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AOFAX vs WCMNX
AOFAX vs WCMNX Comparison
Open Charts AOFAX vs WCMNX
Alger Small Cap Focus A
Price$18.52
Change+$0.27 (+1.48%)
VolumeN/A
Net Assets897.58M
WCM Small Cap Growth Investor
Price$12.23
Change+$0.16 (+1.33%)
VolumeN/A
Net Assets41.48M
AOFAX vs WCMNX Comparison Chart in %
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AOFAX vs. WCMNX commentary
Jun 28, 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: 898M vs. WCMNX (41.5M). 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 : 7.29 vs. WCMNX (-0.90). WCMNX return over 5 years is better than : 20.82 vs. AOFAX (-24.59).
| 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 | -6.745 | -4.886 | 138% |
| Front Load | 5% | N/A | - |
| Min. Initial Investment | 1000 | 1000 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 898M | 41.5M | 2,164% |
| Annual Yield % from dividends | 0.00 | 0.00 | - |
| Returns for 1 year | 7.29 | -0.90 | -807% |
| Returns for 3 years | 11.76 | 16.84 | 70% |
| Returns for 5 years | -24.59 | 20.82 | -118% |
| Returns for 10 years | 61.29 | N/A | - |
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