Ad is loading...
AFOZX vs FSMAX
AFOZX vs FSMAX Comparison
Open Charts AFOZX vs FSMAX
Alger Mid Cap Focus Z
Price$16.83
Change-$0.51 (-2.94%)
VolumeN/A
Net Assets291.75M
Fidelity Extended Market Index
Price$87.51
Change-$2.38 (-2.65%)
VolumeN/A
Net Assets39.44B
AFOZX vs FSMAX Comparison Chart
Loading...
View a ticker or compare two or three
VS
VS
AFOZX vs. FSMAX commentary
Mar 05, 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 Hold.
FUNDAMENTALS
Fundamentals
FSMAX has more cash in the bank: 39.4B vs. AFOZX (292M). 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). FSMAX annual gain was more profitable for investors over the last year : 10.88 vs. AFOZX (9.61). AFOZX return over 5 years is better than : 61.30 vs. FSMAX (52.65).
| 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 | -4.040 | -1.089 | 371% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 500000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 292M | 39.4B | 1% |
| Annual Yield % from dividends | 0.00 | 1.10 | - |
| Returns for 1 year | 9.61 | 10.88 | 88% |
| Returns for 3 years | 8.44 | 22.86 | 37% |
| Returns for 5 years | 61.30 | 52.65 | 116% |
| Returns for 10 years | N/A | 71.94 | - |
View a ticker or compare two or three
VS
VS
Ad is loading...