AFOIX
Price
$18.18
Change
-$0.18 (-0.98%)
Updated
Jun 25 closing price
Net Assets
268.55M
PMBPX
Price
$44.96
Change
-$0.53 (-1.17%)
Updated
Jun 25 closing price
Net Assets
31.3B
Interact to see
Advertisement

AFOIX vs PMBPX

Header iconAFOIX vs PMBPX Comparison
Open Charts AFOIX vs PMBPXBanner chart's image
Alger Mid Cap Focus I
Price$18.18
Change-$0.18 (-0.98%)
VolumeN/A
Net Assets268.55M
Principal MidCap R5
Price$44.96
Change-$0.53 (-1.17%)
VolumeN/A
Net Assets31.3B
AFOIX vs PMBPX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
AFOIX vs. PMBPX commentary
Jun 26, 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 StrongBuy and PMBPX is a Buy.

Interact to see
Advertisement
FUNDAMENTALS
Fundamentals
PMBPX has more cash in the bank: 31.3B vs. AFOIX (269M). 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 : 18.99 vs. PMBPX (12.36). PMBPX return over 5 years is better than : 61.61 vs. AFOIX (42.00).
AFOIXPMBPXAFOIX / PMBPX
Total Expense Ratio1.110.83134%
Annual Report Gross Expense Ratio1.110.83134%
Fund Existence6 years25 years-
Gain YTD3.2044.67169%
Front LoadN/AN/A-
Min. Initial Investment00-
Min. Initial Investment IRAN/AN/A-
Net Assets269M31.3B1%
Annual Yield % from dividends0.000.01-
Returns for 1 year18.9912.36154%
Returns for 3 years49.3946.99105%
Returns for 5 years42.0061.6168%
Returns for 10 yearsN/A96.50-
View a ticker or compare two or three
Interact to see
Advertisement
Interesting Tickers
1D
1W
1M
1Q
6M
1Y
5Y
1 Day
MFs / NAMEPrice $Chg $Chg %
SVFFX74.57N/A
N/A
Smead Value I1
NUEIX21.56N/A
N/A
Northern US Quality ESG I
MSBVX12.03N/A
N/A
Morgan Stanley American Resilience I
HLFMX8.42N/A
N/A
Harding Loevner Frontier Emerg Mkts Inst
KLCIX19.59N/A
N/A
Federated Hermes Kaufmann Large Cap IS