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AGOZX vs VSGAX
AGOZX vs VSGAX Comparison
Open Charts AGOZX vs VSGAX
Alger Small Cap Focus Z
Price$19.81
Change-$0.01 (-0.05%)
VolumeN/A
Net Assets906.95M
Vanguard Small Cap Growth Index Admiral
Price$97.14
Change+$0.15 (+0.15%)
VolumeN/A
Net Assets34.95B
AGOZX vs VSGAX Comparison Chart in %
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AGOZX vs. VSGAX commentary
Jul 01, 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 Buy.
FUNDAMENTALS
Fundamentals
VSGAX has more cash in the bank: 35B vs. AGOZX (907M). VSGAX pays higher dividends than AGOZX: VSGAX (0.57) vs AGOZX (0.00). AGOZX was incepted earlier than VSGAX: AGOZX (15 years) vs VSGAX (14 years). AGOZX (0.89) is less costly to investors than VSGAX (0.07). AGOZX is a more actively managed with annual turnover of: 60.23 vs. VSGAX (21.00). 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 : 10.74 vs. AGOZX (7.96). VSGAX return over 5 years is better than : 43.30 vs. AGOZX (-21.58).
| AGOZX | VSGAX | AGOZX / VSGAX | |
| Total Expense Ratio | 0.89 | 0.07 | 1,271% |
| Annual Report Gross Expense Ratio | 0.89 | 0.07 | 1,271% |
| Fund Existence | 15 years | 14 years | - |
| Gain YTD | -5.215 | -1.271 | 410% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 500000 | 3000 | 16,667% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 907M | 35B | 3% |
| Annual Yield % from dividends | 0.00 | 0.57 | - |
| Returns for 1 year | 7.96 | 10.74 | 74% |
| Returns for 3 years | 17.64 | 37.89 | 47% |
| Returns for 5 years | -21.58 | 43.30 | -50% |
| Returns for 10 years | 69.73 | 111.36 | 63% |
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