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ALMAX vs WCMLX
ALMAX vs WCMLX Comparison
Open Charts ALMAX vs WCMLX
Alger Weatherbie Specialized Growth A
Price$12.29
Change-$0.15 (-1.21%)
VolumeN/A
Net Assets363.36M
WCM Small Cap Growth Institutional
Price$11.74
Change-$0.06 (-0.51%)
VolumeN/A
Net Assets42.61M
ALMAX vs WCMLX Comparison Chart
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ALMAX vs. WCMLX commentary
May 10, 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 ALMAX is a Buy and WCMLX is a StrongBuy.
FUNDAMENTALS
Fundamentals
ALMAX has more cash in the bank: 363M vs. WCMLX (42.6M). ALMAX (0.00) and WCMLX (0.00) have matching dividends . ALMAX was incepted earlier than WCMLX: ALMAX (23 years) vs WCMLX (6 years). WCMLX (1.86) is less costly to investors than ALMAX (1.26). WCMLX is a more actively managed with annual turnover of: 83.00 vs. ALMAX (46.68). ALMAX has a lower initial minimum investment than WCMLX: ALMAX (1000) vs WCMLX (100000). ALMAX annual gain was more profitable for investors over the last year : 1.30 vs. WCMLX (-6.50). WCMLX return over 5 years is better than : 22.66 vs. ALMAX (-15.78).
| ALMAX | WCMLX | ALMAX / WCMLX | |
| Total Expense Ratio | 1.26 | 0.99 | 127% |
| Annual Report Gross Expense Ratio | 1.26 | 1.86 | 68% |
| Fund Existence | 23 years | 6 years | - |
| Gain YTD | -10.310 | -8.243 | 125% |
| Front Load | 5% | N/A | - |
| Min. Initial Investment | 1000 | 100000 | 1% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 363M | 42.6M | 852% |
| Annual Yield % from dividends | 0.00 | 0.00 | - |
| Returns for 1 year | 1.30 | -6.50 | -20% |
| Returns for 3 years | 11.47 | 15.57 | 74% |
| Returns for 5 years | -15.78 | 22.66 | -70% |
| Returns for 10 years | -30.73 | N/A | - |
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