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ALFKX vs VEXRX
ALFKX vs VEXRX Comparison
Open Charts ALFKX vs VEXRX
ALFKX vs VEXRX Comparison Chart in %
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ALFKX vs. VEXRX commentary
Sep 21, 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 (636M). 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 : 6.64 vs. VEXRX (4.99). ALFKX return over 5 years is better than : 4.29 vs. VEXRX (-12.78).
| 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 | 12.813 | 12.157 | 105% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 50000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 636M | 22.4B | 3% |
| Annual Yield % from dividends | 0.00 | 0.49 | - |
| Returns for 1 year | 6.64 | 4.99 | 133% |
| Returns for 3 years | 41.41 | 27.76 | 149% |
| Returns for 5 years | 4.29 | -12.78 | -34% |
| Returns for 10 years | 17.97 | 49.05 | 37% |
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