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AGOZX vs WCMNX
AGOZX vs WCMNX Comparison
Open Charts AGOZX vs WCMNX
Alger Small Cap Focus Z
Price$19.53
Change+$0.05 (+0.26%)
VolumeN/A
Net Assets864.84M
WCM Small Cap Growth Investor
Price$12.74
Change+$0.23 (+1.84%)
VolumeN/A
Net Assets42.81M
AGOZX vs WCMNX Comparison Chart in %
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AGOZX vs. WCMNX commentary
Jul 18, 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: 865M vs. WCMNX (42.8M). AGOZX (0.00) and WCMNX (0.00) have matching dividends . AGOZX was incepted earlier than WCMNX: AGOZX (15 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 : 1.78 vs. WCMNX (-3.70). WCMNX return over 5 years is better than : 17.80 vs. AGOZX (-27.72).
| AGOZX | WCMNX | AGOZX / WCMNX | |
| Total Expense Ratio | 0.89 | 1.24 | 72% |
| Annual Report Gross Expense Ratio | 0.89 | 2.04 | 44% |
| Fund Existence | 15 years | 6 years | - |
| Gain YTD | -6.794 | -1.418 | 479% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 500000 | 1000 | 50,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 865M | 42.8M | 2,021% |
| Annual Yield % from dividends | 0.00 | 0.00 | - |
| Returns for 1 year | 1.78 | -3.70 | -48% |
| Returns for 3 years | 16.23 | 22.89 | 71% |
| Returns for 5 years | -27.72 | 17.80 | -156% |
| Returns for 10 years | 61.43 | N/A | - |
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