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AGOZX vs WCMNX
AGOZX vs WCMNX Comparison
Open Charts AGOZX vs WCMNX
Alger Small Cap Focus Z
Price$16.73
Change-$0.04 (-0.24%)
VolumeN/A
Net Assets847.6M
WCM Small Cap Growth Investor
Price$10.67
Change+$0.10 (+0.95%)
VolumeN/A
Net Assets39.09M
AGOZX vs WCMNX Comparison Chart
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AGOZX vs. WCMNX commentary
Apr 19, 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: 848M vs. WCMNX (39.1M). AGOZX (0.00) and WCMNX (0.00) have matching dividends . AGOZX was incepted earlier than WCMNX: AGOZX (14 years) vs WCMNX (5 years). WCMNX (2.11) is less costly to investors than AGOZX (0.88). AGOZX is a more actively managed with annual turnover of: 60.23 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 : -7.60 vs. WCMNX (-11.67). WCMNX return over 5 years is better than : 22.93 vs. AGOZX (-18.87).
| AGOZX | WCMNX | AGOZX / WCMNX | |
| Total Expense Ratio | 0.88 | 1.24 | 71% |
| Annual Report Gross Expense Ratio | 0.88 | 2.11 | 42% |
| Fund Existence | 14 years | 5 years | - |
| Gain YTD | -19.761 | -15.918 | 124% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 500000 | 1000 | 50,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 848M | 39.1M | 2,169% |
| Annual Yield % from dividends | 0.00 | 0.00 | - |
| Returns for 1 year | -7.60 | -11.67 | 65% |
| Returns for 3 years | -17.67 | -7.86 | 225% |
| Returns for 5 years | -18.87 | 22.93 | -82% |
| Returns for 10 years | 43.32 | N/A | - |
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