Ad is loading...
BOGIX vs VSMAX
BOGIX vs VSMAX Comparison
Open Charts BOGIX vs VSMAX
SGI Small Cap Core Fund I Shares
Price$30.45
Change-$0.89 (-2.84%)
VolumeN/A
Net Assets115.41M
Vanguard Small Cap Index Admiral Shares
Price$114.81
Change-$3.10 (-2.63%)
VolumeN/A
Net Assets160.88B
BOGIX vs VSMAX Comparison Chart
Loading...
View a ticker or compare two or three
VS
VS
BOGIX vs. VSMAX commentary
Feb 23, 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: 161B vs. BOGIX (115M). 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 : 11.25 vs. BOGIX (3.80). VSMAX return over 5 years is better than : 44.48 vs. BOGIX (7.02).
| 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 | -1.136 | -0.304 | 374% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 10000 | 3000 | 333% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 115M | 161B | 0% |
| Annual Yield % from dividends | 0.00 | 1.42 | - |
| Returns for 1 year | 3.80 | 11.25 | 34% |
| Returns for 3 years | 17.26 | 18.86 | 92% |
| Returns for 5 years | 7.02 | 44.48 | 16% |
| Returns for 10 years | -6.02 | 105.78 | -6% |
View a ticker or compare two or three
VS
VS
Ad is loading...