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AGOZX vs VEXPX
AGOZX vs VEXPX Comparison
Open Charts AGOZX vs VEXPX
Alger Small Cap Focus Z
Price$20.10
Change+$0.24 (+1.21%)
VolumeN/A
Net Assets916.38M
AGOZX vs VEXPX Comparison Chart in %
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AGOZX vs. VEXPX commentary
Jul 07, 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 AGOZX is a Hold and VEXPX is a StrongBuy.
FUNDAMENTALS
Fundamentals
VEXPX has more cash in the bank: 19.4B vs. AGOZX (916M). VEXPX pays higher dividends than AGOZX: VEXPX (0.40) vs AGOZX (0.00). AGOZX was incepted earlier than VEXPX: AGOZX (15 years) vs VEXPX (58 years). AGOZX (0.89) is less costly to investors than VEXPX (0.44). AGOZX is a more actively managed with annual turnover of: 60.23 vs. VEXPX (35.00). VEXPX has a lower initial minimum investment than AGOZX: VEXPX (3000) vs AGOZX (500000). AGOZX annual gain was more profitable for investors over the last year : 10.62 vs. VEXPX (1.30). VEXPX return over 5 years is better than : 13.29 vs. AGOZX (-24.61).
| AGOZX | VEXPX | AGOZX / VEXPX | |
| Total Expense Ratio | 0.89 | 0.44 | 202% |
| Annual Report Gross Expense Ratio | 0.89 | 0.44 | 202% |
| Fund Existence | 15 years | 58 years | - |
| Gain YTD | -3.828 | 0.739 | -518% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 500000 | 3000 | 16,667% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 916M | 19.4B | 5% |
| Annual Yield % from dividends | 0.00 | 0.40 | - |
| Returns for 1 year | 10.62 | 1.30 | 815% |
| Returns for 3 years | 20.00 | 20.99 | 95% |
| Returns for 5 years | -24.61 | 13.29 | -185% |
| Returns for 10 years | 72.36 | 18.24 | 397% |
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