Interact to see
Advertisement
Advertisement
ALFKX vs VSGAX
ALFKX vs VSGAX Comparison
Open Charts ALFKX vs VSGAX
Lord Abbett Alpha Strategy R4
Price$26.21
Change+$0.06 (+0.23%)
VolumeN/A
Net Assets589.39M
Vanguard Small Cap Growth Index Admiral
Price$97.35
Change+$0.21 (+0.22%)
VolumeN/A
Net Assets34.95B
ALFKX vs VSGAX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
ALFKX vs. VSGAX commentary
Jul 01, 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 ALFKX is a Hold and VSGAX is a Buy.
FUNDAMENTALS
Fundamentals
VSGAX has more cash in the bank: 35B vs. ALFKX (589M). VSGAX pays higher dividends than ALFKX: VSGAX (0.57) vs ALFKX (0.10). ALFKX was incepted earlier than VSGAX: ALFKX (10 years) vs VSGAX (14 years). ALFKX (1.47) is less costly to investors than VSGAX (0.07). VSGAX is a more actively managed with annual turnover of: 21.00 vs. ALFKX (1.00). ALFKX has a lower initial minimum investment than VSGAX: ALFKX (0) vs VSGAX (3000). VSGAX annual gain was more profitable for investors over the last year : 10.74 vs. ALFKX (7.32). VSGAX return over 5 years is better than : 43.30 vs. ALFKX (30.20).
| ALFKX | VSGAX | ALFKX / VSGAX | |
| Total Expense Ratio | 1.47 | 0.07 | 2,100% |
| Annual Report Gross Expense Ratio | 1.47 | 0.07 | 2,100% |
| Fund Existence | 10 years | 14 years | - |
| Gain YTD | 1.004 | -1.271 | -79% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 3000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 589M | 35B | 2% |
| Annual Yield % from dividends | 0.10 | 0.57 | 17% |
| Returns for 1 year | 7.32 | 10.74 | 68% |
| Returns for 3 years | 24.43 | 37.89 | 64% |
| Returns for 5 years | 30.20 | 43.30 | 70% |
| Returns for 10 years | -14.76 | 111.36 | -13% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement