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AFOZX vs PEMGX
AFOZX vs PEMGX Comparison
Open Charts AFOZX vs PEMGX
Alger Mid Cap Focus Z
Price$21.93
Change+$0.34 (+1.57%)
VolumeN/A
Net Assets323.03M
AFOZX vs PEMGX Comparison Chart in %
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AFOZX vs. PEMGX commentary
Oct 09, 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 PEMGX is a Hold.
FUNDAMENTALS
Fundamentals
PEMGX has more cash in the bank: 32.9B vs. AFOZX (323M). 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 : 30.61 vs. PEMGX (2.44). PEMGX return over 5 years is better than : 37.88 vs. AFOZX (32.45).
| 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 | 19.480 | 4.622 | 421% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 500000 | 1000 | 50,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 323M | 32.9B | 1% |
| Annual Yield % from dividends | 0.00 | 0.00 | - |
| Returns for 1 year | 30.61 | 2.44 | 1,257% |
| Returns for 3 years | 81.73 | 53.02 | 154% |
| Returns for 5 years | 32.45 | 37.88 | 86% |
| Returns for 10 years | N/A | 104.45 | - |
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