AFOIX
Price
$18.74
Change
+$0.22 (+1.19%)
Updated
Jul 18 closing price
Net Assets
267.69M
PMBPX
Price
$46.38
Change
+$0.06 (+0.13%)
Updated
Jul 18 closing price
Net Assets
32.39B
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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$18.74
Change+$0.22 (+1.19%)
VolumeN/A
Net Assets267.69M
Principal MidCap R5
Price$46.38
Change+$0.06 (+0.13%)
VolumeN/A
Net Assets32.39B
AFOIX vs PMBPX Comparison Chart in %
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AFOIX vs. PMBPX commentary
Jul 19, 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 Hold.

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FUNDAMENTALS
Fundamentals
PMBPX has more cash in the bank: 32.4B vs. AFOIX (268M). PMBPX pays higher dividends than AFOIX: PMBPX (0.01) vs AFOIX (0.00). AFOIX was incepted earlier than PMBPX: AFOIX (6 years) vs PMBPX (25 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. AFOIX annual gain was more profitable for investors over the last year : 22.00 vs. PMBPX (10.93). PMBPX return over 5 years is better than : 53.70 vs. AFOIX (34.89).
AFOIXPMBPXAFOIX / PMBPX
Total Expense Ratio1.110.83134%
Annual Report Gross Expense Ratio1.110.83134%
Fund Existence6 years25 years-
Gain YTD4.1036.58162%
Front LoadN/AN/A-
Min. Initial Investment00-
Min. Initial Investment IRAN/AN/A-
Net Assets268M32.4B1%
Annual Yield % from dividends0.000.01-
Returns for 1 year22.0010.93201%
Returns for 3 years57.4851.48112%
Returns for 5 years34.8953.7065%
Returns for 10 yearsN/A100.43-
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