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AOFIX vs VEXPX
AOFIX vs VEXPX Comparison
Open Charts AOFIX vs VEXPX
Alger Small Cap Focus I
Price$20.16
Change+$0.19 (+0.95%)
VolumeN/A
Net Assets894.09M
AOFIX vs VEXPX Comparison Chart in %
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AOFIX vs. VEXPX commentary
Sep 08, 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 AOFIX is a Buy and VEXPX is a Buy.
FUNDAMENTALS
Fundamentals
VEXPX has more cash in the bank: 20.5B vs. AOFIX (894M). VEXPX pays higher dividends than AOFIX: VEXPX (0.39) vs AOFIX (0.00). AOFIX was incepted earlier than VEXPX: AOFIX (18 years) vs VEXPX (58 years). AOFIX (1.15) is less costly to investors than VEXPX (0.44). AOFIX is a more actively managed with annual turnover of: 60.23 vs. VEXPX (35.00). AOFIX has a lower initial minimum investment than VEXPX: AOFIX (0) vs VEXPX (3000). AOFIX annual gain was more profitable for investors over the last year : 16.74 vs. VEXPX (2.63). VEXPX return over 5 years is better than : 12.14 vs. AOFIX (-21.27).
| AOFIX | VEXPX | AOFIX / VEXPX | |
| Total Expense Ratio | 1.15 | 0.44 | 261% |
| Annual Report Gross Expense Ratio | 1.15 | 0.44 | 261% |
| Fund Existence | 18 years | 58 years | - |
| Gain YTD | 1.235 | 5.159 | 24% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 3000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 894M | 20.5B | 4% |
| Annual Yield % from dividends | 0.00 | 0.39 | - |
| Returns for 1 year | 16.74 | 2.63 | 636% |
| Returns for 3 years | 19.67 | 22.05 | 89% |
| Returns for 5 years | -21.27 | 12.14 | -175% |
| Returns for 10 years | 84.85 | 31.21 | 272% |
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