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AFOZX vs PCBIX
AFOZX vs PCBIX Comparison
Open Charts AFOZX vs PCBIX
Alger Mid Cap Focus Z
Price$20.85
Change-$1.15 (-5.23%)
VolumeN/A
Net Assets327.71M
Principal MidCap Institutional
Price$41.56
Change-$4.83 (-10.41%)
VolumeN/A
Net Assets29.47B
AFOZX vs PCBIX Comparison Chart in %
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AFOZX vs. PCBIX 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 PCBIX is a Hold.
FUNDAMENTALS
Fundamentals
PCBIX has more cash in the bank: 29.5B vs. AFOZX (328M). 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: 261.15 vs. PCBIX (13.70). 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 : 10.73 vs. PCBIX (-10.93). PCBIX return over 5 years is better than : 14.21 vs. AFOZX (-2.93).
| 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 | 0.048 | -2.920 | -2% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 500000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 328M | 29.5B | 1% |
| Annual Yield % from dividends | 0.00 | 0.00 | - |
| Returns for 1 year | 10.73 | -10.93 | -98% |
| Returns for 3 years | 66.93 | 21.90 | 306% |
| Returns for 5 years | -2.93 | 14.21 | -21% |
| Returns for 10 years | N/A | 124.71 | - |
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