AFOIX
Price
$15.00
Change
-$0.91 (-5.72%)
Updated
Apr 3 closing price
Net Assets
234.42M
PMBPX
Price
$42.17
Change
-$1.74 (-3.96%)
Updated
Apr 3 closing price
Net Assets
29.76B
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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$15.00
Change-$0.91 (-5.72%)
VolumeN/A
Net Assets234.42M
Principal MidCap R5
Price$42.17
Change-$1.74 (-3.96%)
VolumeN/A
Net Assets29.76B
AFOIX vs PMBPX Comparison Chart
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AFOIX vs. PMBPX 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 PMBPX is a Buy.

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FUNDAMENTALS
Fundamentals
PMBPX has more cash in the bank: 29.8B vs. AFOIX (234M). 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 (1.32) is less costly to investors than PMBPX (0.84). 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 : 7.50 vs. AFOIX (1.40). PMBPX return over 5 years is better than : 103.21 vs. AFOIX (72.56).
AFOIXPMBPXAFOIX / PMBPX
Total Expense Ratio1.270.84151%
Annual Report Gross Expense Ratio1.320.84157%
Fund Existence6 years24 years-
Gain YTD-10.5681.035-1,021%
Front LoadN/AN/A-
Min. Initial Investment00-
Min. Initial Investment IRAN/AN/A-
Net Assets234M29.8B1%
Annual Yield % from dividends0.000.01-
Returns for 1 year1.407.5019%
Returns for 3 years-3.8119.59-19%
Returns for 5 years72.56103.2170%
Returns for 10 yearsN/A89.27-
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