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AOFAX vs WCMNX
AOFAX vs WCMNX Comparison
Open Charts AOFAX vs WCMNX
Alger Small Cap Focus A
Price$18.73
Change-$0.90 (-4.58%)
VolumeN/A
Net Assets1.13B
WCM Small Cap Growth Investor
Price$12.50
Change-$0.40 (-3.10%)
VolumeN/A
Net Assets40.21M
AOFAX vs WCMNX Comparison Chart
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AOFAX vs. WCMNX commentary
Feb 23, 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: 1.13B vs. WCMNX (40.2M). 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 : 4.75 vs. WCMNX (-1.65). WCMNX return over 5 years is better than : 13.84 vs. AOFAX (-16.98).
| 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 | -4.292 | -1.497 | 287% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 1000 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.13B | 40.2M | 2,799% |
| Annual Yield % from dividends | 0.00 | 0.00 | - |
| Returns for 1 year | 4.75 | -1.65 | -288% |
| Returns for 3 years | -6.16 | 6.38 | -97% |
| Returns for 5 years | -16.98 | 13.84 | -123% |
| Returns for 10 years | 66.99 | N/A | - |
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