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AGOZX vs WCMLX
AGOZX vs WCMLX Comparison
Open Charts AGOZX vs WCMLX
Alger Small Cap Focus Z
Price$16.73
Change-$0.04 (-0.24%)
VolumeN/A
Net Assets847.6M
WCM Small Cap Growth Institutional
Price$10.81
Change+$0.10 (+0.93%)
VolumeN/A
Net Assets39.09M
AGOZX vs WCMLX Comparison Chart
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AGOZX vs. WCMLX commentary
Apr 19, 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 AGOZX is a Hold and WCMLX is a StrongBuy.
FUNDAMENTALS
Fundamentals
AGOZX has more cash in the bank: 848M vs. WCMLX (39.1M). AGOZX (0.00) and WCMLX (0.00) have matching dividends . AGOZX was incepted earlier than WCMLX: AGOZX (14 years) vs WCMLX (5 years). WCMLX (1.86) is less costly to investors than AGOZX (0.88). AGOZX is a more actively managed with annual turnover of: 60.23 vs. WCMLX (48.00). WCMLX has a lower initial minimum investment than AGOZX: WCMLX (100000) vs AGOZX (500000). AGOZX annual gain was more profitable for investors over the last year : -7.60 vs. WCMLX (-11.54). WCMLX return over 5 years is better than : 24.40 vs. AGOZX (-18.87).
| AGOZX | WCMLX | AGOZX / WCMLX | |
| Total Expense Ratio | 0.88 | 0.99 | 89% |
| Annual Report Gross Expense Ratio | 0.88 | 1.86 | 47% |
| Fund Existence | 14 years | 5 years | - |
| Gain YTD | -19.761 | -15.941 | 124% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 500000 | 100000 | 500% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 848M | 39.1M | 2,169% |
| Annual Yield % from dividends | 0.00 | 0.00 | - |
| Returns for 1 year | -7.60 | -11.54 | 66% |
| Returns for 3 years | -17.67 | -7.21 | 245% |
| Returns for 5 years | -18.87 | 24.40 | -77% |
| Returns for 10 years | 43.32 | N/A | - |
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