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AOFAX vs WCMLX
AOFAX vs WCMLX Comparison
Open Charts AOFAX vs WCMLX
Alger Small Cap Focus A
Price$21.02
Change+$0.46 (+2.24%)
VolumeN/A
Net Assets893.03M
WCM Small Cap Growth Institutional
Price$13.95
Change+$0.21 (+1.53%)
VolumeN/A
Net Assets43.69M
AOFAX vs WCMLX Comparison Chart in %
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AOFAX vs. WCMLX commentary
Oct 09, 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 Buy and WCMLX is a Hold.
FUNDAMENTALS
Fundamentals
AOFAX has more cash in the bank: 893M vs. WCMLX (43.7M). AOFAX (0.00) and WCMLX (0.00) have matching dividends . AOFAX was incepted earlier than WCMLX: AOFAX (18 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 : 13.59 vs. WCMLX (4.73). WCMLX return over 5 years is better than : 12.53 vs. AOFAX (-27.73).
| AOFAX | WCMLX | AOFAX / WCMLX | |
| Total Expense Ratio | 1.22 | 0.99 | 123% |
| Annual Report Gross Expense Ratio | 1.22 | 1.79 | 68% |
| Fund Existence | 18 years | 6 years | - |
| Gain YTD | 5.059 | 6.843 | 74% |
| Front Load | 5% | N/A | - |
| Min. Initial Investment | 1000 | 100000 | 1% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 893M | 43.7M | 2,043% |
| Annual Yield % from dividends | 0.00 | 0.00 | - |
| Returns for 1 year | 13.59 | 4.73 | 288% |
| Returns for 3 years | 28.26 | 34.97 | 81% |
| Returns for 5 years | -27.73 | 12.53 | -221% |
| Returns for 10 years | 90.90 | N/A | - |
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