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AOFAX vs WCMNX
AOFAX vs WCMNX Comparison
Open Charts AOFAX vs WCMNX
Alger Small Cap Focus A
Price$19.69
Change-$0.07 (-0.35%)
VolumeN/A
Net Assets1.22B
WCM Small Cap Growth Investor
Price$13.28
Change+$0.08 (+0.61%)
VolumeN/A
Net Assets41.83M
AOFAX vs WCMNX Comparison Chart
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AOFAX vs. WCMNX commentary
Jan 19, 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 WCMNX is a StrongBuy.
FUNDAMENTALS
Fundamentals
AOFAX has more cash in the bank: 1.22B vs. WCMNX (41.8M). AOFAX (0.00) and WCMNX (0.00) have matching dividends . AOFAX was incepted earlier than WCMNX: AOFAX (17 years) vs WCMNX (5 years). AOFAX is a more actively managed with annual turnover of: 68.04 vs. WCMNX (48.00). AOFAX (1000) and WCMNX (1000) have matching initial minimum investment requirements. AOFAX annual gain was more profitable for investors over the last year : 16.79 vs. WCMNX (11.60). WCMNX return over 5 years is better than : 21.39 vs. AOFAX (-9.39).
| AOFAX | WCMNX | AOFAX / WCMNX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 17 years | 5 years | - |
| Gain YTD | 0.613 | 4.649 | 13% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 1000 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.22B | 41.8M | 2,926% |
| Annual Yield % from dividends | 0.00 | 0.00 | - |
| Returns for 1 year | 16.79 | 11.60 | 145% |
| Returns for 3 years | -7.25 | 6.92 | -105% |
| Returns for 5 years | -9.39 | 21.39 | -44% |
| Returns for 10 years | 89.26 | N/A | - |