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AFOZX vs FSMAX
AFOZX vs FSMAX Comparison
Open Charts AFOZX vs FSMAX
Alger Mid Cap Focus Z
Price$16.97
Change+$0.05 (+0.30%)
VolumeN/A
Net Assets245.89M
Fidelity Extended Market Index
Price$87.12
Change+$0.20 (+0.23%)
VolumeN/A
Net Assets36.02B
AFOZX vs FSMAX Comparison Chart
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AFOZX vs. FSMAX commentary
May 23, 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 AFOZX is a Hold and FSMAX is a StrongBuy.
FUNDAMENTALS
Fundamentals
FSMAX has more cash in the bank: 36B vs. AFOZX (246M). FSMAX pays higher dividends than AFOZX: FSMAX (0.54) vs AFOZX (0.00). AFOZX was incepted earlier than FSMAX: AFOZX (6 years) vs FSMAX (14 years). AFOZX (0.87) is less costly to investors than FSMAX (0.04). AFOZX is a more actively managed with annual turnover of: 94.67 vs. FSMAX (9.00). FSMAX has a lower initial minimum investment than AFOZX: FSMAX (0) vs AFOZX (500000). AFOZX (6.48) and FSMAX (6.44) have marching annual gain over last year. FSMAX return over 5 years is better than : 63.33 vs. AFOZX (36.01).
| AFOZX | FSMAX | AFOZX / FSMAX | |
| Total Expense Ratio | 0.87 | 0.04 | 2,486% |
| Annual Report Gross Expense Ratio | 0.87 | 0.04 | 2,486% |
| Fund Existence | 6 years | 14 years | - |
| Gain YTD | -6.364 | -4.357 | 146% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 500000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 246M | 36B | 1% |
| Annual Yield % from dividends | 0.00 | 0.54 | - |
| Returns for 1 year | 6.48 | 6.44 | 101% |
| Returns for 3 years | 34.82 | 35.01 | 99% |
| Returns for 5 years | 36.01 | 63.33 | 57% |
| Returns for 10 years | N/A | 62.99 | - |