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ALFAX vs VSGIX
ALFAX vs VSGIX Comparison
Open Charts ALFAX vs VSGIX
Lord Abbett Alpha Strategy A
Price$25.26
Change+$0.23 (+0.92%)
VolumeN/A
Net Assets566.81M
Vanguard Small Cap Growth Index I
Price$75.56
Change+$1.02 (+1.37%)
VolumeN/A
Net Assets32.98B
ALFAX vs VSGIX Comparison Chart
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ALFAX vs. VSGIX commentary
Jun 04, 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 VSGIX is a Hold.
FUNDAMENTALS
Fundamentals
VSGIX has more cash in the bank: 33B vs. ALFAX (567M). VSGIX pays higher dividends than ALFAX: VSGIX (0.58) vs ALFAX (0.11). ALFAX was incepted earlier than VSGIX: ALFAX (27 years) vs VSGIX (25 years). ALFAX (1.47) is less costly to investors than VSGIX (0.06). VSGIX is a more actively managed with annual turnover of: 21.00 vs. ALFAX (1.00). ALFAX has a lower initial minimum investment than VSGIX: ALFAX (1500) vs VSGIX (5000000). VSGIX annual gain was more profitable for investors over the last year : 6.64 vs. ALFAX (2.31). VSGIX return over 5 years is better than : 34.92 vs. ALFAX (22.63).
| ALFAX | VSGIX | ALFAX / VSGIX | |
| Total Expense Ratio | 1.47 | 0.06 | 2,450% |
| Annual Report Gross Expense Ratio | 1.47 | 0.06 | 2,450% |
| Fund Existence | 27 years | 25 years | - |
| Gain YTD | -3.620 | -5.403 | 67% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 1500 | 5000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 567M | 33B | 2% |
| Annual Yield % from dividends | 0.11 | 0.58 | 18% |
| Returns for 1 year | 2.31 | 6.64 | 35% |
| Returns for 3 years | 7.44 | 22.93 | 32% |
| Returns for 5 years | 22.63 | 34.92 | 65% |
| Returns for 10 years | -18.91 | 100.51 | -19% |
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