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AASOX vs WCMNX
AASOX vs WCMNX Comparison
Open Charts AASOX vs WCMNX
Alger Small Cap Growth I-2
Price$18.23
Change+$0.04 (+0.22%)
VolumeN/A
Net Assets144.88M
WCM Small Cap Growth Investor
Price$13.54
Change+$0.13 (+0.97%)
VolumeN/A
Net Assets44.82M
AASOX vs WCMNX Comparison Chart in %
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AASOX vs. WCMNX 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 WCMNX is a Buy.
FUNDAMENTALS
Fundamentals
AASOX has more cash in the bank: 145M vs. WCMNX (44.8M). AASOX pays higher dividends than WCMNX: AASOX (0.38) vs WCMNX (0.00). AASOX was incepted earlier than WCMNX: AASOX (37 years) vs WCMNX (6 years). WCMNX (2.04) is less costly to investors than AASOX (1.00). WCMNX is a more actively managed with annual turnover of: 83.00 vs. AASOX (51.26). WCMNX has a lower initial minimum investment than AASOX: WCMNX (1000) vs AASOX (500000). WCMNX annual gain was more profitable for investors over the last year : 3.60 vs. AASOX (1.30). WCMNX return over 5 years is better than : 20.25 vs. AASOX (-53.02).
| AASOX | WCMNX | AASOX / WCMNX | |
| Total Expense Ratio | 1.00 | 1.24 | 81% |
| Annual Report Gross Expense Ratio | 1.00 | 2.04 | 49% |
| Fund Existence | 37 years | 6 years | - |
| Gain YTD | 2.134 | 6.698 | 32% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 500000 | 1000 | 50,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 145M | 44.8M | 324% |
| Annual Yield % from dividends | 0.38 | 0.00 | - |
| Returns for 1 year | 1.30 | 3.60 | 36% |
| Returns for 3 years | 7.00 | 37.88 | 18% |
| Returns for 5 years | -53.02 | 20.25 | -262% |
| Returns for 10 years | -32.95 | N/A | - |
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