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BOGIX vs VSMAX
BOGIX vs VSMAX Comparison
Open Charts BOGIX vs VSMAX
SGI Small Cap Core Fund I Shares
Price$31.84
Change+$0.15 (+0.47%)
VolumeN/A
Net Assets126.19M
Vanguard Small Cap Index Admiral Shares
Price$119.04
Change+$0.48 (+0.40%)
VolumeN/A
Net Assets155.27B
BOGIX vs VSMAX Comparison Chart
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VS
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BOGIX vs. VSMAX 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 BOGIX is a Hold and VSMAX is a Hold.
FUNDAMENTALS
Fundamentals
VSMAX has more cash in the bank: 155B vs. BOGIX (126M). VSMAX pays higher dividends than BOGIX: VSMAX (1.42) vs BOGIX (0.00). BOGIX was incepted earlier than VSMAX: BOGIX (25 years) vs VSMAX (24 years). BOGIX is a more actively managed with annual turnover of: 197.00 vs. VSMAX (12.00). VSMAX has a lower initial minimum investment than BOGIX: VSMAX (3000) vs BOGIX (10000). VSMAX annual gain was more profitable for investors over the last year : 21.26 vs. BOGIX (11.21). VSMAX return over 5 years is better than : 48.99 vs. BOGIX (11.44).
| BOGIX | VSMAX | BOGIX / VSMAX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 25 years | 24 years | - |
| Gain YTD | 3.377 | 3.369 | 100% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 10000 | 3000 | 333% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 126M | 155B | 0% |
| Annual Yield % from dividends | 0.00 | 1.42 | - |
| Returns for 1 year | 11.21 | 21.26 | 53% |
| Returns for 3 years | 17.36 | 17.25 | 101% |
| Returns for 5 years | 11.44 | 48.99 | 23% |
| Returns for 10 years | 6.77 | 127.10 | 5% |
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