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BOGIX vs VSMAX
BOGIX vs VSMAX Comparison
Open Charts BOGIX vs VSMAX
SGI Small Cap Core Fund I Shares
Price$31.48
Change-$1.40 (-4.26%)
VolumeN/A
CapitalizationN/A
Vanguard Small Cap Index Admiral Shares
Price$115.45
Change-$4.89 (-4.06%)
VolumeN/A
CapitalizationN/A
BOGIX vs VSMAX Comparison Chart
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BOGIX vs. VSMAX commentary
Dec 19, 2024
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: 167B vs. BOGIX (128M). 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 : 19.58 vs. BOGIX (13.07). VSMAX return over 5 years is better than : 53.97 vs. BOGIX (16.92).
| 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 | 10.114 | 18.049 | 56% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 10000 | 3000 | 333% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 128M | 167B | 0% |
| Annual Yield % from dividends | 0.00 | 1.42 | - |
| Returns for 1 year | 13.07 | 19.58 | 67% |
| Returns for 3 years | 19.48 | 15.80 | 123% |
| Returns for 5 years | 16.92 | 53.97 | 31% |
| Returns for 10 years | 6.08 | 125.00 | 5% |