Ad is loading...
AOFIX vs VSGIX
AOFIX vs VSGIX Comparison
Open Charts AOFIX vs VSGIX
Alger Small Cap Focus I
Price$20.38
Change-$0.06 (-0.29%)
VolumeN/A
Net Assets1.22B
Vanguard Small Cap Growth Index I
Price$81.65
Change+$0.29 (+0.36%)
VolumeN/A
Net Assets38.1B
AOFIX vs VSGIX Comparison Chart
Loading...
View a ticker or compare two or three
VS
VS
AOFIX vs. VSGIX 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 VSGIX is a Hold.
FUNDAMENTALS
Fundamentals
VSGIX has more cash in the bank: 38.1B vs. AOFIX (1.22B). VSGIX pays higher dividends than AOFIX: VSGIX (0.67) vs AOFIX (0.00). AOFIX was incepted earlier than VSGIX: AOFIX (17 years) vs VSGIX (25 years). AOFIX is a more actively managed with annual turnover of: 68.04 vs. VSGIX (19.00). AOFIX has a lower initial minimum investment than VSGIX: AOFIX (0) vs VSGIX (5000000). VSGIX annual gain was more profitable for investors over the last year : 25.00 vs. AOFIX (16.92). VSGIX return over 5 years is better than : 41.97 vs. AOFIX (-8.65).
| AOFIX | VSGIX | AOFIX / 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 | 0.642 | 3.577 | 18% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 5000000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.22B | 38.1B | 3% |
| Annual Yield % from dividends | 0.00 | 0.67 | - |
| Returns for 1 year | 16.92 | 25.00 | 68% |
| Returns for 3 years | -6.77 | 16.70 | -41% |
| Returns for 5 years | -8.65 | 41.97 | -21% |
| Returns for 10 years | 91.47 | 139.86 | 65% |