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AOFCX vs WCMLX
AOFCX vs WCMLX Comparison
Open Charts AOFCX vs WCMLX
Alger Small Cap Focus C
Price$13.45
Change+$0.31 (+2.36%)
VolumeN/A
Net Assets854.07M
WCM Small Cap Growth Institutional
Price$10.78
Change+$0.16 (+1.51%)
VolumeN/A
Net Assets39.07M
AOFCX vs WCMLX Comparison Chart
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AOFCX vs. WCMLX commentary
Apr 14, 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 AOFCX is a Hold and WCMLX is a StrongBuy.
FUNDAMENTALS
Fundamentals
AOFCX has more cash in the bank: 854M vs. WCMLX (39.1M). AOFCX (0.00) and WCMLX (0.00) have matching dividends . AOFCX was incepted earlier than WCMLX: AOFCX (17 years) vs WCMLX (5 years). AOFCX (1.94) and WCMLX (1.86) have similar cost to investors . AOFCX is a more actively managed with annual turnover of: 60.23 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 : -14.71 vs. WCMLX (-15.78). WCMLX return over 5 years is better than : 26.38 vs. AOFCX (-20.56).
| AOFCX | WCMLX | AOFCX / WCMLX | |
| Total Expense Ratio | 1.94 | 0.99 | 196% |
| Annual Report Gross Expense Ratio | 1.94 | 1.86 | 104% |
| Fund Existence | 17 years | 5 years | - |
| Gain YTD | -20.131 | -16.174 | 124% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 100000 | 1% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 854M | 39.1M | 2,184% |
| Annual Yield % from dividends | 0.00 | 0.00 | - |
| Returns for 1 year | -14.71 | -15.78 | 93% |
| Returns for 3 years | -22.12 | -8.10 | 273% |
| Returns for 5 years | -20.56 | 26.38 | -78% |
| Returns for 10 years | 25.21 | N/A | - |
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