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AGOZX vs WCMLX
AGOZX vs WCMLX Comparison
Open Charts AGOZX vs WCMLX
Alger Small Cap Focus Z
Price$20.66
Change-$0.13 (-0.63%)
VolumeN/A
Net Assets888.83M
WCM Small Cap Growth Institutional
Price$13.37
Change-$0.04 (-0.30%)
VolumeN/A
Net Assets45.11M
AGOZX vs WCMLX Comparison Chart in %
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AGOZX vs. WCMLX commentary
Sep 04, 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 Hold.
FUNDAMENTALS
Fundamentals
AGOZX has more cash in the bank: 889M vs. WCMLX (45.1M). 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 : 13.36 vs. WCMLX (4.93). WCMLX return over 5 years is better than : 19.41 vs. AGOZX (-21.49).
| AGOZX | WCMLX | AGOZX / WCMLX | |
| Total Expense Ratio | 0.89 | 0.99 | 90% |
| Annual Report Gross Expense Ratio | 0.89 | 1.79 | 50% |
| Fund Existence | 15 years | 6 years | - |
| Gain YTD | -0.526 | 4.277 | -12% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 500000 | 100000 | 500% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 889M | 45.1M | 1,971% |
| Annual Yield % from dividends | 0.00 | 0.00 | - |
| Returns for 1 year | 13.36 | 4.93 | 271% |
| Returns for 3 years | 17.86 | 25.80 | 69% |
| Returns for 5 years | -21.49 | 19.41 | -111% |
| Returns for 10 years | 91.77 | N/A | - |
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