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AOFAX vs WCMLX
AOFAX vs WCMLX Comparison
Open Charts AOFAX vs WCMLX
Alger Small Cap Focus A
Price$15.67
Change+$0.37 (+2.42%)
VolumeN/A
Net Assets854.07M
WCM Small Cap Growth Institutional
Price$10.78
Change+$0.16 (+1.51%)
VolumeN/A
Net Assets39.07M
AOFAX vs WCMLX Comparison Chart
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AOFAX vs. WCMLX commentary
Apr 14, 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 AOFAX is a Hold and WCMLX is a StrongBuy.
FUNDAMENTALS
Fundamentals
AOFAX has more cash in the bank: 854M vs. WCMLX (39.1M). AOFAX (0.00) and WCMLX (0.00) have matching dividends . AOFAX was incepted earlier than WCMLX: AOFAX (17 years) vs WCMLX (5 years). WCMLX (1.86) is less costly to investors than AOFAX (1.22). AOFAX is a more actively managed with annual turnover of: 60.23 vs. WCMLX (48.00). AOFAX has a lower initial minimum investment than WCMLX: AOFAX (1000) vs WCMLX (100000). AOFAX annual gain was more profitable for investors over the last year : -14.00 vs. WCMLX (-15.78). WCMLX return over 5 years is better than : 26.38 vs. AOFAX (-17.09).
| AOFAX | WCMLX | AOFAX / WCMLX | |
| Total Expense Ratio | 1.22 | 0.99 | 123% |
| Annual Report Gross Expense Ratio | 1.22 | 1.86 | 66% |
| Fund Existence | 17 years | 5 years | - |
| Gain YTD | -19.928 | -16.174 | 123% |
| Front Load | 5% | N/A | - |
| Min. Initial Investment | 1000 | 100000 | 1% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 854M | 39.1M | 2,184% |
| Annual Yield % from dividends | 0.00 | 0.00 | - |
| Returns for 1 year | -14.00 | -15.78 | 89% |
| Returns for 3 years | -20.58 | -8.10 | 254% |
| Returns for 5 years | -17.09 | 26.38 | -65% |
| Returns for 10 years | 35.99 | N/A | - |
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