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AFOZX vs PEMGX
AFOZX vs PEMGX Comparison
Open Charts AFOZX vs PEMGX
Alger Mid Cap Focus Z
Price$19.23
Change+$0.33 (+1.75%)
VolumeN/A
Net Assets272.13M
AFOZX vs PEMGX Comparison Chart in %
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AFOZX vs. PEMGX commentary
Jul 27, 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 Buy and PEMGX is a StrongBuy.
FUNDAMENTALS
Fundamentals
PEMGX has more cash in the bank: 33.2B vs. AFOZX (272M). 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 : 27.27 vs. PEMGX (13.43). PEMGX return over 5 years is better than : 55.06 vs. AFOZX (40.06).
| 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 | 6.419 | 8.564 | 75% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 500000 | 1000 | 50,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 272M | 33.2B | 1% |
| Annual Yield % from dividends | 0.00 | 0.00 | - |
| Returns for 1 year | 27.27 | 13.43 | 203% |
| Returns for 3 years | 58.79 | 48.78 | 121% |
| Returns for 5 years | 40.06 | 55.06 | 73% |
| Returns for 10 years | N/A | 103.87 | - |
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