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AFOZX vs PMBPX
AFOZX vs PMBPX Comparison
Open Charts AFOZX vs PMBPX
Alger Mid Cap Focus Z
Price$18.75
Change+$0.22 (+1.19%)
VolumeN/A
Net Assets267.49M
AFOZX vs PMBPX Comparison Chart in %
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AFOZX vs. PMBPX commentary
Jul 07, 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 StrongBuy and PMBPX is a Buy.
FUNDAMENTALS
Fundamentals
PMBPX has more cash in the bank: 32.3B vs. AFOZX (267M). PMBPX pays higher dividends than AFOZX: PMBPX (0.01) vs AFOZX (0.00). AFOZX was incepted earlier than PMBPX: AFOZX (6 years) vs PMBPX (25 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). AFOZX annual gain was more profitable for investors over the last year : 19.20 vs. PMBPX (15.41). PMBPX return over 5 years is better than : 59.60 vs. AFOZX (39.93).
| 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 | 25 years | - |
| Gain YTD | 3.763 | 7.041 | 53% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 500000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 267M | 32.3B | 1% |
| Annual Yield % from dividends | 0.00 | 0.01 | - |
| Returns for 1 year | 19.20 | 15.41 | 125% |
| Returns for 3 years | 56.90 | 52.39 | 109% |
| Returns for 5 years | 39.93 | 59.60 | 67% |
| Returns for 10 years | N/A | 104.46 | - |
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