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AFOIX vs PMBPX
AFOIX vs PMBPX Comparison
Open Charts AFOIX vs PMBPX
Alger Mid Cap Focus I
Price$17.52
Change-$0.21 (-1.18%)
VolumeN/A
Net Assets260.24M
AFOIX vs PMBPX Comparison Chart
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AFOIX vs. PMBPX 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 PMBPX is a StrongBuy.
FUNDAMENTALS
Fundamentals
PMBPX has more cash in the bank: 30.6B vs. AFOIX (260M). PMBPX pays higher dividends than AFOIX: PMBPX (0.01) vs AFOIX (0.00). AFOIX was incepted earlier than PMBPX: AFOIX (6 years) vs PMBPX (25 years). AFOIX (1.11) is less costly to investors than PMBPX (0.83). AFOIX is a more actively managed with annual turnover of: 94.67 vs. PMBPX (10.50). AFOIX (0) and PMBPX (0) have matching initial minimum investment requirements. AFOIX annual gain was more profitable for investors over the last year : 14.21 vs. PMBPX (10.26). PMBPX return over 5 years is better than : 54.31 vs. AFOIX (41.63).
| AFOIX | PMBPX | AFOIX / PMBPX | |
| Total Expense Ratio | 1.11 | 0.83 | 134% |
| Annual Report Gross Expense Ratio | 1.11 | 0.83 | 134% |
| Fund Existence | 6 years | 25 years | - |
| Gain YTD | -1.518 | 1.933 | -79% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 260M | 30.6B | 1% |
| Annual Yield % from dividends | 0.00 | 0.01 | - |
| Returns for 1 year | 14.21 | 10.26 | 138% |
| Returns for 3 years | 50.26 | 49.52 | 101% |
| Returns for 5 years | 41.63 | 54.31 | 77% |
| Returns for 10 years | N/A | 92.68 | - |
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