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AGOZX vs VSGIX
AGOZX vs VSGIX Comparison
Open Charts AGOZX vs VSGIX
Alger Small Cap Focus Z
Price$23.08
Change+$0.38 (+1.67%)
VolumeN/A
Net Assets922.38M
Vanguard Small Cap Growth Index I
Price$86.49
Change+$0.79 (+0.92%)
VolumeN/A
Net Assets39.1B
AGOZX vs VSGIX Comparison Chart in %
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AGOZX vs. VSGIX commentary
Oct 28, 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 VSGIX is a StrongBuy.
FUNDAMENTALS
Fundamentals
VSGIX has more cash in the bank: 39.1B vs. AGOZX (922M). VSGIX pays higher dividends than AGOZX: VSGIX (0.56) vs AGOZX (0.00). AGOZX was incepted earlier than VSGIX: AGOZX (15 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). AGOZX annual gain was more profitable for investors over the last year : 18.91 vs. VSGIX (14.50). VSGIX return over 5 years is better than : 34.74 vs. AGOZX (-21.47).
| 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 | 15 years | 25 years | - |
| Gain YTD | 10.431 | 9.824 | 106% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 500000 | 5000000 | 10% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 922M | 39.1B | 2% |
| Annual Yield % from dividends | 0.00 | 0.56 | - |
| Returns for 1 year | 18.91 | 14.50 | 130% |
| Returns for 3 years | 33.33 | 50.62 | 66% |
| Returns for 5 years | -21.47 | 34.74 | -62% |
| Returns for 10 years | 109.45 | 158.54 | 69% |
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