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AOFAX vs WCMNX
AOFAX vs WCMNX Comparison
Open Charts AOFAX vs WCMNX
Alger Small Cap Focus A
Price$21.02
Change+$0.46 (+2.24%)
VolumeN/A
Net Assets893.03M
WCM Small Cap Growth Investor
Price$13.74
Change+$0.20 (+1.48%)
VolumeN/A
Net Assets43.69M
AOFAX vs WCMNX Comparison Chart in %
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AOFAX vs. WCMNX commentary
Oct 09, 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 Hold.
FUNDAMENTALS
Fundamentals
AOFAX has more cash in the bank: 893M vs. WCMNX (43.7M). AOFAX (0.00) and WCMNX (0.00) have matching dividends . AOFAX was incepted earlier than WCMNX: AOFAX (18 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 : 13.59 vs. WCMNX (4.48). WCMNX return over 5 years is better than : 11.17 vs. AOFAX (-27.73).
| AOFAX | WCMNX | AOFAX / WCMNX | |
| Total Expense Ratio | 1.22 | 1.24 | 98% |
| Annual Report Gross Expense Ratio | 1.22 | 2.04 | 60% |
| Fund Existence | 18 years | 6 years | - |
| Gain YTD | 5.059 | 6.698 | 76% |
| Front Load | 5% | N/A | - |
| Min. Initial Investment | 1000 | 1000 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 893M | 43.7M | 2,043% |
| Annual Yield % from dividends | 0.00 | 0.00 | - |
| Returns for 1 year | 13.59 | 4.48 | 304% |
| Returns for 3 years | 28.26 | 34.06 | 83% |
| Returns for 5 years | -27.73 | 11.17 | -248% |
| Returns for 10 years | 90.90 | N/A | - |
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