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AFOZX vs PEMGX
AFOZX vs PEMGX Comparison
Open Charts AFOZX vs PEMGX
Alger Mid Cap Focus Z
Price$20.85
Change-$1.15 (-5.23%)
VolumeN/A
Net Assets327.71M
AFOZX vs PEMGX Comparison Chart in %
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AFOZX vs. PEMGX 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 PEMGX is a Hold.
FUNDAMENTALS
Fundamentals
PEMGX has more cash in the bank: 29.5B vs. AFOZX (328M). AFOZX (0.00) and PEMGX (0.00) have matching dividends . AFOZX was incepted earlier than PEMGX: AFOZX (7 years) vs PEMGX (21 years). PEMGX (0.91) and AFOZX (0.87) have similar cost to investors . AFOZX is a more actively managed with annual turnover of: 261.15 vs. PEMGX (13.70). 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 : 10.73 vs. PEMGX (-11.39). PEMGX return over 5 years is better than : 11.73 vs. AFOZX (-2.93).
| AFOZX | PEMGX | AFOZX / PEMGX | |
| Total Expense Ratio | 0.87 | 0.91 | 96% |
| Annual Report Gross Expense Ratio | 0.87 | 0.91 | 96% |
| Fund Existence | 7 years | 21 years | - |
| Gain YTD | 0.048 | -2.946 | -2% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 500000 | 1000 | 50,000% |
| 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 | -11.39 | -94% |
| Returns for 3 years | 66.93 | 20.37 | 329% |
| Returns for 5 years | -2.93 | 11.73 | -25% |
| Returns for 10 years | N/A | 115.63 | - |
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