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AFOZX vs PEMGX
AFOZX vs PEMGX Comparison
Open Charts AFOZX vs PEMGX
Alger Mid Cap Focus Z
Price$15.25
Change-$0.92 (-5.69%)
VolumeN/A
Net Assets234.42M
AFOZX vs PEMGX Comparison Chart
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AFOZX vs. PEMGX commentary
Apr 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 Hold and PEMGX is a Buy.
FUNDAMENTALS
Fundamentals
PEMGX has more cash in the bank: 29.8B vs. AFOZX (234M). AFOZX (0.00) and PEMGX (0.00) have matching dividends . AFOZX was incepted earlier than PEMGX: AFOZX (6 years) vs PEMGX (20 years). PEMGX (0.95) is less costly to investors than AFOZX (0.83). 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). PEMGX annual gain was more profitable for investors over the last year : 7.33 vs. AFOZX (1.57). PEMGX return over 5 years is better than : 101.64 vs. AFOZX (75.00).
| AFOZX | PEMGX | AFOZX / PEMGX | |
| Total Expense Ratio | 0.83 | 0.95 | 87% |
| Annual Report Gross Expense Ratio | 0.83 | 0.95 | 87% |
| Fund Existence | 6 years | 20 years | - |
| Gain YTD | -10.515 | 1.009 | -1,042% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 500000 | 1000 | 50,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 234M | 29.8B | 1% |
| Annual Yield % from dividends | 0.00 | 0.00 | - |
| Returns for 1 year | 1.57 | 7.33 | 21% |
| Returns for 3 years | -3.06 | 19.09 | -16% |
| Returns for 5 years | 75.00 | 101.64 | 74% |
| Returns for 10 years | N/A | 86.08 | - |
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