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AGOZX vs WCMLX
AGOZX vs WCMLX Comparison
Open Charts AGOZX vs WCMLX
Alger Small Cap Focus Z
Price$21.33
Change+$0.23 (+1.09%)
VolumeN/A
CapitalizationN/A
WCM Small Cap Growth Institutional
Price$13.02
Change+$0.09 (+0.70%)
VolumeN/A
CapitalizationN/A
AGOZX vs WCMLX Comparison Chart
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AGOZX vs. WCMLX commentary
Dec 26, 2024
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: 1.26B vs. WCMLX (40.7M). 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 : 16.05 vs. WCMLX (5.25). WCMLX return over 5 years is better than : 23.65 vs. AGOZX (-1.48).
| 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 | 16.367 | 5.596 | 292% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 500000 | 100000 | 500% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.26B | 40.7M | 3,103% |
| Annual Yield % from dividends | 0.00 | 0.00 | - |
| Returns for 1 year | 16.05 | 5.25 | 305% |
| Returns for 3 years | -20.11 | -6.33 | 318% |
| Returns for 5 years | -1.48 | 23.65 | -6% |
| Returns for 10 years | 94.79 | N/A | - |
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