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AOFAX vs WCMNX
AOFAX vs WCMNX Comparison
Open Charts AOFAX vs WCMNX
Alger Small Cap Focus A
Price$15.30
Change-$0.67 (-4.20%)
VolumeN/A
Net Assets873.64M
WCM Small Cap Growth Investor
Price$10.48
Change-$0.45 (-4.12%)
VolumeN/A
Net Assets39.93M
AOFAX vs WCMNX Comparison Chart
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AOFAX vs. WCMNX commentary
Apr 12, 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: 874M vs. WCMNX (39.9M). AOFAX (0.00) and WCMNX (0.00) have matching dividends . AOFAX was incepted earlier than WCMNX: AOFAX (17 years) vs WCMNX (5 years). WCMNX (2.11) is less costly to investors than AOFAX (1.22). AOFAX is a more actively managed with annual turnover of: 60.23 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 : -12.16 vs. WCMNX (-13.46). WCMNX return over 5 years is better than : 28.29 vs. AOFAX (-15.50).
| AOFAX | WCMNX | AOFAX / WCMNX | |
| Total Expense Ratio | 1.22 | 1.24 | 98% |
| Annual Report Gross Expense Ratio | 1.22 | 2.11 | 58% |
| Fund Existence | 17 years | 5 years | - |
| Gain YTD | -18.396 | -13.869 | 133% |
| Front Load | 5% | N/A | - |
| Min. Initial Investment | 1000 | 1000 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 874M | 39.9M | 2,190% |
| Annual Yield % from dividends | 0.00 | 0.00 | - |
| Returns for 1 year | -12.16 | -13.46 | 90% |
| Returns for 3 years | -19.02 | -6.18 | 308% |
| Returns for 5 years | -15.50 | 28.29 | -55% |
| Returns for 10 years | 38.35 | N/A | - |
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