AASOX
Price
$18.23
Change
+$0.04 (+0.22%)
Updated
Sep 29 closing price
Net Assets
144.88M
WCMLX
Price
$13.77
Change
+$0.03 (+0.22%)
Updated
Sep 29 closing price
Net Assets
44.82M
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AASOX vs WCMLX

Header iconAASOX vs WCMLX Comparison
Open Charts AASOX vs WCMLXBanner chart's image
Alger Small Cap Growth I-2
Price$18.23
Change+$0.04 (+0.22%)
VolumeN/A
Net Assets144.88M
WCM Small Cap Growth Institutional
Price$13.77
Change+$0.03 (+0.22%)
VolumeN/A
Net Assets44.82M
AASOX vs WCMLX Comparison Chart in %
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AASOX vs. WCMLX commentary
Sep 30, 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 Buy.

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FUNDAMENTALS
Fundamentals
AASOX has more cash in the bank: 145M vs. WCMLX (44.8M). AASOX pays higher dividends than WCMLX: AASOX (0.38) 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 : 3.78 vs. AASOX (1.30). WCMLX return over 5 years is better than : 21.70 vs. AASOX (-53.02).
AASOXWCMLXAASOX / WCMLX
Total Expense Ratio1.000.99101%
Annual Report Gross Expense Ratio1.001.7956%
Fund Existence37 years6 years-
Gain YTD2.1346.84331%
Front LoadN/AN/A-
Min. Initial Investment500000100000500%
Min. Initial Investment IRAN/AN/A-
Net Assets145M44.8M324%
Annual Yield % from dividends0.380.00-
Returns for 1 year1.303.7834%
Returns for 3 years7.0038.7918%
Returns for 5 years-53.0221.70-244%
Returns for 10 years-32.95N/A-
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