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AFOZX vs FSMAX
AFOZX vs FSMAX Comparison
Open Charts AFOZX vs FSMAX
Alger Mid Cap Focus Z
Price$20.85
Change-$1.15 (-5.23%)
VolumeN/A
Net Assets327.71M
Fidelity Extended Market Index
Price$103.54
Change+$1.43 (+1.40%)
VolumeN/A
Net Assets40.63B
AFOZX vs FSMAX Comparison Chart in %
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AFOZX vs. FSMAX commentary
Feb 04, 2026
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 Hold and FSMAX is a Hold.
FUNDAMENTALS
Fundamentals
FSMAX has more cash in the bank: 40.6B vs. AFOZX (328M). FSMAX pays higher dividends than AFOZX: FSMAX (0.56) vs AFOZX (0.00). AFOZX was incepted earlier than FSMAX: AFOZX (7 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: 261.15 vs. FSMAX (15.00). FSMAX has a lower initial minimum investment than AFOZX: FSMAX (0) vs AFOZX (500000). AFOZX (10.73) and FSMAX (10.51) have marching annual gain over last year. FSMAX return over 5 years is better than : 19.23 vs. AFOZX (-2.93).
| 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 | 7 years | 14 years | - |
| Gain YTD | 0.048 | 3.050 | 2% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 500000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 328M | 40.6B | 1% |
| Annual Yield % from dividends | 0.00 | 0.56 | - |
| Returns for 1 year | 10.73 | 10.51 | 102% |
| Returns for 3 years | 66.93 | 48.06 | 139% |
| Returns for 5 years | -2.93 | 19.23 | -15% |
| Returns for 10 years | N/A | 157.02 | - |
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