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AOFAX vs WCMLX
AOFAX vs WCMLX Comparison
Open Charts AOFAX vs WCMLX
Alger Small Cap Focus A
Price$18.21
Change+$0.36 (+2.02%)
VolumeN/A
Net Assets907.44M
WCM Small Cap Growth Institutional
Price$12.31
Change+$0.13 (+1.07%)
VolumeN/A
Net Assets42.98M
AOFAX vs WCMLX Comparison Chart
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AOFAX vs. WCMLX commentary
Jun 07, 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 StrongBuy.
FUNDAMENTALS
Fundamentals
AOFAX has more cash in the bank: 907M vs. WCMLX (43M). 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 : 1.31 vs. WCMLX (-1.22). WCMLX return over 5 years is better than : 13.83 vs. AOFAX (-24.11).
| 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 | -8.789 | -5.288 | 166% |
| Front Load | 5% | N/A | - |
| Min. Initial Investment | 1000 | 100000 | 1% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 907M | 43M | 2,109% |
| Annual Yield % from dividends | 0.00 | 0.00 | - |
| Returns for 1 year | 1.31 | -1.22 | -107% |
| Returns for 3 years | 1.48 | 10.63 | 14% |
| Returns for 5 years | -24.11 | 13.83 | -174% |
| Returns for 10 years | 58.03 | N/A | - |
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