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ALFYX vs VSGIX
ALFYX vs VSGIX Comparison
Open Charts ALFYX vs VSGIX
Lord Abbett Alpha Strategy I
Price$23.59
Change+$0.17 (+0.73%)
VolumeN/A
Net Assets515.17M
Vanguard Small Cap Growth Index I
Price$66.64
Change+$0.45 (+0.68%)
VolumeN/A
Net Assets33.7B
ALFYX vs VSGIX Comparison Chart
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ALFYX vs. VSGIX commentary
Apr 18, 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 ALFYX is a Hold and VSGIX is a Buy.
FUNDAMENTALS
Fundamentals
VSGIX has more cash in the bank: 33.7B vs. ALFYX (515M). VSGIX pays higher dividends than ALFYX: VSGIX (0.61) vs ALFYX (0.38). ALFYX was incepted earlier than VSGIX: ALFYX (21 years) vs VSGIX (25 years). ALFYX (1.22) is less costly to investors than VSGIX (0.06). VSGIX is a more actively managed with annual turnover of: 19.00 vs. ALFYX (1.00). ALFYX has a lower initial minimum investment than VSGIX: ALFYX (1000000) vs VSGIX (5000000). VSGIX annual gain was more profitable for investors over the last year : -1.70 vs. ALFYX (-2.61). VSGIX return over 5 years is better than : 43.20 vs. ALFYX (35.89).
| ALFYX | VSGIX | ALFYX / VSGIX | |
| Total Expense Ratio | 1.22 | 0.06 | 2,033% |
| Annual Report Gross Expense Ratio | 1.22 | 0.06 | 2,033% |
| Fund Existence | 21 years | 25 years | - |
| Gain YTD | -13.452 | -16.000 | 84% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 5000000 | 20% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 515M | 33.7B | 2% |
| Annual Yield % from dividends | 0.38 | 0.61 | 62% |
| Returns for 1 year | -2.61 | -1.70 | 153% |
| Returns for 3 years | -7.11 | 0.19 | -3,702% |
| Returns for 5 years | 35.89 | 43.20 | 83% |
| Returns for 10 years | -23.42 | 78.75 | -30% |
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