AFOZX
Price
$19.23
Change
+$0.33 (+1.75%)
Updated
Jul 25 closing price
Net Assets
272.13M
PMBPX
Price
$47.20
Change
+$0.33 (+0.70%)
Updated
Jul 25 closing price
Net Assets
33.21B
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AFOZX vs PMBPX

Header iconAFOZX vs PMBPX Comparison
Open Charts AFOZX vs PMBPXBanner chart's image
Alger Mid Cap Focus Z
Price$19.23
Change+$0.33 (+1.75%)
VolumeN/A
Net Assets272.13M
Principal MidCap R5
Price$47.20
Change+$0.33 (+0.70%)
VolumeN/A
Net Assets33.21B
AFOZX vs PMBPX Comparison Chart in %
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AFOZX vs. PMBPX 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 PMBPX is a StrongBuy.

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FUNDAMENTALS
Fundamentals
PMBPX has more cash in the bank: 33.2B vs. AFOZX (272M). PMBPX pays higher dividends than AFOZX: PMBPX (0.01) vs AFOZX (0.00). AFOZX was incepted earlier than PMBPX: AFOZX (6 years) vs PMBPX (25 years). AFOZX (0.87) and PMBPX (0.83) have similar cost to investors . AFOZX is a more actively managed with annual turnover of: 94.67 vs. PMBPX (10.50). PMBPX has a lower initial minimum investment than AFOZX: PMBPX (0) vs AFOZX (500000). AFOZX annual gain was more profitable for investors over the last year : 27.27 vs. PMBPX (13.61). PMBPX return over 5 years is better than : 56.25 vs. AFOZX (40.06).
AFOZXPMBPXAFOZX / PMBPX
Total Expense Ratio0.870.83105%
Annual Report Gross Expense Ratio0.870.83105%
Fund Existence6 years25 years-
Gain YTD6.4198.60675%
Front LoadN/AN/A-
Min. Initial Investment5000000-
Min. Initial Investment IRAN/AN/A-
Net Assets272M33.2B1%
Annual Yield % from dividends0.000.01-
Returns for 1 year27.2713.61200%
Returns for 3 years58.7949.38119%
Returns for 5 years40.0656.2571%
Returns for 10 yearsN/A107.27-
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