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AGOZX vs WCMNX
AGOZX vs WCMNX Comparison
Open Charts AGOZX vs WCMNX
Alger Small Cap Focus Z
Price$19.82
Change-$0.04 (-0.20%)
VolumeN/A
Net Assets887.31M
WCM Small Cap Growth Investor
Price$12.70
Change-$0.00 (-0.00%)
VolumeN/A
Net Assets43.46M
AGOZX vs WCMNX Comparison Chart in %
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AGOZX vs. WCMNX commentary
Jul 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: 887M vs. WCMNX (43.5M). 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 : 9.30 vs. WCMNX (3.76). WCMNX return over 5 years is better than : 22.59 vs. AGOZX (-26.20).
| 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 | -4.976 | 0.079 | -6,314% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 500000 | 1000 | 50,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 887M | 43.5M | 2,039% |
| Annual Yield % from dividends | 0.00 | 0.00 | - |
| Returns for 1 year | 9.30 | 3.76 | 247% |
| Returns for 3 years | 15.53 | 23.06 | 67% |
| Returns for 5 years | -26.20 | 22.59 | -116% |
| Returns for 10 years | 66.91 | N/A | - |
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