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AGOZX vs WCMNX
AGOZX vs WCMNX Comparison
Open Charts AGOZX vs WCMNX
Alger Small Cap Focus Z
Price$20.01
Change-$0.96 (-4.58%)
VolumeN/A
Net Assets1.18B
WCM Small Cap Growth Investor
Price$12.50
Change-$0.40 (-3.10%)
VolumeN/A
Net Assets41.51M
AGOZX vs WCMNX Comparison Chart
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AGOZX vs. WCMNX commentary
Feb 22, 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 WCMNX is a StrongBuy.
FUNDAMENTALS
Fundamentals
AGOZX has more cash in the bank: 1.18B vs. WCMNX (41.5M). 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 : 13.39 vs. WCMNX (4.07). WCMNX return over 5 years is better than : 18.76 vs. AGOZX (-9.61).
| 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 | 1.675 | 2.758 | 61% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 500000 | 1000 | 50,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.18B | 41.5M | 2,846% |
| Annual Yield % from dividends | 0.00 | 0.00 | - |
| Returns for 1 year | 13.39 | 4.07 | 329% |
| Returns for 3 years | 0.09 | 9.49 | 1% |
| Returns for 5 years | -9.61 | 18.76 | -51% |
| Returns for 10 years | 85.36 | N/A | - |
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