Interact to see
Advertisement
Advertisement
AFOZX vs FSMAX
AFOZX vs FSMAX Comparison
Open Charts AFOZX vs FSMAX
Alger Mid Cap Focus Z
Price$21.93
Change+$0.34 (+1.57%)
VolumeN/A
Net Assets323.03M
Fidelity Extended Market Index
Price$102.72
Change+$1.18 (+1.16%)
VolumeN/A
Net Assets41.44B
AFOZX vs FSMAX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
AFOZX vs. FSMAX commentary
Oct 09, 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 Buy and FSMAX is a Buy.
FUNDAMENTALS
Fundamentals
FSMAX has more cash in the bank: 41.4B vs. AFOZX (323M). FSMAX pays higher dividends than AFOZX: FSMAX (0.44) 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 annual gain was more profitable for investors over the last year : 30.61 vs. FSMAX (17.85). FSMAX return over 5 years is better than : 50.18 vs. AFOZX (32.45).
| 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 | 19.480 | 11.730 | 166% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 500000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 323M | 41.4B | 1% |
| Annual Yield % from dividends | 0.00 | 0.44 | - |
| Returns for 1 year | 30.61 | 17.85 | 172% |
| Returns for 3 years | 81.73 | 68.00 | 120% |
| Returns for 5 years | 32.45 | 50.18 | 65% |
| Returns for 10 years | N/A | 104.77 | - |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement
Interesting Tickers