AGOZX
Price
$22.02
Change
-$0.23 (-1.03%)
Updated
Oct 7 closing price
Net Assets
903.16M
WCMLX
Price
$13.74
Change
-$0.15 (-1.08%)
Updated
Oct 7 closing price
Net Assets
44.14M
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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$22.02
Change-$0.23 (-1.03%)
VolumeN/A
Net Assets903.16M
WCM Small Cap Growth Institutional
Price$13.74
Change-$0.15 (-1.08%)
VolumeN/A
Net Assets44.14M
AGOZX vs WCMLX Comparison Chart in %
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AGOZX vs. WCMLX commentary
Oct 08, 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.

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FUNDAMENTALS
Fundamentals
AGOZX has more cash in the bank: 903M vs. WCMLX (44.1M). 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 : 15.64 vs. WCMLX (6.19). WCMLX return over 5 years is better than : 15.37 vs. AGOZX (-23.75).
AGOZXWCMLXAGOZX / WCMLX
Total Expense Ratio0.890.9990%
Annual Report Gross Expense Ratio0.891.7950%
Fund Existence15 years6 years-
Gain YTD6.4598.00981%
Front LoadN/AN/A-
Min. Initial Investment500000100000500%
Min. Initial Investment IRAN/AN/A-
Net Assets903M44.1M2,048%
Annual Yield % from dividends0.000.00-
Returns for 1 year15.646.19253%
Returns for 3 years31.3536.4486%
Returns for 5 years-23.7515.37-155%
Returns for 10 years101.20N/A-
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