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AGOZX vs VSGAX
AGOZX vs VSGAX Comparison
Open Charts AGOZX vs VSGAX
Alger Small Cap Focus Z
Price$21.33
Change+$0.23 (+1.09%)
VolumeN/A
CapitalizationN/A
Vanguard Small Cap Growth Index Admiral
Price$100.53
Change+$0.96 (+0.96%)
VolumeN/A
CapitalizationN/A
AGOZX vs VSGAX Comparison Chart
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AGOZX vs. VSGAX 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 VSGAX is a Buy.
FUNDAMENTALS
Fundamentals
VSGAX has more cash in the bank: 40.7B vs. AGOZX (1.26B). 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 : 18.39 vs. AGOZX (16.05). VSGAX return over 5 years is better than : 44.27 vs. AGOZX (-1.48).
| 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 | 16.367 | 18.638 | 88% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 500000 | 3000 | 16,667% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.26B | 40.7B | 3% |
| Annual Yield % from dividends | 0.00 | 0.66 | - |
| Returns for 1 year | 16.05 | 18.39 | 87% |
| Returns for 3 years | -20.11 | 2.37 | -850% |
| Returns for 5 years | -1.48 | 44.27 | -3% |
| Returns for 10 years | 94.79 | 130.80 | 72% |
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