). AGOZX was incepted earlier than VEXPX: AGOZX (15 years) vs VEXPX (58 years). AGOZX (0.89) is less costly to investors than VEXPX (0.44). AGOZX is a more actively managed with annual turnover of: 60.23 vs. VEXPX (35.00). VEXPX has a lower initial minimum investment than AGOZX: VEXPX (3000) vs AGOZX (500000). AGOZX annual gain was more profitable for investors over the last year : 13.36 vs. VEXPX (0.73). VEXPX return over 5 years is better than : 10.60 vs. AGOZX (-21.49).
| AGOZX | VEXPX | AGOZX / VEXPX | |
| Total Expense Ratio | 0.89 | 0.44 | 202% |
| Annual Report Gross Expense Ratio | 0.89 | 0.44 | 202% |
| Fund Existence | 15 years | 58 years | - |
| Gain YTD | -0.526 | 3.306 | -16% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 500000 | 3000 | 16,667% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 889M | 19.9B | 4% |
| Annual Yield % from dividends | 0.00 | 0.39 | - |
| Returns for 1 year | 13.36 | 0.73 | 1,838% |
| Returns for 3 years | 17.86 | 19.77 | 90% |
| Returns for 5 years | -21.49 | 10.60 | -203% |
| Returns for 10 years | 91.77 | 32.54 | 282% |
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