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AGOZX vs VEXRX
AGOZX vs VEXRX Comparison
Open Charts AGOZX vs VEXRX
Alger Small Cap Focus Z
Price$21.33
Change+$0.23 (+1.09%)
VolumeN/A
CapitalizationN/A
Vanguard Explorer Adm
Price$115.76
Change+$0.90 (+0.78%)
VolumeN/A
CapitalizationN/A
AGOZX vs VEXRX Comparison Chart
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AGOZX vs. VEXRX commentary
Dec 26, 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 AGOZX is a Hold and VEXRX is a Buy.
FUNDAMENTALS
Fundamentals
VEXRX has more cash in the bank: 23.9B vs. AGOZX (1.26B). VEXRX pays higher dividends than AGOZX: VEXRX (0.58) vs AGOZX (0.00). AGOZX was incepted earlier than VEXRX: AGOZX (14 years) vs VEXRX (23 years). AGOZX is a more actively managed with annual turnover of: 68.04 vs. VEXRX (40.00). VEXRX has a lower initial minimum investment than AGOZX: VEXRX (50000) vs AGOZX (500000). AGOZX annual gain was more profitable for investors over the last year : 16.05 vs. VEXRX (12.31). VEXRX return over 5 years is better than : 18.28 vs. AGOZX (-1.48).
| AGOZX | VEXRX | AGOZX / VEXRX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 14 years | 23 years | - |
| Gain YTD | 16.367 | 12.138 | 135% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 500000 | 50000 | 1,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.26B | 23.9B | 5% |
| Annual Yield % from dividends | 0.00 | 0.58 | - |
| Returns for 1 year | 16.05 | 12.31 | 130% |
| Returns for 3 years | -20.11 | -2.10 | 959% |
| Returns for 5 years | -1.48 | 18.28 | -8% |
| Returns for 10 years | 94.79 | 32.48 | 292% |
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