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AGOZX vs WCMNX
AGOZX vs WCMNX Comparison
Open Charts AGOZX vs WCMNX
Alger Small Cap Focus Z
Price$18.37
Change+$0.10 (+0.55%)
VolumeN/A
Net Assets873.06M
WCM Small Cap Growth Investor
Price$11.80
Change+$0.04 (+0.34%)
VolumeN/A
Net Assets42.06M
AGOZX vs WCMNX Comparison Chart
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AGOZX vs. WCMNX commentary
Jun 03, 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 Buy and WCMNX is a StrongBuy.
FUNDAMENTALS
Fundamentals
AGOZX has more cash in the bank: 873M vs. WCMNX (42.1M). AGOZX (0.00) and WCMNX (0.00) have matching dividends . AGOZX was incepted earlier than WCMNX: AGOZX (14 years) vs WCMNX (6 years). WCMNX (2.04) is less costly to investors than AGOZX (0.89). WCMNX is a more actively managed with annual turnover of: 83.00 vs. AGOZX (60.23). 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 : -2.09 vs. WCMNX (-4.08). WCMNX return over 5 years is better than : 11.79 vs. AGOZX (-26.48).
| AGOZX | WCMNX | AGOZX / WCMNX | |
| Total Expense Ratio | 0.89 | 1.24 | 72% |
| Annual Report Gross Expense Ratio | 0.89 | 2.04 | 44% |
| Fund Existence | 14 years | 6 years | - |
| Gain YTD | -12.584 | -7.329 | 172% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 500000 | 1000 | 50,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 873M | 42.1M | 2,074% |
| Annual Yield % from dividends | 0.00 | 0.00 | - |
| Returns for 1 year | -2.09 | -4.08 | 51% |
| Returns for 3 years | 0.61 | 9.80 | 6% |
| Returns for 5 years | -26.48 | 11.79 | -225% |
| Returns for 10 years | 57.20 | N/A | - |
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