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AGOZX vs WCMLX
AGOZX vs WCMLX Comparison
Open Charts AGOZX vs WCMLX
Alger Small Cap Focus Z
Price$17.77
Change+$0.02 (+0.11%)
VolumeN/A
Net Assets873.3M
WCM Small Cap Growth Institutional
Price$11.74
Change-$0.06 (-0.51%)
VolumeN/A
Net Assets41.98M
AGOZX vs WCMLX Comparison Chart
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AGOZX vs. WCMLX commentary
May 11, 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 StrongBuy.
FUNDAMENTALS
Fundamentals
AGOZX has more cash in the bank: 873M vs. WCMLX (42M). AGOZX (0.00) and WCMLX (0.00) have matching dividends . AGOZX was incepted earlier than WCMLX: AGOZX (14 years) vs WCMLX (6 years). WCMLX (1.86) 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 : -5.58 vs. WCMLX (-6.97). WCMLX return over 5 years is better than : 22.04 vs. AGOZX (-25.15).
| AGOZX | WCMLX | AGOZX / WCMLX | |
| Total Expense Ratio | 0.89 | 0.99 | 90% |
| Annual Report Gross Expense Ratio | 0.89 | 1.86 | 48% |
| Fund Existence | 14 years | 6 years | - |
| Gain YTD | -14.976 | -8.709 | 172% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 500000 | 100000 | 500% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 873M | 42M | 2,079% |
| Annual Yield % from dividends | 0.00 | 0.00 | - |
| Returns for 1 year | -5.58 | -6.97 | 80% |
| Returns for 3 years | 8.95 | 14.99 | 60% |
| Returns for 5 years | -25.15 | 22.04 | -114% |
| Returns for 10 years | 57.59 | N/A | - |
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