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AFOZX vs PCBIX
AFOZX vs PCBIX Comparison
Open Charts AFOZX vs PCBIX
Alger Mid Cap Focus Z
Price$21.86
Change-$0.25 (-1.13%)
VolumeN/A
Net Assets325.24M
Principal MidCap Institutional
Price$43.87
Change-$0.08 (-0.18%)
VolumeN/A
Net Assets31.35B
AFOZX vs PCBIX Comparison Chart in %
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AFOZX vs. PCBIX 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 PCBIX is a Hold.
FUNDAMENTALS
Fundamentals
PCBIX has more cash in the bank: 31.3B vs. AFOZX (325M). AFOZX (0.00) and PCBIX (0.00) have matching dividends . AFOZX was incepted earlier than PCBIX: AFOZX (7 years) vs PCBIX (25 years). AFOZX (0.87) is less costly to investors than PCBIX (0.67). AFOZX is a more actively managed with annual turnover of: 94.67 vs. PCBIX (10.50). PCBIX has a lower initial minimum investment than AFOZX: PCBIX (0) vs AFOZX (500000). AFOZX annual gain was more profitable for investors over the last year : 20.18 vs. PCBIX (-0.88). PCBIX return over 5 years is better than : 23.09 vs. AFOZX (8.59).
| AFOZX | PCBIX | AFOZX / PCBIX | |
| Total Expense Ratio | 0.87 | 0.67 | 130% |
| Annual Report Gross Expense Ratio | 0.87 | 0.67 | 130% |
| Fund Existence | 7 years | 25 years | - |
| Gain YTD | 4.894 | 2.476 | 198% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 500000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 325M | 31.3B | 1% |
| Annual Yield % from dividends | 0.00 | 0.00 | - |
| Returns for 1 year | 20.18 | -0.88 | -2,290% |
| Returns for 3 years | 82.17 | 32.52 | 253% |
| Returns for 5 years | 8.59 | 23.09 | 37% |
| Returns for 10 years | N/A | 136.32 | - |
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