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AFOZX vs FSMAX
AFOZX vs FSMAX Comparison
Open Charts AFOZX vs FSMAX
Alger Mid Cap Focus Z
Price$19.02
Change+$0.26 (+1.39%)
VolumeN/A
Net Assets314.24M
Fidelity Extended Market Index
Price$96.04
Change+$1.04 (+1.09%)
VolumeN/A
Net Assets40.78B
AFOZX vs FSMAX Comparison Chart
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AFOZX vs. FSMAX commentary
Jan 31, 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 StrongBuy and FSMAX is a StrongBuy.
FUNDAMENTALS
Fundamentals
FSMAX has more cash in the bank: 40.8B vs. AFOZX (314M). 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 : 33.14 vs. FSMAX (25.28). AFOZX return over 5 years is better than : 75.66 vs. FSMAX (54.34).
| 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 | 3.818 | 4.533 | 84% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 500000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 314M | 40.8B | 1% |
| Annual Yield % from dividends | 0.00 | 1.10 | - |
| Returns for 1 year | 33.14 | 25.28 | 131% |
| Returns for 3 years | 12.88 | 24.87 | 52% |
| Returns for 5 years | 75.66 | 54.34 | 139% |
| Returns for 10 years | N/A | 89.07 | - |
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