AFOIX
Price
$18.43
Change
+$0.22 (+1.21%)
Updated
Jul 3 closing price
Net Assets
267.49M
PMBMX
Price
$43.65
Change
+$0.45 (+1.04%)
Updated
Jul 3 closing price
Net Assets
32.28B
Interact to see
Advertisement

AFOIX vs PMBMX

Header iconAFOIX vs PMBMX Comparison
Open Charts AFOIX vs PMBMXBanner chart's image
Alger Mid Cap Focus I
Price$18.43
Change+$0.22 (+1.21%)
VolumeN/A
Net Assets267.49M
Principal MidCap R3
Price$43.65
Change+$0.45 (+1.04%)
VolumeN/A
Net Assets32.28B
AFOIX vs PMBMX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
AFOIX vs. PMBMX 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 AFOIX is a Buy and PMBMX is a StrongBuy.

Interact to see
Advertisement
FUNDAMENTALS
Fundamentals
PMBMX has more cash in the bank: 32.3B vs. AFOIX (267M). PMBMX pays higher dividends than AFOIX: PMBMX (0.02) vs AFOIX (0.00). AFOIX was incepted earlier than PMBMX: AFOIX (6 years) vs PMBMX (25 years). PMBMX (1.14) and AFOIX (1.11) have similar cost to investors . AFOIX is a more actively managed with annual turnover of: 94.67 vs. PMBMX (10.50). AFOIX (0) and PMBMX (0) have matching initial minimum investment requirements. AFOIX annual gain was more profitable for investors over the last year : 19.06 vs. PMBMX (14.80). PMBMX return over 5 years is better than : 55.71 vs. AFOIX (37.85).
AFOIXPMBMXAFOIX / PMBMX
Total Expense Ratio1.111.1497%
Annual Report Gross Expense Ratio1.111.1497%
Fund Existence6 years25 years-
Gain YTD3.5986.85452%
Front LoadN/AN/A-
Min. Initial Investment00-
Min. Initial Investment IRAN/AN/A-
Net Assets267M32.3B1%
Annual Yield % from dividends0.000.02-
Returns for 1 year19.0614.80129%
Returns for 3 years55.6650.19111%
Returns for 5 years37.8555.7168%
Returns for 10 yearsN/A94.74-
View a ticker or compare two or three
Interact to see
Advertisement
Interesting Tickers
1D
1W
1M
1Q
6M
1Y
5Y
1 Day
ETFs / NAMEPrice $Chg $Chg %
DGRW85.220.51
+0.61%
WisdomTree US Quality Dividend Gr ETF
GVLU24.800.09
+0.36%
Gotham 1000 Value ETF
ABLD29.08N/A
N/A
Abacus FCF Real Assets Leaders ETF
THQ18.40-0.03
-0.16%
abrdn Healthcare Opportunities Fund
KTEC15.85-0.08
-0.50%
KraneShares Hang Seng TECH ETF