AGOZX
Price
$21.62
Change
+$0.03 (+0.14%)
Updated
Sep 16 closing price
Net Assets
902.8M
WCMLX
Price
$13.84
Change
+$0.02 (+0.14%)
Updated
Sep 16 closing price
Net Assets
45.17M
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AGOZX vs WCMLX

Header iconAGOZX vs WCMLX Comparison
Open Charts AGOZX vs WCMLXBanner chart's image
Alger Small Cap Focus Z
Price$21.62
Change+$0.03 (+0.14%)
VolumeN/A
Net Assets902.8M
WCM Small Cap Growth Institutional
Price$13.84
Change+$0.02 (+0.14%)
VolumeN/A
Net Assets45.17M
AGOZX vs WCMLX Comparison Chart in %
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AGOZX vs. WCMLX commentary
Sep 18, 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 Buy and WCMLX is a Hold.

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FUNDAMENTALS
Fundamentals
AGOZX has more cash in the bank: 903M vs. WCMLX (45.2M). AGOZX (0.00) and WCMLX (0.00) have matching dividends . AGOZX was incepted earlier than WCMLX: AGOZX (15 years) vs WCMLX (6 years). WCMLX (1.79) is less costly to investors than AGOZX (0.89). WCMLX is a more actively managed with annual turnover of: 83.00 vs. AGOZX (60.23). 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 : 14.17 vs. WCMLX (6.39). WCMLX return over 5 years is better than : 22.41 vs. AGOZX (-16.64).
AGOZXWCMLXAGOZX / WCMLX
Total Expense Ratio0.890.9990%
Annual Report Gross Expense Ratio0.891.7950%
Fund Existence15 years6 years-
Gain YTD3.3017.46544%
Front LoadN/AN/A-
Min. Initial Investment500000100000500%
Min. Initial Investment IRAN/AN/A-
Net Assets903M45.2M1,998%
Annual Yield % from dividends0.000.00-
Returns for 1 year14.176.39222%
Returns for 3 years21.0929.4072%
Returns for 5 years-16.6422.41-74%
Returns for 10 years91.63N/A-
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