Interact to see
Advertisement
Advertisement
AFOZX vs PEMGX
AFOZX vs PEMGX Comparison
Open Charts AFOZX vs PEMGX
Alger Mid Cap Focus Z
Price$19.70
Change+$0.03 (+0.15%)
VolumeN/A
Net Assets293.27M
AFOZX vs PEMGX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
AFOZX vs. PEMGX commentary
Nov 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 Hold and PEMGX is a Hold.
FUNDAMENTALS
Fundamentals
PEMGX has more cash in the bank: 30.9B vs. AFOZX (293M). AFOZX (0.00) and PEMGX (0.00) have matching dividends . AFOZX was incepted earlier than PEMGX: AFOZX (6 years) vs PEMGX (20 years). PEMGX (0.91) and AFOZX (0.87) have similar cost to investors . AFOZX is a more actively managed with annual turnover of: 94.67 vs. PEMGX (10.50). 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 : 9.10 vs. PEMGX (-6.54). PEMGX return over 5 years is better than : 24.68 vs. AFOZX (17.36).
| AFOZX | PEMGX | AFOZX / PEMGX | |
| Total Expense Ratio | 0.87 | 0.91 | 96% |
| Annual Report Gross Expense Ratio | 0.87 | 0.91 | 96% |
| Fund Existence | 6 years | 20 years | - |
| Gain YTD | 8.854 | -0.680 | -1,301% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 500000 | 1000 | 50,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 293M | 30.9B | 1% |
| Annual Yield % from dividends | 0.00 | 0.00 | - |
| Returns for 1 year | 9.10 | -6.54 | -139% |
| Returns for 3 years | 64.33 | 32.28 | 199% |
| Returns for 5 years | 17.36 | 24.68 | 70% |
| Returns for 10 years | N/A | 89.67 | - |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement