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AGOZX vs WCMLX
AGOZX vs WCMLX Comparison
Open Charts AGOZX vs WCMLX
Alger Small Cap Focus Z
Price$23.08
Change+$0.38 (+1.67%)
VolumeN/A
Net Assets922.38M
WCM Small Cap Growth Institutional
Price$14.29
Change+$0.16 (+1.13%)
VolumeN/A
Net Assets45.03M
AGOZX vs WCMLX Comparison Chart in %
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AGOZX vs. WCMLX commentary
Oct 27, 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: 922M vs. WCMLX (45M). 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 : 18.91 vs. WCMLX (8.50). WCMLX return over 5 years is better than : 16.75 vs. AGOZX (-21.47).
| 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 | 10.431 | 11.120 | 94% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 500000 | 100000 | 500% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 922M | 45M | 2,049% |
| Annual Yield % from dividends | 0.00 | 0.00 | - |
| Returns for 1 year | 18.91 | 8.50 | 222% |
| Returns for 3 years | 33.33 | 37.27 | 89% |
| Returns for 5 years | -21.47 | 16.75 | -128% |
| Returns for 10 years | 109.45 | N/A | - |
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