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AFOZX vs FSMAX
AFOZX vs FSMAX Comparison
Open Charts AFOZX vs FSMAX
Alger Mid Cap Focus Z
Price$18.77
Change-$0.00 (-0.00%)
VolumeN/A
CapitalizationN/A
Fidelity Extended Market Index
Price$95.84
Change-$0.00 (-0.00%)
VolumeN/A
CapitalizationN/A
AFOZX vs FSMAX Comparison Chart
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AFOZX vs. FSMAX commentary
Nov 22, 2024
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 AFOZX is a StrongBuy and FSMAX is a Buy.
FUNDAMENTALS
Fundamentals
FSMAX has more cash in the bank: 40B vs. AFOZX (310M). FSMAX pays higher dividends than AFOZX: FSMAX (1.10) vs AFOZX (0.00). AFOZX was incepted earlier than FSMAX: AFOZX (5 years) vs FSMAX (13 years). AFOZX is a more actively managed with annual turnover of: 121.07 vs. FSMAX (18.00). FSMAX has a lower initial minimum investment than AFOZX: FSMAX (0) vs AFOZX (500000). AFOZX annual gain was more profitable for investors over the last year : 44.50 vs. FSMAX (38.09). AFOZX return over 5 years is better than : 82.72 vs. FSMAX (56.62).
| AFOZX | FSMAX | AFOZX / FSMAX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 5 years | 13 years | - |
| Gain YTD | 35.109 | 22.777 | 154% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 500000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 310M | 40B | 1% |
| Annual Yield % from dividends | 0.00 | 1.10 | - |
| Returns for 1 year | 44.50 | 38.09 | 117% |
| Returns for 3 years | -18.42 | 7.70 | -239% |
| Returns for 5 years | 82.72 | 56.62 | 146% |
| Returns for 10 years | N/A | 85.67 | - |
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