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AOFAX vs VSGIX
AOFAX vs VSGIX Comparison
Open Charts AOFAX vs VSGIX
Alger Small Cap Focus A
Price$19.28
Change-$0.43 (-2.18%)
VolumeN/A
CapitalizationN/A
Vanguard Small Cap Growth Index I
Price$78.95
Change-$1.26 (-1.57%)
VolumeN/A
CapitalizationN/A
AOFAX vs VSGIX Comparison Chart
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AOFAX vs. VSGIX commentary
Nov 18, 2024
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 Buy and VSGIX is a StrongBuy.
FUNDAMENTALS
Fundamentals
VSGIX has more cash in the bank: 35.8B vs. AOFAX (1.27B). 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 : 32.38 vs. AOFAX (27.60). VSGIX return over 5 years is better than : 47.68 vs. AOFAX (-6.00).
| 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 | 12.028 | 16.261 | 74% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 5000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.27B | 35.8B | 4% |
| Annual Yield % from dividends | 0.00 | 0.67 | - |
| Returns for 1 year | 27.60 | 32.38 | 85% |
| Returns for 3 years | -38.21 | -6.64 | 576% |
| Returns for 5 years | -6.00 | 47.68 | -13% |
| Returns for 10 years | 68.77 | 131.66 | 52% |
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