The average market capitalization across the group is 22.36B. The market cap for tickers in the group ranges from 872.87M to 43.86B. VSGIX holds the highest valuation in this group at 43.86B. The lowest valued company is APDSX at 872.87M.

High and low price notable news

The average weekly price growth across all stocks in the group was -3%. For the same group, the average monthly price growth was -0%, and the average quarterly price growth was 13%. VSGIX experienced the highest price growth at -3%, while APDSX experienced the biggest fall at -3%.

Volume

The average weekly volume growth across all stocks in the group was 0%. For the same stocks of the group, the average monthly volume growth was 0% and the average quarterly volume growth was 0%

Fundamental Analysis Ratings

The average fundamental analysis ratings, where 1 is best and 100 is worst, are as follows

Valuation Rating:

P/E Growth Rating:

Price Growth Rating:

SMR Rating:

Profit Risk Rating:

Seasonality Score: (-100 ... +100)

APDSX vs. VSGIX commentary

Sep 04, 2026

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 APDSX is a Hold and VSGIX is a Hold.

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FUNDAMENTALS

Fundamentals

VSGIX has more cash in the bank: 43.9B vs. APDSX (873M). VSGIX pays higher dividends than APDSX: VSGIX (0.44) vs APDSX (0.00). APDSX was incepted earlier than VSGIX: APDSX (10 years) vs VSGIX (26 years). APDSX (1.10) is less costly to investors than VSGIX (0.05). APDSX is a more actively managed with annual turnover of: 64.80 vs. VSGIX (24.00). APDSX has a lower initial minimum investment than VSGIX: APDSX (250000) vs VSGIX (5000000). VSGIX annual gain was more profitable for investors over the last year : 18.50 vs. APDSX (11.73). VSGIX return over 5 years is better than : 16.87 vs. APDSX (-24.41).

	APDSX	VSGIX	APDSX / VSGIX
Total Expense Ratio	1.10	0.05	2,200%
Annual Report Gross Expense Ratio	1.10	0.05	2,200%
Fund Existence	10 years	26 years	-
Gain YTD	14.282	14.251	100%
Front Load	N/A	N/A	-
Min. Initial Investment	250000	5000000	5%
Min. Initial Investment IRA	N/A	N/A	-
Net Assets	873M	43.9B	2%
Annual Yield % from dividends	0.00	0.44	-
Returns for 1 year	11.73	18.50	63%
Returns for 3 years	26.61	49.57	54%
Returns for 5 years	-24.41	16.87	-145%
Returns for 10 years	N/A	164.93	-

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