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AGOZX vs VEXPX
AGOZX vs VEXPX Comparison
Open Charts AGOZX vs VEXPX
Alger Small Cap Focus Z
Price$18.88
Change-$0.33 (-1.72%)
VolumeN/A
Net Assets874.74M
AGOZX vs VEXPX Comparison Chart
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AGOZX vs. VEXPX commentary
Jun 16, 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 Hold.
FUNDAMENTALS
Fundamentals
VEXPX has more cash in the bank: 19.4B vs. AGOZX (875M). VEXPX pays higher dividends than AGOZX: VEXPX (0.42) vs AGOZX (0.00). AGOZX was incepted earlier than VEXPX: AGOZX (14 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 : 0.96 vs. VEXPX (-4.59). VEXPX return over 5 years is better than : 12.47 vs. AGOZX (-20.10).
| AGOZX | VEXPX | AGOZX / VEXPX | |
| Total Expense Ratio | 0.89 | 0.44 | 202% |
| Annual Report Gross Expense Ratio | 0.89 | 0.44 | 202% |
| Fund Existence | 14 years | 58 years | - |
| Gain YTD | -9.665 | -4.593 | 210% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 500000 | 3000 | 16,667% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 875M | 19.4B | 5% |
| Annual Yield % from dividends | 0.00 | 0.42 | - |
| Returns for 1 year | 0.96 | -4.59 | -21% |
| Returns for 3 years | 15.83 | 16.76 | 94% |
| Returns for 5 years | -20.10 | 12.47 | -161% |
| Returns for 10 years | 61.35 | 8.96 | 685% |
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