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AOFAX vs WCMLX
AOFAX vs WCMLX Comparison
Open Charts AOFAX vs WCMLX
Alger Small Cap Focus A
Price$18.52
Change+$0.27 (+1.48%)
VolumeN/A
Net Assets897.58M
WCM Small Cap Growth Institutional
Price$12.40
Change+$0.16 (+1.31%)
VolumeN/A
Net Assets41.48M
AOFAX vs WCMLX Comparison Chart in %
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AOFAX vs. WCMLX commentary
Jun 28, 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: 898M vs. WCMLX (41.5M). AOFAX (0.00) and WCMLX (0.00) have matching dividends . AOFAX was incepted earlier than WCMLX: AOFAX (17 years) vs WCMLX (6 years). WCMLX (1.79) is less costly to investors than AOFAX (1.22). WCMLX is a more actively managed with annual turnover of: 83.00 vs. AOFAX (60.23). 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 : 7.29 vs. WCMLX (-0.65). WCMLX return over 5 years is better than : 22.28 vs. AOFAX (-24.59).
| AOFAX | WCMLX | AOFAX / WCMLX | |
| Total Expense Ratio | 1.22 | 0.99 | 123% |
| Annual Report Gross Expense Ratio | 1.22 | 1.79 | 68% |
| Fund Existence | 17 years | 6 years | - |
| Gain YTD | -6.745 | -4.821 | 140% |
| Front Load | 5% | N/A | - |
| Min. Initial Investment | 1000 | 100000 | 1% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 898M | 41.5M | 2,164% |
| Annual Yield % from dividends | 0.00 | 0.00 | - |
| Returns for 1 year | 7.29 | -0.65 | -1,123% |
| Returns for 3 years | 11.76 | 17.69 | 66% |
| Returns for 5 years | -24.59 | 22.28 | -110% |
| Returns for 10 years | 61.29 | N/A | - |
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