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BOGIX vs VSMAX
BOGIX vs VSMAX Comparison
Open Charts BOGIX vs VSMAX
SGI Small Cap Core Fund I Shares
Price$27.47
Change-$1.81 (-6.18%)
VolumeN/A
Net Assets107.25M
Vanguard Small Cap Index Admiral Shares
Price$101.10
Change-$7.25 (-6.69%)
VolumeN/A
Net Assets153.45B
BOGIX vs VSMAX Comparison Chart
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BOGIX vs. VSMAX commentary
Apr 04, 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 Buy and VSMAX is a StrongBuy.
FUNDAMENTALS
Fundamentals
VSMAX has more cash in the bank: 153B vs. BOGIX (107M). VSMAX pays higher dividends than BOGIX: VSMAX (1.52) vs BOGIX (0.67). BOGIX was incepted earlier than VSMAX: BOGIX (26 years) vs VSMAX (24 years). BOGIX (1.25) is less costly to investors than VSMAX (0.05). BOGIX is a more actively managed with annual turnover of: 211.00 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 : 1.20 vs. BOGIX (-4.56). VSMAX return over 5 years is better than : 115.95 vs. BOGIX (62.58).
| BOGIX | VSMAX | BOGIX / VSMAX | |
| Total Expense Ratio | 1.23 | 0.05 | 2,460% |
| Annual Report Gross Expense Ratio | 1.25 | 0.05 | 2,500% |
| Fund Existence | 26 years | 24 years | - |
| Gain YTD | -4.935 | -5.824 | 85% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 10000 | 3000 | 333% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 107M | 153B | 0% |
| Annual Yield % from dividends | 0.67 | 1.52 | 44% |
| Returns for 1 year | -4.56 | 1.20 | -378% |
| Returns for 3 years | 9.37 | 6.53 | 143% |
| Returns for 5 years | 62.58 | 115.95 | 54% |
| Returns for 10 years | -12.05 | 91.10 | -13% |
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