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ALFAX vs VSGIX
ALFAX vs VSGIX Comparison
Open Charts ALFAX vs VSGIX
Lord Abbett Alpha Strategy A
Price$25.38
Change-$0.71 (-2.72%)
VolumeN/A
Net Assets593.27M
Vanguard Small Cap Growth Index I
Price$78.57
Change-$2.54 (-3.13%)
VolumeN/A
Net Assets39.59B
ALFAX vs VSGIX Comparison Chart
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ALFAX vs. VSGIX commentary
Feb 23, 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: 39.6B vs. ALFAX (593M). VSGIX pays higher dividends than ALFAX: VSGIX (0.67) vs ALFAX (0.08). ALFAX was incepted earlier than VSGIX: ALFAX (27 years) vs VSGIX (25 years). VSGIX is a more actively managed with annual turnover of: 19.00 vs. ALFAX (4.00). 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 : 12.96 vs. ALFAX (6.97). VSGIX return over 5 years is better than : 35.64 vs. ALFAX (13.79).
| ALFAX | VSGIX | ALFAX / VSGIX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 27 years | 25 years | - |
| Gain YTD | -2.272 | -0.330 | 689% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1500 | 5000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 593M | 39.6B | 1% |
| Annual Yield % from dividends | 0.08 | 0.67 | 12% |
| Returns for 1 year | 6.97 | 12.96 | 54% |
| Returns for 3 years | 1.43 | 19.39 | 7% |
| Returns for 5 years | 13.79 | 35.64 | 39% |
| Returns for 10 years | -14.75 | 116.38 | -13% |
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