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AOFYX vs NRGSX
AOFYX vs NRGSX Comparison
Open Charts AOFYX vs NRGSX
Alger Small Cap Focus Y
Price$23.02
Change-$0.14 (-0.60%)
VolumeN/A
Net Assets881.33M
AOFYX vs NRGSX Comparison Chart in %
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AOFYX vs. NRGSX commentary
Dec 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 AOFYX is a Buy and NRGSX is a StrongBuy.
FUNDAMENTALS
Fundamentals
NRGSX has more cash in the bank: 8.19B vs. AOFYX (881M). NRGSX pays higher dividends than AOFYX: NRGSX (0.07) vs AOFYX (0.00). AOFYX was incepted earlier than NRGSX: AOFYX (9 years) vs NRGSX (13 years). AOFYX (0.89) is less costly to investors than NRGSX (0.74). AOFYX is a more actively managed with annual turnover of: 60.23 vs. NRGSX (23.00). NRGSX has a lower initial minimum investment than AOFYX: NRGSX (0) vs AOFYX (500000). AOFYX annual gain was more profitable for investors over the last year : 6.97 vs. NRGSX (-17.45). NRGSX return over 5 years is better than : -21.20 vs. AOFYX (-32.19).
| AOFYX | NRGSX | AOFYX / NRGSX | |
| Total Expense Ratio | 0.86 | 0.74 | 116% |
| Annual Report Gross Expense Ratio | 0.89 | 0.74 | 120% |
| Fund Existence | 9 years | 13 years | - |
| Gain YTD | 10.091 | -15.960 | -63% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 500000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 881M | 8.19B | 11% |
| Annual Yield % from dividends | 0.00 | 0.07 | - |
| Returns for 1 year | 6.97 | -17.45 | -40% |
| Returns for 3 years | 40.97 | 1.18 | 3,461% |
| Returns for 5 years | -32.19 | -21.20 | 152% |
| Returns for 10 years | N/A | 6.91 | - |
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