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AGOZX vs WCMLX
AGOZX vs WCMLX Comparison
Open Charts AGOZX vs WCMLX
Alger Small Cap Focus Z
Price$20.01
Change-$0.96 (-4.58%)
VolumeN/A
Net Assets1.18B
WCM Small Cap Growth Institutional
Price$12.67
Change-$0.41 (-3.13%)
VolumeN/A
Net Assets41.51M
AGOZX vs WCMLX Comparison Chart
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AGOZX vs. WCMLX commentary
Feb 22, 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: 1.18B vs. WCMLX (41.5M). AGOZX (0.00) and WCMLX (0.00) have matching dividends . AGOZX was incepted earlier than WCMLX: AGOZX (14 years) vs WCMLX (5 years). AGOZX is a more actively managed with annual turnover of: 68.04 vs. WCMLX (48.00). 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 : 13.39 vs. WCMLX (4.34). WCMLX return over 5 years is better than : 20.29 vs. AGOZX (-9.61).
| AGOZX | WCMLX | AGOZX / WCMLX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 14 years | 5 years | - |
| Gain YTD | 1.675 | 2.799 | 60% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 500000 | 100000 | 500% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.18B | 41.5M | 2,846% |
| Annual Yield % from dividends | 0.00 | 0.00 | - |
| Returns for 1 year | 13.39 | 4.34 | 309% |
| Returns for 3 years | 0.09 | 10.35 | 1% |
| Returns for 5 years | -9.61 | 20.29 | -47% |
| Returns for 10 years | 85.36 | N/A | - |
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