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AGOZX vs WCMNX
AGOZX vs WCMNX Comparison
Open Charts AGOZX vs WCMNX
Alger Small Cap Focus Z
Price$21.33
Change+$0.23 (+1.09%)
VolumeN/A
CapitalizationN/A
WCM Small Cap Growth Investor
Price$12.85
Change+$0.08 (+0.63%)
VolumeN/A
CapitalizationN/A
AGOZX vs WCMNX Comparison Chart
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AGOZX vs. WCMNX 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 WCMNX is a StrongBuy.
FUNDAMENTALS
Fundamentals
AGOZX has more cash in the bank: 1.26B vs. WCMNX (40.7M). AGOZX (0.00) and WCMNX (0.00) have matching dividends . AGOZX was incepted earlier than WCMNX: AGOZX (14 years) vs WCMNX (5 years). AGOZX is a more actively managed with annual turnover of: 68.04 vs. WCMNX (48.00). WCMNX has a lower initial minimum investment than AGOZX: WCMNX (1000) vs AGOZX (500000). AGOZX annual gain was more profitable for investors over the last year : 16.05 vs. WCMNX (4.98). WCMNX return over 5 years is better than : 22.03 vs. AGOZX (-1.48).
| AGOZX | WCMNX | AGOZX / WCMNX | |
| 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 | 5.328 | 307% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 500000 | 1000 | 50,000% |
| 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 | 4.98 | 322% |
| Returns for 3 years | -20.11 | -7.09 | 284% |
| Returns for 5 years | -1.48 | 22.03 | -7% |
| Returns for 10 years | 94.79 | N/A | - |
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