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AOFAX vs WCMNX
AOFAX vs WCMNX Comparison
Open Charts AOFAX vs WCMNX
Alger Small Cap Focus A
Price$19.59
Change-$0.22 (-1.11%)
VolumeN/A
Net Assets875.82M
WCM Small Cap Growth Investor
Price$13.33
Change-$0.16 (-1.19%)
VolumeN/A
Net Assets44.77M
AOFAX vs WCMNX Comparison Chart in %
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AOFAX vs. WCMNX commentary
Sep 02, 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: 876M vs. WCMNX (44.8M). 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 : 10.18 vs. WCMNX (3.09). WCMNX return over 5 years is better than : 14.91 vs. AOFAX (-26.71).
| 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 | 0.102 | 5.043 | 2% |
| Front Load | 5% | N/A | - |
| Min. Initial Investment | 1000 | 1000 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 876M | 44.8M | 1,955% |
| Annual Yield % from dividends | 0.00 | 0.00 | - |
| Returns for 1 year | 10.18 | 3.09 | 329% |
| Returns for 3 years | 14.29 | 22.63 | 63% |
| Returns for 5 years | -26.71 | 14.91 | -179% |
| Returns for 10 years | 86.52 | N/A | - |
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