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AFOZX vs FSMAX
AFOZX vs FSMAX Comparison
Open Charts AFOZX vs FSMAX
Alger Mid Cap Focus Z
Price$20.95
Change+$0.13 (+0.62%)
VolumeN/A
Net Assets316.73M
Fidelity Extended Market Index
Price$102.38
Change+$1.40 (+1.39%)
VolumeN/A
Net Assets41.03B
AFOZX vs FSMAX Comparison Chart in %
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AFOZX vs. FSMAX commentary
Dec 04, 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 FSMAX is a StrongBuy.
FUNDAMENTALS
Fundamentals
FSMAX has more cash in the bank: 41B vs. AFOZX (317M). FSMAX pays higher dividends than AFOZX: FSMAX (0.43) vs AFOZX (0.00). AFOZX was incepted earlier than FSMAX: AFOZX (6 years) vs FSMAX (14 years). AFOZX (0.87) is less costly to investors than FSMAX (0.04). AFOZX is a more actively managed with annual turnover of: 94.67 vs. FSMAX (15.00). FSMAX has a lower initial minimum investment than AFOZX: FSMAX (0) vs AFOZX (500000). AFOZX annual gain was more profitable for investors over the last year : 9.05 vs. FSMAX (3.33). FSMAX return over 5 years is better than : 33.03 vs. AFOZX (17.21).
| AFOZX | FSMAX | AFOZX / FSMAX | |
| Total Expense Ratio | 0.87 | 0.04 | 2,486% |
| Annual Report Gross Expense Ratio | 0.87 | 0.04 | 2,486% |
| Fund Existence | 6 years | 14 years | - |
| Gain YTD | 15.329 | 11.125 | 138% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 500000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 317M | 41B | 1% |
| Annual Yield % from dividends | 0.00 | 0.43 | - |
| Returns for 1 year | 9.05 | 3.33 | 272% |
| Returns for 3 years | 67.52 | 51.85 | 130% |
| Returns for 5 years | 17.21 | 33.03 | 52% |
| Returns for 10 years | N/A | 101.82 | - |
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