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AOFAX vs VSGIX
AOFAX vs VSGIX Comparison
Open Charts AOFAX vs VSGIX
Alger Small Cap Focus A
Price$18.73
Change-$0.90 (-4.58%)
VolumeN/A
Net Assets1.13B
Vanguard Small Cap Growth Index I
Price$78.57
Change-$2.54 (-3.13%)
VolumeN/A
Net Assets39.59B
AOFAX vs VSGIX Comparison Chart
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AOFAX 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 AOFAX is a Hold and VSGIX is a Hold.
FUNDAMENTALS
Fundamentals
VSGIX has more cash in the bank: 39.6B vs. AOFAX (1.13B). VSGIX pays higher dividends than AOFAX: VSGIX (0.67) vs AOFAX (0.00). AOFAX was incepted earlier than VSGIX: AOFAX (17 years) vs VSGIX (25 years). AOFAX is a more actively managed with annual turnover of: 68.04 vs. VSGIX (19.00). AOFAX has a lower initial minimum investment than VSGIX: AOFAX (1000) vs VSGIX (5000000). VSGIX annual gain was more profitable for investors over the last year : 12.96 vs. AOFAX (4.75). VSGIX return over 5 years is better than : 35.64 vs. AOFAX (-16.98).
| AOFAX | VSGIX | AOFAX / VSGIX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 17 years | 25 years | - |
| Gain YTD | -4.292 | -0.330 | 1,301% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 5000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.13B | 39.6B | 3% |
| Annual Yield % from dividends | 0.00 | 0.67 | - |
| Returns for 1 year | 4.75 | 12.96 | 37% |
| Returns for 3 years | -6.16 | 19.39 | -32% |
| Returns for 5 years | -16.98 | 35.64 | -48% |
| Returns for 10 years | 66.99 | 116.38 | 58% |
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