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AOFAX vs VSGIX
AOFAX vs VSGIX Comparison
Open Charts AOFAX vs VSGIX
Alger Small Cap Focus A
Price$18.52
Change+$0.27 (+1.48%)
VolumeN/A
Net Assets897.58M
Vanguard Small Cap Growth Index I
Price$77.68
Change+$1.04 (+1.36%)
VolumeN/A
Net Assets34.95B
AOFAX vs VSGIX Comparison Chart in %
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AOFAX vs. VSGIX commentary
Jun 28, 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 Buy.
FUNDAMENTALS
Fundamentals
VSGIX has more cash in the bank: 35B vs. AOFAX (898M). VSGIX pays higher dividends than AOFAX: VSGIX (0.58) vs AOFAX (0.00). AOFAX was incepted earlier than VSGIX: AOFAX (17 years) vs VSGIX (25 years). AOFAX (1.22) is less costly to investors than VSGIX (0.06). AOFAX is a more actively managed with annual turnover of: 60.23 vs. VSGIX (21.00). 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 : 10.08 vs. AOFAX (7.29). VSGIX return over 5 years is better than : 41.20 vs. AOFAX (-24.59).
| AOFAX | VSGIX | AOFAX / VSGIX | |
| Total Expense Ratio | 1.22 | 0.06 | 2,033% |
| Annual Report Gross Expense Ratio | 1.22 | 0.06 | 2,033% |
| Fund Existence | 17 years | 25 years | - |
| Gain YTD | -6.745 | -2.738 | 246% |
| Front Load | 5% | N/A | - |
| Min. Initial Investment | 1000 | 5000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 898M | 35B | 3% |
| Annual Yield % from dividends | 0.00 | 0.58 | - |
| Returns for 1 year | 7.29 | 10.08 | 72% |
| Returns for 3 years | 11.76 | 32.72 | 36% |
| Returns for 5 years | -24.59 | 41.20 | -60% |
| Returns for 10 years | 61.29 | 109.78 | 56% |