AFOZX
Price
$18.63
Change
+$0.43 (+2.36%)
Updated
Dec 20 closing price
PEMGX
Price
$43.02
Change
+$0.52 (+1.22%)
Updated
Dec 20 closing price
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AFOZX vs PEMGX

Header iconAFOZX vs PEMGX Comparison
Open Charts AFOZX vs PEMGXBanner chart's image
Alger Mid Cap Focus Z
Price$18.63
Change+$0.43 (+2.36%)
VolumeN/A
CapitalizationN/A
Principal MidCap A
Price$43.02
Change+$0.52 (+1.22%)
VolumeN/A
CapitalizationN/A
AFOZX vs PEMGX Comparison Chart
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AFOZX vs. PEMGX commentary
Dec 23, 2024

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 PEMGX is a Buy.

FUNDAMENTALS
Fundamentals
PEMGX has more cash in the bank: 28.8B vs. AFOZX (312M). AFOZX (0.00) and PEMGX (0.00) have matching dividends . AFOZX was incepted earlier than PEMGX: AFOZX (6 years) vs PEMGX (20 years). AFOZX is a more actively managed with annual turnover of: 121.07 vs. PEMGX (10.10). PEMGX has a lower initial minimum investment than AFOZX: PEMGX (1000) vs AFOZX (500000). AFOZX annual gain was more profitable for investors over the last year : 37.19 vs. PEMGX (18.15). AFOZX return over 5 years is better than : 80.35 vs. PEMGX (43.12).
AFOZXPEMGXAFOZX / PEMGX
Total Expense RatioN/AN/A-
Annual Report Gross Expense RatioN/AN/A-
Fund Existence6 years20 years-
Gain YTD35.98517.157210%
Front LoadN/AN/A-
Min. Initial Investment500000100050,000%
Min. Initial Investment IRAN/AN/A-
Net Assets312M28.8B1%
Annual Yield % from dividends0.000.00-
Returns for 1 year37.1918.15205%
Returns for 3 years1.759.8918%
Returns for 5 years80.3543.12186%
Returns for 10 yearsN/A98.07-
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