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AGOZX vs VSGAX
AGOZX vs VSGAX Comparison
Open Charts AGOZX vs VSGAX
Alger Small Cap Focus Z
Price$20.01
Change-$0.96 (-4.58%)
VolumeN/A
Net Assets1.18B
Vanguard Small Cap Growth Index Admiral
Price$98.11
Change-$3.17 (-3.13%)
VolumeN/A
Net Assets39.59B
AGOZX vs VSGAX Comparison Chart
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AGOZX vs. VSGAX commentary
Feb 22, 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 VSGAX is a StrongBuy.
FUNDAMENTALS
Fundamentals
VSGAX has more cash in the bank: 39.6B vs. AGOZX (1.18B). VSGAX pays higher dividends than AGOZX: VSGAX (0.66) vs AGOZX (0.00). AGOZX was incepted earlier than VSGAX: AGOZX (14 years) vs VSGAX (13 years). AGOZX is a more actively managed with annual turnover of: 68.04 vs. VSGAX (19.00). VSGAX has a lower initial minimum investment than AGOZX: VSGAX (3000) vs AGOZX (500000). VSGAX annual gain was more profitable for investors over the last year : 19.90 vs. AGOZX (13.39). VSGAX return over 5 years is better than : 41.53 vs. AGOZX (-9.61).
| AGOZX | VSGAX | AGOZX / VSGAX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 14 years | 13 years | - |
| Gain YTD | 1.675 | 4.013 | 42% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 500000 | 3000 | 16,667% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.18B | 39.6B | 3% |
| Annual Yield % from dividends | 0.00 | 0.66 | - |
| Returns for 1 year | 13.39 | 19.90 | 67% |
| Returns for 3 years | 0.09 | 22.76 | 0% |
| Returns for 5 years | -9.61 | 41.53 | -23% |
| Returns for 10 years | 85.36 | 125.56 | 68% |
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