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AOFIX vs VSGAX
AOFIX vs VSGAX Comparison
Open Charts AOFIX vs VSGAX
Alger Small Cap Focus I
Price$20.38
Change-$0.06 (-0.29%)
VolumeN/A
Net Assets1.22B
Vanguard Small Cap Growth Index Admiral
Price$101.96
Change+$0.36 (+0.35%)
VolumeN/A
Net Assets38.1B
AOFIX vs VSGAX Comparison Chart
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AOFIX vs. VSGAX commentary
Jan 19, 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 AOFIX is a Hold and VSGAX is a Hold.
FUNDAMENTALS
Fundamentals
VSGAX has more cash in the bank: 38.1B vs. AOFIX (1.22B). VSGAX pays higher dividends than AOFIX: VSGAX (0.66) vs AOFIX (0.00). AOFIX was incepted earlier than VSGAX: AOFIX (17 years) vs VSGAX (13 years). AOFIX is a more actively managed with annual turnover of: 68.04 vs. VSGAX (19.00). AOFIX has a lower initial minimum investment than VSGAX: AOFIX (0) vs VSGAX (3000). VSGAX annual gain was more profitable for investors over the last year : 25.00 vs. AOFIX (16.92). VSGAX return over 5 years is better than : 41.96 vs. AOFIX (-8.65).
| AOFIX | VSGAX | AOFIX / VSGAX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 17 years | 13 years | - |
| Gain YTD | 0.642 | 3.586 | 18% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 3000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.22B | 38.1B | 3% |
| Annual Yield % from dividends | 0.00 | 0.66 | - |
| Returns for 1 year | 16.92 | 25.00 | 68% |
| Returns for 3 years | -6.77 | 16.69 | -41% |
| Returns for 5 years | -8.65 | 41.96 | -21% |
| Returns for 10 years | 91.47 | 139.82 | 65% |