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AFOIX vs FSMAX
AFOIX vs FSMAX Comparison
Open Charts AFOIX vs FSMAX
Alger Mid Cap Focus I
Price$16.12
Change-$0.18 (-1.10%)
VolumeN/A
Net Assets237.52M
Fidelity Extended Market Index
Price$85.11
Change-$0.05 (-0.06%)
VolumeN/A
Net Assets36.02B
AFOIX vs FSMAX Comparison Chart
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AFOIX vs. FSMAX commentary
May 12, 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 Buy and FSMAX is a StrongBuy.
FUNDAMENTALS
Fundamentals
FSMAX has more cash in the bank: 36B vs. AFOIX (238M). FSMAX pays higher dividends than AFOIX: FSMAX (0.54) vs AFOIX (0.00). AFOIX was incepted earlier than FSMAX: AFOIX (6 years) vs FSMAX (14 years). AFOIX (1.11) 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 : 4.85 vs. AFOIX (3.80). FSMAX return over 5 years is better than : 63.38 vs. AFOIX (34.45).
| AFOIX | FSMAX | AFOIX / FSMAX | |
| Total Expense Ratio | 1.11 | 0.04 | 3,171% |
| Annual Report Gross Expense Ratio | 1.11 | 0.04 | 3,171% |
| Fund Existence | 6 years | 14 years | - |
| Gain YTD | -9.387 | -6.349 | 148% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 238M | 36B | 1% |
| Annual Yield % from dividends | 0.00 | 0.54 | - |
| Returns for 1 year | 3.80 | 4.85 | 78% |
| Returns for 3 years | 30.10 | 34.86 | 86% |
| Returns for 5 years | 34.45 | 63.38 | 54% |
| Returns for 10 years | N/A | 62.32 | - |
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