AFOIX
Price
$16.12
Change
-$0.18 (-1.10%)
Updated
May 9 closing price
Net Assets
237.52M
PMBPX
Price
$44.19
Change
-$0.08 (-0.18%)
Updated
May 9 closing price
Net Assets
30.38B
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AFOIX vs PMBPX

Header iconAFOIX vs PMBPX Comparison
Open Charts AFOIX vs PMBPXBanner chart's image
Alger Mid Cap Focus I
Price$16.12
Change-$0.18 (-1.10%)
VolumeN/A
Net Assets237.52M
Principal MidCap R5
Price$44.19
Change-$0.08 (-0.18%)
VolumeN/A
Net Assets30.38B
AFOIX vs PMBPX Comparison Chart
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AFOIX vs. PMBPX 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 PMBPX is a Buy.

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FUNDAMENTALS
Fundamentals
PMBPX has more cash in the bank: 30.4B vs. AFOIX (238M). PMBPX pays higher dividends than AFOIX: PMBPX (0.01) vs AFOIX (0.00). AFOIX was incepted earlier than PMBPX: AFOIX (6 years) vs PMBPX (24 years). AFOIX (1.11) is less costly to investors than PMBPX (0.83). AFOIX is a more actively managed with annual turnover of: 94.67 vs. PMBPX (10.50). AFOIX (0) and PMBPX (0) have matching initial minimum investment requirements. PMBPX annual gain was more profitable for investors over the last year : 8.61 vs. AFOIX (3.80). PMBPX return over 5 years is better than : 65.77 vs. AFOIX (34.45).
AFOIXPMBPXAFOIX / PMBPX
Total Expense Ratio1.110.83134%
Annual Report Gross Expense Ratio1.110.83134%
Fund Existence6 years24 years-
Gain YTD-9.3871.680-559%
Front LoadN/AN/A-
Min. Initial Investment00-
Min. Initial Investment IRAN/AN/A-
Net Assets238M30.4B1%
Annual Yield % from dividends0.000.01-
Returns for 1 year3.808.6144%
Returns for 3 years30.1041.6572%
Returns for 5 years34.4565.7752%
Returns for 10 yearsN/A92.95-
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