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AFOZX vs FSMAX
AFOZX vs FSMAX Comparison
Open Charts AFOZX vs FSMAX
Alger Mid Cap Focus Z
Price$19.07
Change+$0.23 (+1.22%)
VolumeN/A
Net Assets270.61M
Fidelity Extended Market Index
Price$95.57
Change-$0.00 (-0.00%)
VolumeN/A
Net Assets39.17B
AFOZX vs FSMAX Comparison Chart in %
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AFOZX vs. FSMAX commentary
Jul 20, 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: 39.2B vs. AFOZX (271M). FSMAX pays higher dividends than AFOZX: FSMAX (0.47) 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 : 25.21 vs. FSMAX (14.24). FSMAX return over 5 years is better than : 59.70 vs. AFOZX (38.59).
| 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 | 5.534 | 5.161 | 107% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 500000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 271M | 39.2B | 1% |
| Annual Yield % from dividends | 0.00 | 0.47 | - |
| Returns for 1 year | 25.21 | 14.24 | 177% |
| Returns for 3 years | 56.06 | 49.64 | 113% |
| Returns for 5 years | 38.59 | 59.70 | 65% |
| Returns for 10 years | N/A | 81.31 | - |
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