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AOFAX vs VEXPX
AOFAX vs VEXPX Comparison
Open Charts AOFAX vs VEXPX
Alger Small Cap Focus A
Price$18.78
Change+$0.23 (+1.24%)
VolumeN/A
Net Assets916.38M
AOFAX vs VEXPX Comparison Chart in %
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AOFAX vs. VEXPX 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 AOFAX is a Hold and VEXPX is a StrongBuy.
FUNDAMENTALS
Fundamentals
VEXPX has more cash in the bank: 19.4B vs. AOFAX (916M). 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 : 10.47 vs. VEXPX (1.30). VEXPX return over 5 years is better than : 13.29 vs. AOFAX (-26.47).
| 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 | -4.037 | 0.739 | -546% |
| Front Load | 5% | N/A | - |
| Min. Initial Investment | 1000 | 3000 | 33% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 916M | 19.4B | 5% |
| Annual Yield % from dividends | 0.00 | 0.40 | - |
| Returns for 1 year | 10.47 | 1.30 | 803% |
| Returns for 3 years | 18.41 | 20.99 | 88% |
| Returns for 5 years | -26.47 | 13.29 | -199% |
| Returns for 10 years | 65.11 | 18.24 | 357% |