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AISZX vs WCMLX
AISZX vs WCMLX Comparison
Open Charts AISZX vs WCMLX
Alger SmallCap Growth Institutional Z-2
Price$17.87
Change+$0.05 (+0.28%)
VolumeN/A
Net Assets89.06M
WCM Small Cap Growth Institutional
Price$13.46
Change+$0.08 (+0.60%)
VolumeN/A
Net Assets41.83M
AISZX vs WCMLX Comparison Chart
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AISZX vs. WCMLX commentary
Jan 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 AISZX is a Hold and WCMLX is a StrongBuy.
FUNDAMENTALS
Fundamentals
AISZX has more cash in the bank: 89.1M vs. WCMLX (41.8M). AISZX (0.00) and WCMLX (0.00) have matching dividends . AISZX was incepted earlier than WCMLX: AISZX (8 years) vs WCMLX (5 years). WCMLX is a more actively managed with annual turnover of: 48.00 vs. AISZX (29.53). WCMLX has a lower initial minimum investment than AISZX: WCMLX (100000) vs AISZX (500000). AISZX (12.18) and WCMLX (11.89) have marching annual gain over last year. WCMLX return over 5 years is better than : 23.03 vs. AISZX (-10.78).
| AISZX | WCMLX | AISZX / WCMLX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 8 years | 5 years | - |
| Gain YTD | 0.563 | 4.666 | 12% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 500000 | 100000 | 500% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 89.1M | 41.8M | 213% |
| Annual Yield % from dividends | 0.00 | 0.00 | - |
| Returns for 1 year | 12.18 | 11.89 | 102% |
| Returns for 3 years | -10.56 | 7.77 | -136% |
| Returns for 5 years | -10.78 | 23.03 | -47% |
| Returns for 10 years | N/A | N/A | - |
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