Ad is loading...
AOFAX vs WCMLX
AOFAX vs WCMLX Comparison
Open Charts AOFAX vs WCMLX
Alger Small Cap Focus A
Price$18.73
Change-$0.90 (-4.58%)
VolumeN/A
Net Assets1.13B
WCM Small Cap Growth Institutional
Price$12.67
Change-$0.41 (-3.13%)
VolumeN/A
Net Assets40.21M
AOFAX vs WCMLX Comparison Chart
Loading...
View a ticker or compare two or three
VS
VS
AOFAX vs. WCMLX commentary
Feb 23, 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: 1.13B vs. WCMLX (40.2M). AOFAX (0.00) and WCMLX (0.00) have matching dividends . AOFAX was incepted earlier than WCMLX: AOFAX (17 years) vs WCMLX (5 years). AOFAX is a more actively managed with annual turnover of: 68.04 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 : 4.75 vs. WCMLX (-1.40). WCMLX return over 5 years is better than : 15.29 vs. AOFAX (-16.98).
| AOFAX | WCMLX | AOFAX / WCMLX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 17 years | 5 years | - |
| Gain YTD | -4.292 | -1.477 | 291% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 100000 | 1% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.13B | 40.2M | 2,799% |
| Annual Yield % from dividends | 0.00 | 0.00 | - |
| Returns for 1 year | 4.75 | -1.40 | -339% |
| Returns for 3 years | -6.16 | 7.19 | -86% |
| Returns for 5 years | -16.98 | 15.29 | -111% |
| Returns for 10 years | 66.99 | N/A | - |
View a ticker or compare two or three
VS
VS
Ad is loading...
Interesting Tickers
1D
1W
1M
1Q
6M
1Y
5Y
| 1 Day | |||
|---|---|---|---|
| MFs / NAME | Price $ | Chg $ | Chg % |
| MICHX | 9.93 | 0.17 | +1.74% |
| Matthews China Small Companies Instl | |||
| BRXCX | 13.56 | -0.04 | -0.29% |
| MFS Blended Research Intl Eq C | |||
| IGFAX | 14.32 | -0.13 | -0.90% |
| VY® Morgan Stanley Global Franchise A | |||
| SGTRX | 68.16 | -2.16 | -3.07% |
| Columbia Seligman Global Tech R | |||
| FSELX | 34.05 | -1.24 | -3.51% |
| Fidelity Select Semiconductors | |||