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AGOZX vs VEXRX
AGOZX vs VEXRX Comparison
Open Charts AGOZX vs VEXRX
Alger Small Cap Focus Z
Price$17.77
Change+$0.02 (+0.11%)
VolumeN/A
Net Assets873.3M
AGOZX vs VEXRX Comparison Chart
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AGOZX vs. VEXRX commentary
May 12, 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 Buy and VEXRX is a Buy.
FUNDAMENTALS
Fundamentals
VEXRX has more cash in the bank: 18.9B vs. AGOZX (873M). VEXRX pays higher dividends than AGOZX: VEXRX (0.57) vs AGOZX (0.00). AGOZX was incepted earlier than VEXRX: AGOZX (14 years) vs VEXRX (24 years). AGOZX (0.89) is less costly to investors than VEXRX (0.33). 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 : -5.58 vs. VEXRX (-8.48). VEXRX return over 5 years is better than : 14.25 vs. AGOZX (-25.15).
| AGOZX | VEXRX | AGOZX / VEXRX | |
| Total Expense Ratio | 0.89 | 0.33 | 270% |
| Annual Report Gross Expense Ratio | 0.89 | 0.33 | 270% |
| Fund Existence | 14 years | 24 years | - |
| Gain YTD | -14.976 | -7.918 | 189% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 500000 | 50000 | 1,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 873M | 18.9B | 5% |
| Annual Yield % from dividends | 0.00 | 0.57 | - |
| Returns for 1 year | -5.58 | -8.48 | 66% |
| Returns for 3 years | 8.95 | 8.98 | 100% |
| Returns for 5 years | -25.15 | 14.25 | -177% |
| Returns for 10 years | 57.59 | 8.67 | 664% |
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