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ALFAX vs VSGAX
ALFAX vs VSGAX Comparison
Open Charts ALFAX vs VSGAX
Lord Abbett Alpha Strategy A
Price$22.63
Change+$0.16 (+0.71%)
VolumeN/A
Net Assets515.17M
Vanguard Small Cap Growth Index Admiral
Price$83.22
Change+$0.57 (+0.69%)
VolumeN/A
Net Assets33.7B
ALFAX vs VSGAX Comparison Chart
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ALFAX vs. VSGAX commentary
Apr 18, 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 ALFAX is a Hold and VSGAX is a Buy.
FUNDAMENTALS
Fundamentals
VSGAX has more cash in the bank: 33.7B vs. ALFAX (515M). VSGAX pays higher dividends than ALFAX: VSGAX (0.60) vs ALFAX (0.11). ALFAX was incepted earlier than VSGAX: ALFAX (27 years) vs VSGAX (14 years). ALFAX (1.47) is less costly to investors than VSGAX (0.07). VSGAX is a more actively managed with annual turnover of: 19.00 vs. ALFAX (1.00). ALFAX has a lower initial minimum investment than VSGAX: ALFAX (1500) vs VSGAX (3000). VSGAX annual gain was more profitable for investors over the last year : -1.71 vs. ALFAX (-2.88). VSGAX return over 5 years is better than : 43.18 vs. ALFAX (33.72).
| ALFAX | VSGAX | ALFAX / VSGAX | |
| Total Expense Ratio | 1.47 | 0.07 | 2,100% |
| Annual Report Gross Expense Ratio | 1.47 | 0.07 | 2,100% |
| Fund Existence | 27 years | 14 years | - |
| Gain YTD | -13.477 | -15.998 | 84% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 1500 | 3000 | 50% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 515M | 33.7B | 2% |
| Annual Yield % from dividends | 0.11 | 0.60 | 19% |
| Returns for 1 year | -2.88 | -1.71 | 169% |
| Returns for 3 years | -7.85 | 0.18 | -4,346% |
| Returns for 5 years | 33.72 | 43.18 | 78% |
| Returns for 10 years | -26.42 | 78.73 | -34% |
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