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AGOZX vs NRGSX
AGOZX vs NRGSX Comparison
Open Charts AGOZX vs NRGSX
Alger Small Cap Focus Z
Price$24.11
Change+$0.06 (+0.25%)
VolumeN/A
Net Assets909.62M
AGOZX vs NRGSX Comparison Chart in %
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AGOZX vs. NRGSX commentary
Jan 15, 2026
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 AGOZX is a Buy and NRGSX is a Hold.
FUNDAMENTALS
Fundamentals
NRGSX has more cash in the bank: 8.57B vs. AGOZX (910M). NRGSX pays higher dividends than AGOZX: NRGSX (0.50) vs AGOZX (0.00). AGOZX was incepted earlier than NRGSX: AGOZX (15 years) vs NRGSX (13 years). AGOZX (0.89) is less costly to investors than NRGSX (0.74). AGOZX is a more actively managed with annual turnover of: 60.23 vs. NRGSX (23.00). NRGSX has a lower initial minimum investment than AGOZX: NRGSX (0) vs AGOZX (500000). AGOZX annual gain was more profitable for investors over the last year : 15.86 vs. NRGSX (-12.03). NRGSX return over 5 years is better than : -21.40 vs. AGOZX (-31.58).
| AGOZX | NRGSX | AGOZX / NRGSX | |
| Total Expense Ratio | 0.89 | 0.74 | 120% |
| Annual Report Gross Expense Ratio | 0.89 | 0.74 | 120% |
| Fund Existence | 15 years | 13 years | - |
| Gain YTD | 7.490 | 6.345 | 118% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 500000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 910M | 8.57B | 11% |
| Annual Yield % from dividends | 0.00 | 0.50 | - |
| Returns for 1 year | 15.86 | -12.03 | -132% |
| Returns for 3 years | 39.12 | 0.11 | 37,163% |
| Returns for 5 years | -31.58 | -21.40 | 148% |
| Returns for 10 years | 145.93 | 25.72 | 567% |
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