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AFOZX vs PCBIX
AFOZX vs PCBIX Comparison
Open Charts AFOZX vs PCBIX
Alger Mid Cap Focus Z
Price$20.95
Change+$0.13 (+0.62%)
VolumeN/A
Net Assets316.73M
Principal MidCap Institutional
Price$45.23
Change-$0.19 (-0.42%)
VolumeN/A
Net Assets31.51B
AFOZX vs PCBIX Comparison Chart in %
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AFOZX vs. PCBIX commentary
Dec 04, 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 StrongBuy and PCBIX is a Hold.
FUNDAMENTALS
Fundamentals
PCBIX has more cash in the bank: 31.5B vs. AFOZX (317M). PCBIX pays higher dividends than AFOZX: PCBIX (0.12) vs AFOZX (0.00). AFOZX was incepted earlier than PCBIX: AFOZX (6 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 : 9.05 vs. PCBIX (-7.72). PCBIX return over 5 years is better than : 28.55 vs. AFOZX (17.21).
| AFOZX | PCBIX | AFOZX / PCBIX | |
| Total Expense Ratio | 0.87 | 0.67 | 130% |
| Annual Report Gross Expense Ratio | 0.87 | 0.67 | 130% |
| Fund Existence | 6 years | 25 years | - |
| Gain YTD | 15.329 | 1.907 | 804% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 500000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 317M | 31.5B | 1% |
| Annual Yield % from dividends | 0.00 | 0.12 | - |
| Returns for 1 year | 9.05 | -7.72 | -117% |
| Returns for 3 years | 67.52 | 33.03 | 204% |
| Returns for 5 years | 17.21 | 28.55 | 60% |
| Returns for 10 years | N/A | 101.44 | - |
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