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AOFAX vs WCMNX
AOFAX vs WCMNX Comparison
Open Charts AOFAX vs WCMNX
Alger Small Cap Focus A
Price$19.28
Change-$0.43 (-2.18%)
VolumeN/A
CapitalizationN/A
WCM Small Cap Growth Investor
Price$13.16
Change-$0.35 (-2.59%)
VolumeN/A
CapitalizationN/A
AOFAX vs WCMNX Comparison Chart
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AOFAX vs. WCMNX commentary
Nov 18, 2024
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: 1.27B vs. WCMNX (40.7M). 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 : 27.60 vs. WCMNX (20.73). WCMNX return over 5 years is better than : 28.64 vs. AOFAX (-6.00).
| 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 | 12.028 | 7.869 | 153% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 1000 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.27B | 40.7M | 3,123% |
| Annual Yield % from dividends | 0.00 | 0.00 | - |
| Returns for 1 year | 27.60 | 20.73 | 133% |
| Returns for 3 years | -38.21 | -18.16 | 210% |
| Returns for 5 years | -6.00 | 28.64 | -21% |
| Returns for 10 years | 68.77 | N/A | - |
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