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AGOZX vs VEXPX
AGOZX vs VEXPX Comparison
Open Charts AGOZX vs VEXPX
Alger Small Cap Focus Z
Price$20.49
Change-$0.10 (-0.49%)
VolumeN/A
Net Assets878.19M
AGOZX vs VEXPX Comparison Chart in %
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AGOZX vs. VEXPX commentary
Aug 17, 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 Buy.
FUNDAMENTALS
Fundamentals
VEXPX has more cash in the bank: 19.9B vs. AGOZX (878M). 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 : 9.51 vs. VEXPX (-1.90). VEXPX return over 5 years is better than : 5.07 vs. AGOZX (-23.66).
| 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 | -1.962 | 1.235 | -159% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 500000 | 3000 | 16,667% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 878M | 19.9B | 4% |
| Annual Yield % from dividends | 0.00 | 0.40 | - |
| Returns for 1 year | 9.51 | -1.90 | -502% |
| Returns for 3 years | 4.65 | 5.40 | 86% |
| Returns for 5 years | -23.66 | 5.07 | -466% |
| Returns for 10 years | 74.37 | 19.92 | 373% |
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