Ad is loading...
AGOZX vs WCMNX
AGOZX vs WCMNX Comparison
Open Charts AGOZX vs WCMNX
Alger Small Cap Focus Z
Price$17.77
Change+$0.02 (+0.11%)
VolumeN/A
Net Assets873.3M
WCM Small Cap Growth Investor
Price$11.58
Change-$0.06 (-0.52%)
VolumeN/A
Net Assets41.98M
AGOZX vs WCMNX Comparison Chart
Loading...
View a ticker or compare two or three
VS
VS
AGOZX vs. WCMNX commentary
May 11, 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 (42M). AGOZX (0.00) and WCMNX (0.00) have matching dividends . AGOZX was incepted earlier than WCMNX: AGOZX (14 years) vs WCMNX (6 years). WCMNX (2.11) 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 : -5.58 vs. WCMNX (-7.21). WCMNX return over 5 years is better than : 20.50 vs. AGOZX (-25.15).
| AGOZX | WCMNX | AGOZX / WCMNX | |
| Total Expense Ratio | 0.89 | 1.24 | 72% |
| Annual Report Gross Expense Ratio | 0.89 | 2.11 | 42% |
| Fund Existence | 14 years | 6 years | - |
| Gain YTD | -14.976 | -8.747 | 171% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 500000 | 1000 | 50,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 873M | 42M | 2,079% |
| Annual Yield % from dividends | 0.00 | 0.00 | - |
| Returns for 1 year | -5.58 | -7.21 | 77% |
| Returns for 3 years | 8.95 | 14.20 | 63% |
| Returns for 5 years | -25.15 | 20.50 | -123% |
| Returns for 10 years | 57.59 | N/A | - |
View a ticker or compare two or three
VS
VS
Ad is loading...
Interesting Tickers