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AFOZX vs PEMGX
AFOZX vs PEMGX Comparison
Open Charts AFOZX vs PEMGX
Alger Mid Cap Focus Z
Price$20.95
Change+$0.13 (+0.62%)
VolumeN/A
Net Assets316.73M
AFOZX vs PEMGX Comparison Chart in %
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AFOZX vs. PEMGX 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 PEMGX is a Hold.
FUNDAMENTALS
Fundamentals
PEMGX has more cash in the bank: 31.5B vs. AFOZX (317M). AFOZX (0.00) and PEMGX (0.00) have matching dividends . AFOZX was incepted earlier than PEMGX: AFOZX (6 years) vs PEMGX (20 years). PEMGX (0.91) and AFOZX (0.87) have similar cost to investors . AFOZX is a more actively managed with annual turnover of: 94.67 vs. PEMGX (10.50). PEMGX has a lower initial minimum investment than AFOZX: PEMGX (1000) vs AFOZX (500000). AFOZX annual gain was more profitable for investors over the last year : 9.05 vs. PEMGX (-8.04). PEMGX return over 5 years is better than : 26.10 vs. AFOZX (17.21).
| AFOZX | PEMGX | AFOZX / PEMGX | |
| Total Expense Ratio | 0.87 | 0.91 | 96% |
| Annual Report Gross Expense Ratio | 0.87 | 0.91 | 96% |
| Fund Existence | 6 years | 20 years | - |
| Gain YTD | 15.329 | 1.689 | 907% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 500000 | 1000 | 50,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 317M | 31.5B | 1% |
| Annual Yield % from dividends | 0.00 | 0.00 | - |
| Returns for 1 year | 9.05 | -8.04 | -113% |
| Returns for 3 years | 67.52 | 31.57 | 214% |
| Returns for 5 years | 17.21 | 26.10 | 66% |
| Returns for 10 years | N/A | 93.59 | - |
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