AGOZX
Price
$19.49
Change
-$0.00 (-0.00%)
Updated
Feb 27, 6:59 PM EST
WCMLX
Price
$12.97
Change
-$0.00 (-0.00%)
Updated
Feb 27, 6:59 PM EST
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Analysis and predictions AGOZX vs WCMLX

Header iconAGOZX vs WCMLX Comparison
Open Charts AGOZX vs WCMLXBanner chart's image
Alger Small Cap Focus Z
Price$19.49
Change-$0.00 (-0.00%)
VolumeN/A
CapitalizationN/A
WCM Small Cap Growth Institutional
Price$12.97
Change-$0.00 (-0.00%)
VolumeN/A
CapitalizationN/A
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AGOZX vs WCMLX Comparison Chart

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VS
AGOZX vs. WCMLX commentary
Feb 28, 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 Buy.

FUNDAMENTALS
Fundamentals
AGOZX has more cash in the bank: 1.65B vs. WCMLX (46M). AGOZX (0.00) and WCMLX (0.00) have matching dividends . AGOZX was incepted earlier than WCMLX: AGOZX (13 years) vs WCMLX (4 years). WCMLX (1.94) is less costly to investors than AGOZX (0.84). AGOZX is a more actively managed with annual turnover of: 68.04 vs. WCMLX (45.00). 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 : 12.46 vs. WCMLX (10.76).
AGOZXWCMLXAGOZX / WCMLX
Total Expense Ratio0.840.9985%
Annual Report Gross Expense Ratio0.841.9443%
Fund Existence13 years4 years-
Gain YTD6.3285.191122%
Front LoadN/AN/A-
Min. Initial Investment500000100000500%
Min. Initial Investment IRAN/AN/A-
Net Assets1.65B46M3,593%
Annual Yield % from dividends0.000.00-
Returns for 1 year12.4610.76116%
Returns for 3 years-43.38-15.45281%
Returns for 5 years-7.15N/A-
Returns for 10 years104.31N/A-
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