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AASOX vs WCMLX
AASOX vs WCMLX Comparison
Open Charts AASOX vs WCMLX
Alger Small Cap Growth I-2
Price$17.93
Change+$0.26 (+1.47%)
VolumeN/A
Net Assets138.07M
WCM Small Cap Growth Institutional
Price$13.15
Change+$0.06 (+0.46%)
VolumeN/A
Net Assets41.26M
AASOX vs WCMLX Comparison Chart in %
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AASOX vs. WCMLX commentary
Nov 20, 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 AASOX is a Hold and WCMLX is a Hold.
FUNDAMENTALS
Fundamentals
AASOX has more cash in the bank: 138M vs. WCMLX (41.3M). AASOX pays higher dividends than WCMLX: AASOX (0.36) vs WCMLX (0.00). AASOX was incepted earlier than WCMLX: AASOX (37 years) vs WCMLX (6 years). WCMLX (1.79) is less costly to investors than AASOX (1.00). WCMLX is a more actively managed with annual turnover of: 83.00 vs. AASOX (51.26). WCMLX has a lower initial minimum investment than AASOX: WCMLX (100000) vs AASOX (500000). WCMLX annual gain was more profitable for investors over the last year : -3.04 vs. AASOX (-3.42). WCMLX return over 5 years is better than : -0.83 vs. AASOX (-58.60).
| AASOX | WCMLX | AASOX / WCMLX | |
| Total Expense Ratio | 1.00 | 0.99 | 101% |
| Annual Report Gross Expense Ratio | 1.00 | 1.79 | 56% |
| Fund Existence | 37 years | 6 years | - |
| Gain YTD | -0.786 | 1.788 | -44% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 500000 | 100000 | 500% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 138M | 41.3M | 334% |
| Annual Yield % from dividends | 0.36 | 0.00 | - |
| Returns for 1 year | -3.42 | -3.04 | 113% |
| Returns for 3 years | -2.41 | 21.43 | -11% |
| Returns for 5 years | -58.60 | -0.83 | 7,032% |
| Returns for 10 years | -38.64 | N/A | - |