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AGSCX vs VSGIX

Both AGSCX and VSGIX are mutual funds. AGSCX has a higher 5-year return than VSGIX (24.16% vs 17.83%). AGSCX has a higher expense ratio than VSGIX (2.09% vs 0.06%). Below is the comparison between AGSCX and VSGIX.

AGSCX VSGIX
Security Type Mutual fund Mutual fund
Segment U.S. Equity: Small Growth U.S. Equity: Small Growth
Family Alger Vanguard
Net Assets $38.80M $3.99B
Expense Ratio 2.09% 0.06%
Management Style active passive (index-based)
Dividend Yield 0.00% 0.46%
Minimum Investment $1,000.00 $5,000,000.00
YTD Return 6.04% 7.26%
1-Year Return 0.28% 0.70%
3-Year Return 24.76% 18.38%
5-Year Return 24.16% 17.83%
10-Year Return 14.50% 14.20%

AGSCX description

The Fund seeks long-term capital appreciation by investing in a diversified, actively managed portfolio of equity securities, primarily of companies with total market capitalization of less than $1 billion. Income is considered in the choice of investments but is not investment objective.

AGSCX performance & returns

YTD Return 6.04%
1-Month Return -1.20%
3-Month Return 0.28%
1-Year Return 0.28%
3-Year Return 24.76%
5-Year Return 24.16%
10-Year Return 14.50%
AGSCX expense ratio is 2.09%.

AGSCX holdings

Top 10 Holdings (28.08% of Total Assets)

Name Symbol % Assets
Quidel Corp QDEL 4.61%
Veeva Systems Inc Class A VEEV 3.99%
Shopify Inc A SHOP.TO 3.06%
Insulet Corp PODD 3.05%
Bio-Techne Corp TECH 2.85%
DexCom Inc DXCM 2.31%
Avalara Inc AVLR 2.27%
Tandem Diabetes Care Inc TNDM 2.09%
Digital Realty Trust Inc DLR 1.95%
Sunrun Inc RUN 1.90%

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VSGIX description

The Fund seeks to track the performance of a benchmark index that measures the investment return of small-capitalization growth stocks. The Fund employs an indexing investment approach designed to track the performance of CRSP US Small Cap Growth Index by investing all of its assets in the stocks that make up the Index.

VSGIX performance & returns

YTD Return 7.26%
1-Month Return -1.16%
3-Month Return 0.70%
1-Year Return 0.70%
3-Year Return 18.38%
5-Year Return 17.83%
10-Year Return 14.20%
VSGIX expense ratio is 0.06%.

VSGIX holdings

Top 10 Holdings (7.80% of Total Assets)

Name Symbol % Assets
Immunomedics Inc N/A 0.97%
Horizon Therapeutics PLC HZNP 0.93%
Insulet Corp PODD 0.85%
Etsy Inc ETSY 0.79%
Catalent Inc CTLT 0.76%
Zebra Technologies Corp ZBRA 0.74%
Teradyne Inc TER 0.72%
Pool Corp POOL 0.70%
HubSpot Inc HUBS 0.69%
Monolithic Power Systems Inc MPWR 0.65%

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