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AFOZX vs PMBMX
AFOZX vs PMBMX Comparison
Open Charts AFOZX vs PMBMX
Alger Mid Cap Focus Z
Price$18.75
Change+$0.22 (+1.19%)
VolumeN/A
Net Assets267.49M
AFOZX vs PMBMX Comparison Chart in %
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AFOZX vs. PMBMX commentary
Jul 07, 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 PMBMX is a StrongBuy.
FUNDAMENTALS
Fundamentals
PMBMX has more cash in the bank: 32.3B vs. AFOZX (267M). PMBMX pays higher dividends than AFOZX: PMBMX (0.02) vs AFOZX (0.00). AFOZX was incepted earlier than PMBMX: AFOZX (6 years) vs PMBMX (25 years). PMBMX (1.14) is less costly to investors than AFOZX (0.87). AFOZX is a more actively managed with annual turnover of: 94.67 vs. PMBMX (10.50). PMBMX has a lower initial minimum investment than AFOZX: PMBMX (0) vs AFOZX (500000). AFOZX annual gain was more profitable for investors over the last year : 19.20 vs. PMBMX (14.80). PMBMX return over 5 years is better than : 55.71 vs. AFOZX (39.93).
| AFOZX | PMBMX | AFOZX / PMBMX | |
| Total Expense Ratio | 0.87 | 1.14 | 76% |
| Annual Report Gross Expense Ratio | 0.87 | 1.14 | 76% |
| Fund Existence | 6 years | 25 years | - |
| Gain YTD | 3.763 | 6.854 | 55% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 500000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 267M | 32.3B | 1% |
| Annual Yield % from dividends | 0.00 | 0.02 | - |
| Returns for 1 year | 19.20 | 14.80 | 130% |
| Returns for 3 years | 56.90 | 50.19 | 113% |
| Returns for 5 years | 39.93 | 55.71 | 72% |
| Returns for 10 years | N/A | 94.74 | - |
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