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ALMAX vs WCMLX
ALMAX vs WCMLX Comparison
Open Charts ALMAX vs WCMLX
Alger Weatherbie Specialized Growth A
Price$11.48
Change+$1.02 (+9.75%)
VolumeN/A
Net Assets316.7M
WCM Small Cap Growth Institutional
Price$11.08
Change+$1.06 (+10.58%)
VolumeN/A
Net Assets36.21M
ALMAX vs WCMLX Comparison Chart
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ALMAX vs. WCMLX commentary
Apr 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 ALMAX is a Buy and WCMLX is a StrongBuy.
FUNDAMENTALS
Fundamentals
ALMAX has more cash in the bank: 317M vs. WCMLX (36.2M). ALMAX (0.00) and WCMLX (0.00) have matching dividends . ALMAX was incepted earlier than WCMLX: ALMAX (23 years) vs WCMLX (5 years). WCMLX (1.86) is less costly to investors than ALMAX (1.26). WCMLX (48.00) and ALMAX (46.68) have comparable annual turnover. 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 : -17.05 vs. WCMLX (-23.04). WCMLX return over 5 years is better than : 17.47 vs. ALMAX (-14.05).
| 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 | 5 years | - |
| Gain YTD | -24.585 | -22.084 | 111% |
| Front Load | 5% | N/A | - |
| Min. Initial Investment | 1000 | 100000 | 1% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 317M | 36.2M | 876% |
| Annual Yield % from dividends | 0.00 | 0.00 | - |
| Returns for 1 year | -17.05 | -23.04 | 74% |
| Returns for 3 years | -26.80 | -15.01 | 179% |
| Returns for 5 years | -14.05 | 17.47 | -80% |
| Returns for 10 years | -42.75 | N/A | - |
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