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AGOZX vs WCMLX
AGOZX vs WCMLX Comparison
Open Charts AGOZX vs WCMLX
Alger Small Cap Focus Z
Price$20.10
Change+$0.24 (+1.21%)
VolumeN/A
Net Assets916.38M
WCM Small Cap Growth Institutional
Price$12.74
Change+$0.12 (+0.95%)
VolumeN/A
Net Assets42.98M
AGOZX vs WCMLX Comparison Chart in %
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AGOZX vs. WCMLX commentary
Jul 06, 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 StrongBuy.
FUNDAMENTALS
Fundamentals
AGOZX has more cash in the bank: 916M vs. WCMLX (43M). 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 : 10.62 vs. WCMLX (2.91). WCMLX return over 5 years is better than : 21.91 vs. AGOZX (-24.61).
| 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 | -3.828 | -0.933 | 410% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 500000 | 100000 | 500% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 916M | 43M | 2,130% |
| Annual Yield % from dividends | 0.00 | 0.00 | - |
| Returns for 1 year | 10.62 | 2.91 | 365% |
| Returns for 3 years | 20.00 | 26.01 | 77% |
| Returns for 5 years | -24.61 | 21.91 | -112% |
| Returns for 10 years | 72.36 | N/A | - |
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