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AFOZX vs PMBPX
AFOZX vs PMBPX Comparison
Open Charts AFOZX vs PMBPX
Alger Mid Cap Focus Z
Price$15.69
Change+$0.44 (+2.89%)
VolumeN/A
Net Assets222.76M
AFOZX vs PMBPX Comparison Chart
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AFOZX vs. PMBPX commentary
Apr 25, 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 PMBPX is a Buy.
FUNDAMENTALS
Fundamentals
PMBPX has more cash in the bank: 28.9B vs. AFOZX (223M). 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). PMBPX (0.84) and AFOZX (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 : 6.75 vs. AFOZX (0.00). PMBPX return over 5 years is better than : 68.04 vs. AFOZX (38.76).
| AFOZX | PMBPX | AFOZX / PMBPX | |
| Total Expense Ratio | 0.83 | 0.84 | 99% |
| Annual Report Gross Expense Ratio | 0.83 | 0.84 | 99% |
| Fund Existence | 6 years | 24 years | - |
| Gain YTD | -15.606 | -3.037 | 514% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 500000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 223M | 28.9B | 1% |
| Annual Yield % from dividends | 0.00 | 0.01 | - |
| Returns for 1 year | 0.00 | 6.75 | - |
| Returns for 3 years | 2.35 | 21.73 | 11% |
| Returns for 5 years | 38.76 | 68.04 | 57% |
| Returns for 10 years | N/A | 82.65 | - |
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