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AFOZX vs FSMAX
AFOZX vs FSMAX Comparison
Open Charts AFOZX vs FSMAX
Alger Mid Cap Focus Z
Price$19.60
Change-$0.77 (-3.78%)
VolumeN/A
Net Assets303.68M
Fidelity Extended Market Index
Price$98.68
Change-$2.68 (-2.64%)
VolumeN/A
Net Assets41.46B
AFOZX vs FSMAX Comparison Chart in %
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AFOZX vs. FSMAX commentary
Nov 14, 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 Hold and FSMAX is a Hold.
FUNDAMENTALS
Fundamentals
FSMAX has more cash in the bank: 41.5B vs. AFOZX (304M). 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 : 11.80 vs. FSMAX (6.78). FSMAX return over 5 years is better than : 44.78 vs. AFOZX (25.35).
| 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 | 12.728 | 11.598 | 110% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 500000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 304M | 41.5B | 1% |
| Annual Yield % from dividends | 0.00 | 0.43 | - |
| Returns for 1 year | 11.80 | 6.78 | 174% |
| Returns for 3 years | 66.69 | 53.30 | 125% |
| Returns for 5 years | 25.35 | 44.78 | 57% |
| Returns for 10 years | N/A | 108.36 | - |
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