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AGOZX vs VSGIX
AGOZX vs VSGIX Comparison
Open Charts AGOZX vs VSGIX
Alger Small Cap Focus Z
Price$17.77
Change+$0.02 (+0.11%)
VolumeN/A
Net Assets873.3M
Vanguard Small Cap Growth Index I
Price$72.37
Change-$0.15 (-0.21%)
VolumeN/A
Net Assets32.98B
AGOZX vs VSGIX Comparison Chart
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AGOZX vs. VSGIX commentary
May 11, 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 VSGIX is a Buy.
FUNDAMENTALS
Fundamentals
VSGIX has more cash in the bank: 33B vs. AGOZX (873M). VSGIX pays higher dividends than AGOZX: VSGIX (0.61) vs AGOZX (0.00). AGOZX was incepted earlier than VSGIX: AGOZX (14 years) vs VSGIX (25 years). AGOZX (0.89) is less costly to investors than VSGIX (0.06). AGOZX is a more actively managed with annual turnover of: 60.23 vs. VSGIX (21.00). AGOZX has a lower initial minimum investment than VSGIX: AGOZX (500000) vs VSGIX (5000000). VSGIX annual gain was more profitable for investors over the last year : 2.11 vs. AGOZX (-5.58). VSGIX return over 5 years is better than : 41.73 vs. AGOZX (-25.15).
| AGOZX | VSGIX | AGOZX / VSGIX | |
| Total Expense Ratio | 0.89 | 0.06 | 1,483% |
| Annual Report Gross Expense Ratio | 0.89 | 0.06 | 1,483% |
| Fund Existence | 14 years | 25 years | - |
| Gain YTD | -14.976 | -8.157 | 184% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 500000 | 5000000 | 10% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 873M | 33B | 3% |
| Annual Yield % from dividends | 0.00 | 0.61 | - |
| Returns for 1 year | -5.58 | 2.11 | -265% |
| Returns for 3 years | 8.95 | 28.11 | 32% |
| Returns for 5 years | -25.15 | 41.73 | -60% |
| Returns for 10 years | 57.59 | 98.57 | 58% |
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