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AFOIX vs FSMAX
AFOIX vs FSMAX Comparison
Open Charts AFOIX vs FSMAX
Alger Mid Cap Focus I
Price$15.00
Change-$0.91 (-5.72%)
VolumeN/A
Net Assets234.42M
Fidelity Extended Market Index
Price$78.74
Change-$5.91 (-6.98%)
VolumeN/A
Net Assets36.55B
AFOIX vs FSMAX Comparison Chart
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AFOIX vs. FSMAX commentary
Apr 04, 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 AFOIX is a Hold and FSMAX is a Hold.
FUNDAMENTALS
Fundamentals
FSMAX has more cash in the bank: 36.5B vs. AFOIX (234M). FSMAX pays higher dividends than AFOIX: FSMAX (0.53) vs AFOIX (0.00). AFOIX was incepted earlier than FSMAX: AFOIX (6 years) vs FSMAX (14 years). AFOIX (1.32) is less costly to investors than FSMAX (0.04). AFOIX is a more actively managed with annual turnover of: 94.67 vs. FSMAX (9.00). AFOIX (0) and FSMAX (0) have matching initial minimum investment requirements. FSMAX annual gain was more profitable for investors over the last year : 3.80 vs. AFOIX (1.40). FSMAX return over 5 years is better than : 106.28 vs. AFOIX (72.56).
| AFOIX | FSMAX | AFOIX / FSMAX | |
| Total Expense Ratio | 1.27 | 0.04 | 3,629% |
| Annual Report Gross Expense Ratio | 1.32 | 0.04 | 3,771% |
| Fund Existence | 6 years | 14 years | - |
| Gain YTD | -10.568 | -6.855 | 154% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 234M | 36.5B | 1% |
| Annual Yield % from dividends | 0.00 | 0.53 | - |
| Returns for 1 year | 1.40 | 3.80 | 37% |
| Returns for 3 years | -3.81 | 8.54 | -45% |
| Returns for 5 years | 72.56 | 106.28 | 68% |
| Returns for 10 years | N/A | 57.10 | - |
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