Interact to see
Advertisement
Advertisement
AFOZX vs PCBIX
AFOZX vs PCBIX Comparison
Open Charts AFOZX vs PCBIX
Alger Mid Cap Focus Z
Price$19.60
Change-$0.77 (-3.78%)
VolumeN/A
Net Assets303.68M
Principal MidCap Institutional
Price$45.20
Change-$0.72 (-1.57%)
VolumeN/A
Net Assets31.99B
AFOZX vs PCBIX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
AFOZX vs. PCBIX 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 PCBIX is a Buy.
FUNDAMENTALS
Fundamentals
PCBIX has more cash in the bank: 32B vs. AFOZX (304M). 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 : 11.80 vs. PCBIX (-4.65). PCBIX return over 5 years is better than : 33.05 vs. AFOZX (25.35).
| 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 | 12.728 | 3.029 | 420% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 500000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 304M | 32B | 1% |
| Annual Yield % from dividends | 0.00 | 0.12 | - |
| Returns for 1 year | 11.80 | -4.65 | -254% |
| Returns for 3 years | 66.69 | 35.68 | 187% |
| Returns for 5 years | 25.35 | 33.05 | 77% |
| Returns for 10 years | N/A | 111.81 | - |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement
Interesting Tickers
1D
1W
1M
1Q
6M
1Y
5Y
| 1 Day | |||
|---|---|---|---|
| MFs / NAME | Price $ | Chg $ | Chg % |
| GSICX | 29.51 | 0.16 | +0.55% |
| Goldman Sachs International Eq ESG C | |||
| FFEIX | 15.74 | 0.06 | +0.38% |
| Nuveen Dividend Value A | |||
| JRACX | 86.17 | -0.08 | -0.09% |
| Janus Henderson Research C | |||
| IAFLX | 22.87 | -0.07 | -0.31% |
| F/m Investments Large Cap Focused Inst | |||
| BAREX | 15.11 | -0.13 | -0.85% |
| BlackRock Real Estate Securities Inv A | |||