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AFOZX vs PMBPX
AFOZX vs PMBPX Comparison
Open Charts AFOZX vs PMBPX
Alger Mid Cap Focus Z
Price$16.97
Change+$0.05 (+0.30%)
VolumeN/A
Net Assets245.89M
AFOZX vs PMBPX Comparison Chart
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AFOZX vs. PMBPX commentary
May 23, 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 PMBPX is a Hold.
FUNDAMENTALS
Fundamentals
PMBPX has more cash in the bank: 30.5B vs. AFOZX (246M). PMBPX pays higher dividends than AFOZX: PMBPX (0.01) vs AFOZX (0.00). AFOZX was incepted earlier than PMBPX: AFOZX (6 years) vs PMBPX (24 years). AFOZX (0.87) and PMBPX (0.83) have similar cost to investors . AFOZX is a more actively managed with annual turnover of: 94.67 vs. PMBPX (10.50). PMBPX has a lower initial minimum investment than AFOZX: PMBPX (0) vs AFOZX (500000). PMBPX annual gain was more profitable for investors over the last year : 7.96 vs. AFOZX (6.48). PMBPX return over 5 years is better than : 63.01 vs. AFOZX (36.01).
| AFOZX | PMBPX | AFOZX / PMBPX | |
| Total Expense Ratio | 0.87 | 0.83 | 105% |
| Annual Report Gross Expense Ratio | 0.87 | 0.83 | 105% |
| Fund Existence | 6 years | 24 years | - |
| Gain YTD | -6.364 | 1.864 | -341% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 500000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 246M | 30.5B | 1% |
| Annual Yield % from dividends | 0.00 | 0.01 | - |
| Returns for 1 year | 6.48 | 7.96 | 81% |
| Returns for 3 years | 34.82 | 41.09 | 85% |
| Returns for 5 years | 36.01 | 63.01 | 57% |
| Returns for 10 years | N/A | 90.00 | - |
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