AOFCX
Price
$16.82
Change
-$0.81 (-4.59%)
Updated
Dec 18 closing price
WCMLX
Price
$12.88
Change
-$0.51 (-3.81%)
Updated
Dec 18 closing price
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AOFCX vs WCMLX

Header iconAOFCX vs WCMLX Comparison
Open Charts AOFCX vs WCMLXBanner chart's image
Alger Small Cap Focus C
Price$16.82
Change-$0.81 (-4.59%)
VolumeN/A
CapitalizationN/A
WCM Small Cap Growth Institutional
Price$12.88
Change-$0.51 (-3.81%)
VolumeN/A
CapitalizationN/A
AOFCX vs WCMLX Comparison Chart
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AOFCX vs. WCMLX commentary
Dec 19, 2024

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 AOFCX is a Hold and WCMLX is a StrongBuy.

FUNDAMENTALS
Fundamentals
AOFCX has more cash in the bank: 1.3B vs. WCMLX (41.8M). AOFCX (0.00) and WCMLX (0.00) have matching dividends . AOFCX was incepted earlier than WCMLX: AOFCX (17 years) vs WCMLX (5 years). AOFCX is a more actively managed with annual turnover of: 68.04 vs. WCMLX (48.00). AOFCX has a lower initial minimum investment than WCMLX: AOFCX (1000) vs WCMLX (100000). AOFCX annual gain was more profitable for investors over the last year : 22.42 vs. WCMLX (11.03). WCMLX return over 5 years is better than : 28.75 vs. AOFCX (-4.20).
AOFCXWCMLXAOFCX / WCMLX
Total Expense RatioN/AN/A-
Annual Report Gross Expense RatioN/AN/A-
Fund Existence17 years5 years-
Gain YTD19.3038.597225%
Front LoadN/AN/A-
Min. Initial Investment10001000001%
Min. Initial Investment IRAN/AN/A-
Net Assets1.3B41.8M3,115%
Annual Yield % from dividends0.000.00-
Returns for 1 year22.4211.03203%
Returns for 3 years-18.120.30-6,049%
Returns for 5 years-4.2028.75-15%
Returns for 10 years79.87N/A-
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