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AGIZX vs VSMPX
AGIZX vs VSMPX Comparison
Open Charts AGIZX vs VSMPX
Alger Growth & Income Z
Price$82.74
Change+$0.63 (+0.77%)
VolumeN/A
Net Assets743.55M
Vanguard Total Stock Mkt Idx Instl Pls
Price$281.45
Change+$2.40 (+0.86%)
VolumeN/A
Net Assets1.82T
AGIZX vs VSMPX Comparison Chart in %
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AGIZX vs. VSMPX commentary
Jul 06, 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 AGIZX is a Buy and VSMPX is a Buy.
FUNDAMENTALS
Fundamentals
VSMPX has more cash in the bank: 1.82T vs. AGIZX (744M). AGIZX pays higher dividends than VSMPX: AGIZX (1.39) vs VSMPX (1.22). AGIZX was incepted earlier than VSMPX: AGIZX (13 years) vs VSMPX (10 years). AGIZX (0.64) is less costly to investors than VSMPX (0.02). VSMPX is a more actively managed with annual turnover of: 2.00 vs. AGIZX (1.53). AGIZX has a lower initial minimum investment than VSMPX: AGIZX (500000) vs VSMPX (100000000). VSMPX (13.90) and AGIZX (13.37) have marching annual gain over last year. AGIZX return over 5 years is better than : 108.54 vs. VSMPX (95.69).
| AGIZX | VSMPX | AGIZX / VSMPX | |
| Total Expense Ratio | 0.64 | 0.02 | 3,200% |
| Annual Report Gross Expense Ratio | 0.64 | 0.02 | 3,200% |
| Fund Existence | 13 years | 10 years | - |
| Gain YTD | 7.414 | 6.426 | 115% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 500000 | 100000000 | 1% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 744M | 1.82T | 0% |
| Annual Yield % from dividends | 1.39 | 1.22 | 113% |
| Returns for 1 year | 13.37 | 13.90 | 96% |
| Returns for 3 years | 65.25 | 62.17 | 105% |
| Returns for 5 years | 108.54 | 95.69 | 113% |
| Returns for 10 years | 188.50 | 189.21 | 100% |
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