Ad is loading...
AGOZX vs VEXRX
AGOZX vs VEXRX Comparison
Open Charts AGOZX vs VEXRX
Alger Small Cap Focus Z
Price$16.73
Change-$0.04 (-0.24%)
VolumeN/A
Net Assets847.6M
AGOZX vs VEXRX Comparison Chart
Loading...
View a ticker or compare two or three
VS
VS
AGOZX vs. VEXRX commentary
Apr 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 AGOZX is a Hold and VEXRX is a Hold.
FUNDAMENTALS
Fundamentals
VEXRX has more cash in the bank: 19.8B vs. AGOZX (848M). VEXRX pays higher dividends than AGOZX: VEXRX (0.56) vs AGOZX (0.00). AGOZX was incepted earlier than VEXRX: AGOZX (14 years) vs VEXRX (23 years). AGOZX (0.88) is less costly to investors than VEXRX (0.34). AGOZX is a more actively managed with annual turnover of: 60.23 vs. VEXRX (35.00). 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 : -7.60 vs. VEXRX (-10.88). VEXRX return over 5 years is better than : 16.31 vs. AGOZX (-18.87).
| AGOZX | VEXRX | AGOZX / VEXRX | |
| Total Expense Ratio | 0.88 | 0.34 | 259% |
| Annual Report Gross Expense Ratio | 0.88 | 0.34 | 259% |
| Fund Existence | 14 years | 23 years | - |
| Gain YTD | -19.761 | -14.562 | 136% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 500000 | 50000 | 1,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 848M | 19.8B | 4% |
| Annual Yield % from dividends | 0.00 | 0.56 | - |
| Returns for 1 year | -7.60 | -10.88 | 70% |
| Returns for 3 years | -17.67 | -11.59 | 152% |
| Returns for 5 years | -18.87 | 16.31 | -116% |
| Returns for 10 years | 43.32 | -1.26 | -3,431% |
View a ticker or compare two or three
VS
VS
Ad is loading...
Interesting Tickers