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AASOX vs WCMLX
AASOX vs WCMLX Comparison
Open Charts AASOX vs WCMLX
Alger Small Cap Growth I-2
Price$18.95
Change+$0.48 (+2.60%)
VolumeN/A
Net Assets145.79M
WCM Small Cap Growth Institutional
Price$14.04
Change+$0.25 (+1.81%)
VolumeN/A
Net Assets42.97M
AASOX vs WCMLX Comparison Chart in %
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AASOX vs. WCMLX commentary
Oct 21, 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: 146M vs. WCMLX (43M). AASOX pays higher dividends than WCMLX: AASOX (0.37) 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 : 1.92 vs. AASOX (0.95). WCMLX return over 5 years is better than : 15.49 vs. AASOX (-55.08).
| 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 | 3.706 | 7.232 | 51% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 500000 | 100000 | 500% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 146M | 43M | 340% |
| Annual Yield % from dividends | 0.37 | 0.00 | - |
| Returns for 1 year | 0.95 | 1.92 | 50% |
| Returns for 3 years | 5.98 | 37.21 | 16% |
| Returns for 5 years | -55.08 | 15.49 | -355% |
| Returns for 10 years | -35.84 | N/A | - |
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