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AFOZX vs FSMAX
AFOZX vs FSMAX Comparison
Open Charts AFOZX vs FSMAX
Alger Mid Cap Focus Z
Price$21.86
Change-$0.25 (-1.13%)
VolumeN/A
Net Assets325.24M
Fidelity Extended Market Index
Price$105.74
Change+$0.17 (+0.16%)
VolumeN/A
Net Assets40.06B
AFOZX vs FSMAX Comparison Chart in %
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AFOZX vs. FSMAX commentary
Jan 15, 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: 40.1B vs. AFOZX (325M). FSMAX pays higher dividends than AFOZX: FSMAX (0.57) 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: 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 : 20.18 vs. FSMAX (15.86). FSMAX return over 5 years is better than : 25.65 vs. AFOZX (8.59).
| 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 | 4.894 | 4.867 | 101% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 500000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 325M | 40.1B | 1% |
| Annual Yield % from dividends | 0.00 | 0.57 | - |
| Returns for 1 year | 20.18 | 15.86 | 127% |
| Returns for 3 years | 82.17 | 60.22 | 136% |
| Returns for 5 years | 8.59 | 25.65 | 34% |
| Returns for 10 years | N/A | 156.70 | - |
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