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AGOZX vs VSGIX
AGOZX vs VSGIX Comparison
Open Charts AGOZX vs VSGIX
Alger Small Cap Focus Z
Price$20.10
Change+$0.24 (+1.21%)
VolumeN/A
Net Assets916.38M
Vanguard Small Cap Growth Index I
Price$79.26
Change+$0.80 (+1.02%)
VolumeN/A
Net Assets34.95B
AGOZX vs VSGIX Comparison Chart in %
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AGOZX vs. VSGIX 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 VSGIX is a Buy.
FUNDAMENTALS
Fundamentals
VSGIX has more cash in the bank: 35B vs. AGOZX (916M). VSGIX pays higher dividends than AGOZX: VSGIX (0.55) vs AGOZX (0.00). AGOZX was incepted earlier than VSGIX: AGOZX (15 years) vs VSGIX (25 years). AGOZX (0.89) is less costly to investors than VSGIX (0.06). AGOZX is a more actively managed with annual turnover of: 60.23 vs. VSGIX (21.00). AGOZX has a lower initial minimum investment than VSGIX: AGOZX (500000) vs VSGIX (5000000). VSGIX annual gain was more profitable for investors over the last year : 12.95 vs. AGOZX (10.62). VSGIX return over 5 years is better than : 40.73 vs. AGOZX (-24.61).
| AGOZX | VSGIX | AGOZX / VSGIX | |
| Total Expense Ratio | 0.89 | 0.06 | 1,483% |
| Annual Report Gross Expense Ratio | 0.89 | 0.06 | 1,483% |
| Fund Existence | 15 years | 25 years | - |
| Gain YTD | -3.828 | 0.607 | -631% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 500000 | 5000000 | 10% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 916M | 35B | 3% |
| Annual Yield % from dividends | 0.00 | 0.55 | - |
| Returns for 1 year | 10.62 | 12.95 | 82% |
| Returns for 3 years | 20.00 | 41.88 | 48% |
| Returns for 5 years | -24.61 | 40.73 | -60% |
| Returns for 10 years | 72.36 | 116.42 | 62% |
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