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AOFAX vs VEXPX
AOFAX vs VEXPX Comparison
Open Charts AOFAX vs VEXPX
Alger Small Cap Focus A
Price$19.13
Change-$0.10 (-0.52%)
VolumeN/A
Net Assets878.19M
AOFAX vs VEXPX Comparison Chart in %
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AOFAX vs. VEXPX commentary
Aug 18, 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 AOFAX is a Hold and VEXPX is a Hold.
FUNDAMENTALS
Fundamentals
VEXPX has more cash in the bank: 19.9B vs. AOFAX (878M). VEXPX pays higher dividends than AOFAX: VEXPX (0.40) vs AOFAX (0.00). AOFAX was incepted earlier than VEXPX: AOFAX (17 years) vs VEXPX (58 years). AOFAX (1.22) is less costly to investors than VEXPX (0.44). AOFAX is a more actively managed with annual turnover of: 60.23 vs. VEXPX (35.00). AOFAX has a lower initial minimum investment than VEXPX: AOFAX (1000) vs VEXPX (3000). AOFAX annual gain was more profitable for investors over the last year : 9.38 vs. VEXPX (-1.90). VEXPX return over 5 years is better than : 5.07 vs. AOFAX (-25.56).
| AOFAX | VEXPX | AOFAX / VEXPX | |
| Total Expense Ratio | 1.22 | 0.44 | 277% |
| Annual Report Gross Expense Ratio | 1.22 | 0.44 | 277% |
| Fund Existence | 17 years | 58 years | - |
| Gain YTD | -2.248 | 1.235 | -182% |
| Front Load | 5% | N/A | - |
| Min. Initial Investment | 1000 | 3000 | 33% |
| 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 | 9.38 | -1.90 | -494% |
| Returns for 3 years | 3.18 | 5.40 | 59% |
| Returns for 5 years | -25.56 | 5.07 | -504% |
| Returns for 10 years | 67.02 | 19.92 | 336% |
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