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AFOZX vs JDMRX
AFOZX vs JDMRX Comparison
Open Charts AFOZX vs JDMRX
Alger Mid Cap Focus Z
Price$20.23
Change+$0.31 (+1.56%)
VolumeN/A
Net Assets287.1M
Janus Henderson Enterprise R
Price$130.16
Change-$0.12 (-0.09%)
VolumeN/A
Net Assets23.41B
AFOZX vs JDMRX Comparison Chart in %
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AFOZX vs. JDMRX commentary
Aug 29, 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 JDMRX is a Buy.
FUNDAMENTALS
Fundamentals
JDMRX has more cash in the bank: 23.4B vs. AFOZX (287M). JDMRX pays higher dividends than AFOZX: JDMRX (0.57) vs AFOZX (0.00). AFOZX was incepted earlier than JDMRX: AFOZX (6 years) vs JDMRX (16 years). JDMRX (1.42) is less costly to investors than AFOZX (0.87). AFOZX is a more actively managed with annual turnover of: 94.67 vs. JDMRX (15.00). JDMRX has a lower initial minimum investment than AFOZX: JDMRX (2500) vs AFOZX (500000). AFOZX annual gain was more profitable for investors over the last year : 29.69 vs. JDMRX (0.90). AFOZX return over 5 years is better than : 34.87 vs. JDMRX (-4.40).
| AFOZX | JDMRX | AFOZX / JDMRX | |
| Total Expense Ratio | 0.87 | 1.42 | 61% |
| Annual Report Gross Expense Ratio | 0.87 | 1.42 | 61% |
| Fund Existence | 6 years | 16 years | - |
| Gain YTD | 10.238 | 5.470 | 187% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 500000 | 2500 | 20,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 287M | 23.4B | 1% |
| Annual Yield % from dividends | 0.00 | 0.57 | - |
| Returns for 1 year | 29.69 | 0.90 | 3,293% |
| Returns for 3 years | 52.64 | 7.09 | 742% |
| Returns for 5 years | 34.87 | -4.40 | -793% |
| Returns for 10 years | N/A | 54.35 | - |
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