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AOFAX vs WCMNX
AOFAX vs WCMNX Comparison
Open Charts AOFAX vs WCMNX
Alger Small Cap Focus A
Price$18.21
Change+$0.36 (+2.02%)
VolumeN/A
Net Assets907.44M
WCM Small Cap Growth Investor
Price$12.14
Change+$0.13 (+1.08%)
VolumeN/A
Net Assets42.98M
AOFAX vs WCMNX Comparison Chart
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AOFAX vs. WCMNX 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 WCMNX is a StrongBuy.
FUNDAMENTALS
Fundamentals
AOFAX has more cash in the bank: 907M vs. WCMNX (43M). AOFAX (0.00) and WCMNX (0.00) have matching dividends . AOFAX was incepted earlier than WCMNX: AOFAX (17 years) vs WCMNX (6 years). WCMNX (2.04) is less costly to investors than AOFAX (1.22). WCMNX is a more actively managed with annual turnover of: 83.00 vs. AOFAX (60.23). AOFAX (1000) and WCMNX (1000) have matching initial minimum investment requirements. AOFAX annual gain was more profitable for investors over the last year : 1.31 vs. WCMNX (-1.48). WCMNX return over 5 years is better than : 12.35 vs. AOFAX (-24.11).
| AOFAX | WCMNX | AOFAX / WCMNX | |
| Total Expense Ratio | 1.22 | 1.24 | 98% |
| Annual Report Gross Expense Ratio | 1.22 | 2.04 | 60% |
| Fund Existence | 17 years | 6 years | - |
| Gain YTD | -8.789 | -5.359 | 164% |
| Front Load | 5% | N/A | - |
| Min. Initial Investment | 1000 | 1000 | 100% |
| 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 | -1.48 | -88% |
| Returns for 3 years | 1.48 | 9.78 | 15% |
| Returns for 5 years | -24.11 | 12.35 | -195% |
| Returns for 10 years | 58.03 | N/A | - |
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