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AGOZX vs WCMLX
AGOZX vs WCMLX Comparison
Open Charts AGOZX vs WCMLX
Alger Small Cap Focus Z
Price$19.51
Change-$0.31 (-1.56%)
VolumeN/A
Net Assets869.05M
WCM Small Cap Growth Institutional
Price$12.74
Change-$0.15 (-1.16%)
VolumeN/A
Net Assets42.97M
AGOZX vs WCMLX Comparison Chart in %
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AGOZX vs. WCMLX commentary
Jul 14, 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: 869M 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 : 4.11 vs. WCMLX (0.08). WCMLX return over 5 years is better than : 22.85 vs. AGOZX (-27.50).
| 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 | -6.651 | -0.933 | 713% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 500000 | 100000 | 500% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 869M | 43M | 2,021% |
| Annual Yield % from dividends | 0.00 | 0.00 | - |
| Returns for 1 year | 4.11 | 0.08 | 5,230% |
| Returns for 3 years | 16.13 | 24.17 | 67% |
| Returns for 5 years | -27.50 | 22.85 | -120% |
| Returns for 10 years | 62.75 | N/A | - |