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AISZX vs WCMNX
AISZX vs WCMNX Comparison
Open Charts AISZX vs WCMNX
Alger SmallCap Growth Institutional Z-2
Price$16.69
Change-$0.63 (-3.64%)
VolumeN/A
Net Assets81.43M
WCM Small Cap Growth Investor
Price$12.50
Change-$0.40 (-3.10%)
VolumeN/A
Net Assets40.21M
AISZX vs WCMNX Comparison Chart
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AISZX vs. WCMNX commentary
Feb 23, 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 WCMNX is a StrongBuy.
FUNDAMENTALS
Fundamentals
AISZX has more cash in the bank: 81.4M vs. WCMNX (40.2M). AISZX (0.00) and WCMNX (0.00) have matching dividends . AISZX was incepted earlier than WCMNX: AISZX (9 years) vs WCMNX (5 years). WCMNX is a more actively managed with annual turnover of: 48.00 vs. AISZX (29.53). WCMNX has a lower initial minimum investment than AISZX: WCMNX (1000) vs AISZX (500000). WCMNX annual gain was more profitable for investors over the last year : -1.65 vs. AISZX (-2.17). WCMNX return over 5 years is better than : 13.84 vs. AISZX (-20.26).
| AISZX | WCMNX | AISZX / WCMNX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 9 years | 5 years | - |
| Gain YTD | -6.078 | -1.497 | 406% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 500000 | 1000 | 50,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 81.4M | 40.2M | 202% |
| Annual Yield % from dividends | 0.00 | 0.00 | - |
| Returns for 1 year | -2.17 | -1.65 | 131% |
| Returns for 3 years | -12.39 | 6.38 | -194% |
| Returns for 5 years | -20.26 | 13.84 | -146% |
| Returns for 10 years | N/A | N/A | - |
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