Interact to see
Advertisement
Advertisement
ALFKX vs VEXRX
ALFKX vs VEXRX Comparison
Open Charts ALFKX vs VEXRX
ALFKX vs VEXRX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
ALFKX vs. VEXRX commentary
Jun 23, 2026
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 ALFKX is a Hold and VEXRX is a Hold.
FUNDAMENTALS
Fundamentals
VEXRX has more cash in the bank: 22.4B vs. ALFKX (706M). VEXRX pays higher dividends than ALFKX: VEXRX (0.49) vs ALFKX (0.00). ALFKX was incepted earlier than VEXRX: ALFKX (11 years) vs VEXRX (25 years). ALFKX (1.47) is less costly to investors than VEXRX (0.28). VEXRX is a more actively managed with annual turnover of: 51.00 vs. ALFKX (4.00). ALFKX has a lower initial minimum investment than VEXRX: ALFKX (0) vs VEXRX (50000). ALFKX annual gain was more profitable for investors over the last year : 29.00 vs. VEXRX (21.94). ALFKX return over 5 years is better than : 11.73 vs. VEXRX (-6.49).
| ALFKX | VEXRX | ALFKX / VEXRX | |
| Total Expense Ratio | 1.47 | 0.28 | 525% |
| Annual Report Gross Expense Ratio | 1.47 | 0.28 | 525% |
| Fund Existence | 11 years | 25 years | - |
| Gain YTD | 21.479 | 17.256 | 124% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 50000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 706M | 22.4B | 3% |
| Annual Yield % from dividends | 0.00 | 0.49 | - |
| Returns for 1 year | 29.00 | 21.94 | 132% |
| Returns for 3 years | 50.38 | 34.28 | 147% |
| Returns for 5 years | 11.73 | -6.49 | -181% |
| Returns for 10 years | 38.06 | 69.83 | 55% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement
Interesting Tickers