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AGOZX vs VEXPX
AGOZX vs VEXPX Comparison
Open Charts AGOZX vs VEXPX
Alger Small Cap Focus Z
Price$21.21
Change+$0.35 (+1.68%)
VolumeN/A
Net Assets894.09M
AGOZX vs VEXPX Comparison Chart in %
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AGOZX vs. VEXPX commentary
Sep 08, 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 Buy and VEXPX is a Buy.
FUNDAMENTALS
Fundamentals
VEXPX has more cash in the bank: 20.5B vs. AGOZX (894M). VEXPX pays higher dividends than AGOZX: VEXPX (0.39) 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 : 16.92 vs. VEXPX (2.63). VEXPX return over 5 years is better than : 12.14 vs. AGOZX (-19.90).
| 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 | 1.483 | 5.159 | 29% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 500000 | 3000 | 16,667% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 894M | 20.5B | 4% |
| Annual Yield % from dividends | 0.00 | 0.39 | - |
| Returns for 1 year | 16.92 | 2.63 | 643% |
| Returns for 3 years | 20.79 | 22.05 | 94% |
| Returns for 5 years | -19.90 | 12.14 | -164% |
| Returns for 10 years | 90.94 | 31.21 | 291% |
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