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AFOZX vs FSMAX
AFOZX vs FSMAX Comparison
Open Charts AFOZX vs FSMAX
Alger Mid Cap Focus Z
Price$15.69
Change+$0.44 (+2.89%)
VolumeN/A
Net Assets222.76M
Fidelity Extended Market Index
Price$81.49
Change+$2.00 (+2.52%)
VolumeN/A
Net Assets36.55B
AFOZX vs FSMAX Comparison Chart
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AFOZX vs. FSMAX commentary
Apr 25, 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 StrongBuy.
FUNDAMENTALS
Fundamentals
FSMAX has more cash in the bank: 36.5B vs. AFOZX (223M). FSMAX pays higher dividends than AFOZX: FSMAX (0.53) vs AFOZX (0.00). AFOZX was incepted earlier than FSMAX: AFOZX (6 years) vs FSMAX (14 years). AFOZX (0.83) 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). FSMAX annual gain was more profitable for investors over the last year : 0.98 vs. AFOZX (0.00). FSMAX return over 5 years is better than : 66.04 vs. AFOZX (38.76).
| AFOZX | FSMAX | AFOZX / FSMAX | |
| Total Expense Ratio | 0.83 | 0.04 | 2,371% |
| Annual Report Gross Expense Ratio | 0.83 | 0.04 | 2,371% |
| Fund Existence | 6 years | 14 years | - |
| Gain YTD | -15.606 | -12.533 | 125% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 500000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 223M | 36.5B | 1% |
| Annual Yield % from dividends | 0.00 | 0.53 | - |
| Returns for 1 year | 0.00 | 0.98 | - |
| Returns for 3 years | 2.35 | 10.93 | 21% |
| Returns for 5 years | 38.76 | 66.04 | 59% |
| Returns for 10 years | N/A | 49.78 | - |
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