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AFOZX vs FSMAX
AFOZX vs FSMAX Comparison
Open Charts AFOZX vs FSMAX
Alger Mid Cap Focus Z
Price$18.63
Change+$0.43 (+2.36%)
VolumeN/A
CapitalizationN/A
Fidelity Extended Market Index
Price$91.98
Change+$0.71 (+0.78%)
VolumeN/A
CapitalizationN/A
AFOZX vs FSMAX Comparison Chart
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AFOZX vs. FSMAX commentary
Dec 23, 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 Hold.
FUNDAMENTALS
Fundamentals
FSMAX has more cash in the bank: 44.5B vs. AFOZX (312M). FSMAX pays higher dividends than AFOZX: FSMAX (1.10) vs AFOZX (0.00). AFOZX was incepted earlier than FSMAX: AFOZX (6 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 : 37.19 vs. FSMAX (19.04). AFOZX return over 5 years is better than : 80.35 vs. FSMAX (48.61).
| AFOZX | FSMAX | AFOZX / FSMAX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 6 years | 13 years | - |
| Gain YTD | 35.985 | 18.403 | 196% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 500000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 312M | 44.5B | 1% |
| Annual Yield % from dividends | 0.00 | 1.10 | - |
| Returns for 1 year | 37.19 | 19.04 | 195% |
| Returns for 3 years | 1.75 | 10.32 | 17% |
| Returns for 5 years | 80.35 | 48.61 | 165% |
| Returns for 10 years | N/A | 81.00 | - |
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