Ad is loading...
AOFIX vs VSGIX
AOFIX vs VSGIX Comparison
Open Charts AOFIX vs VSGIX
Alger Small Cap Focus I
Price$16.21
Change+$0.37 (+2.34%)
VolumeN/A
Net Assets854.07M
Vanguard Small Cap Growth Index I
Price$66.53
Change+$1.05 (+1.60%)
VolumeN/A
Net Assets33.7B
AOFIX vs VSGIX Comparison Chart
Loading...
View a ticker or compare two or three
VS
VS
AOFIX vs. VSGIX commentary
Apr 14, 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 Buy.
FUNDAMENTALS
Fundamentals
VSGIX has more cash in the bank: 33.7B vs. AOFIX (854M). VSGIX pays higher dividends than AOFIX: VSGIX (0.61) vs AOFIX (0.00). AOFIX was incepted earlier than VSGIX: AOFIX (17 years) vs VSGIX (25 years). AOFIX (1.37) is less costly to investors than VSGIX (0.06). AOFIX is a more actively managed with annual turnover of: 60.23 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 : -6.40 vs. AOFIX (-14.01). VSGIX return over 5 years is better than : 46.81 vs. AOFIX (-16.44).
| AOFIX | VSGIX | AOFIX / VSGIX | |
| Total Expense Ratio | 1.37 | 0.06 | 2,283% |
| Annual Report Gross Expense Ratio | 1.37 | 0.06 | 2,283% |
| Fund Existence | 17 years | 25 years | - |
| Gain YTD | -19.951 | -15.568 | 128% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 5000000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 854M | 33.7B | 3% |
| Annual Yield % from dividends | 0.00 | 0.61 | - |
| Returns for 1 year | -14.01 | -6.40 | 219% |
| Returns for 3 years | -20.23 | 0.03 | -68,797% |
| Returns for 5 years | -16.44 | 46.81 | -35% |
| Returns for 10 years | 37.45 | 79.62 | 47% |
View a ticker or compare two or three
VS
VS
Ad is loading...
Interesting Tickers