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AOFYX vs VEXRX
AOFYX vs VEXRX Comparison
Open Charts AOFYX vs VEXRX
Alger Small Cap Focus Y
Price$17.65
Change+$0.32 (+1.85%)
VolumeN/A
Net Assets905.1M
AOFYX vs VEXRX Comparison Chart
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AOFYX vs. VEXRX commentary
Apr 03, 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 AOFYX is a Hold and VEXRX is a Buy.
FUNDAMENTALS
Fundamentals
VEXRX has more cash in the bank: 21.4B vs. AOFYX (905M). VEXRX pays higher dividends than AOFYX: VEXRX (0.56) vs AOFYX (0.00). AOFYX was incepted earlier than VEXRX: AOFYX (8 years) vs VEXRX (23 years). AOFYX (0.90) is less costly to investors than VEXRX (0.34). AOFYX is a more actively managed with annual turnover of: 60.23 vs. VEXRX (35.00). VEXRX has a lower initial minimum investment than AOFYX: VEXRX (50000) vs AOFYX (500000). VEXRX annual gain was more profitable for investors over the last year : -10.98 vs. AOFYX (-12.47). VEXRX return over 5 years is better than : 44.60 vs. AOFYX (-5.06).
| AOFYX | VEXRX | AOFYX / VEXRX | |
| Total Expense Ratio | 0.86 | 0.34 | 253% |
| Annual Report Gross Expense Ratio | 0.90 | 0.34 | 265% |
| Fund Existence | 8 years | 23 years | - |
| Gain YTD | -17.456 | -8.900 | 196% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 500000 | 50000 | 1,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 905M | 21.4B | 4% |
| Annual Yield % from dividends | 0.00 | 0.56 | - |
| Returns for 1 year | -12.47 | -10.98 | 114% |
| Returns for 3 years | -22.36 | -9.93 | 225% |
| Returns for 5 years | -5.06 | 44.60 | -11% |
| Returns for 10 years | N/A | 6.62 | - |
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