AFOIX
Price
$17.52
Change
-$0.21 (-1.18%)
Updated
Jun 13 closing price
Net Assets
260.24M
PMBJX
Price
$41.61
Change
-$0.64 (-1.51%)
Updated
Jun 13 closing price
Net Assets
30.56B
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AFOIX vs PMBJX

Header iconAFOIX vs PMBJX Comparison
Open Charts AFOIX vs PMBJXBanner chart's image
Alger Mid Cap Focus I
Price$17.52
Change-$0.21 (-1.18%)
VolumeN/A
Net Assets260.24M
Principal MidCap J
Price$41.61
Change-$0.64 (-1.51%)
VolumeN/A
Net Assets30.56B
AFOIX vs PMBJX Comparison Chart
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AFOIX vs. PMBJX commentary
Jun 16, 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 AFOIX is a Buy and PMBJX is a StrongBuy.

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FUNDAMENTALS
Fundamentals
PMBJX has more cash in the bank: 30.6B vs. AFOIX (260M). PMBJX pays higher dividends than AFOIX: PMBJX (0.06) vs AFOIX (0.00). AFOIX was incepted earlier than PMBJX: AFOIX (6 years) vs PMBJX (24 years). AFOIX (1.11) is less costly to investors than PMBJX (0.78). AFOIX is a more actively managed with annual turnover of: 94.67 vs. PMBJX (10.50). AFOIX has a lower initial minimum investment than PMBJX: AFOIX (0) vs PMBJX (1000). AFOIX annual gain was more profitable for investors over the last year : 14.21 vs. PMBJX (10.12). PMBJX return over 5 years is better than : 53.13 vs. AFOIX (41.63).
AFOIXPMBJXAFOIX / PMBJX
Total Expense Ratio1.110.78142%
Annual Report Gross Expense Ratio1.110.78142%
Fund Existence6 years24 years-
Gain YTD-1.5181.960-77%
Front LoadN/AN/A-
Min. Initial Investment01000-
Min. Initial Investment IRAN/AN/A-
Net Assets260M30.6B1%
Annual Yield % from dividends0.000.06-
Returns for 1 year14.2110.12140%
Returns for 3 years50.2648.96103%
Returns for 5 years41.6353.1378%
Returns for 10 yearsN/A88.94-
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