Ad is loading...
AOFCX vs VSGIX
AOFCX vs VSGIX Comparison
Open Charts AOFCX vs VSGIX
Alger Small Cap Focus C
Price$16.10
Change-$0.77 (-4.56%)
VolumeN/A
Net Assets1.18B
Vanguard Small Cap Growth Index I
Price$78.57
Change-$2.54 (-3.13%)
VolumeN/A
Net Assets39.59B
AOFCX vs VSGIX Comparison Chart
Loading...
View a ticker or compare two or three
VS
VS
AOFCX 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 AOFCX is a Hold and VSGIX is a StrongBuy.
FUNDAMENTALS
Fundamentals
VSGIX has more cash in the bank: 39.6B vs. AOFCX (1.18B). VSGIX pays higher dividends than AOFCX: VSGIX (0.67) vs AOFCX (0.00). AOFCX was incepted earlier than VSGIX: AOFCX (17 years) vs VSGIX (25 years). AOFCX is a more actively managed with annual turnover of: 68.04 vs. VSGIX (19.00). AOFCX has a lower initial minimum investment than VSGIX: AOFCX (1000) vs VSGIX (5000000). VSGIX annual gain was more profitable for investors over the last year : 16.61 vs. AOFCX (12.28). VSGIX return over 5 years is better than : 40.02 vs. AOFCX (-15.47).
| AOFCX | VSGIX | AOFCX / 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 | 1.544 | 2.892 | 53% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 5000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.18B | 39.6B | 3% |
| Annual Yield % from dividends | 0.00 | 0.67 | - |
| Returns for 1 year | 12.28 | 16.61 | 74% |
| Returns for 3 years | -3.12 | 23.24 | -13% |
| Returns for 5 years | -15.47 | 40.02 | -39% |
| Returns for 10 years | 63.58 | 123.38 | 52% |
View a ticker or compare two or three
VS
VS
Ad is loading...