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AOFCX vs WCMLX
AOFCX vs WCMLX Comparison
Open Charts AOFCX vs WCMLX
Alger Small Cap Focus C
Price$14.25
Change+$0.35 (+2.52%)
VolumeN/A
Net Assets854.86M
WCM Small Cap Growth Institutional
Price$11.80
Change+$0.13 (+1.11%)
VolumeN/A
Net Assets42.14M
AOFCX vs WCMLX Comparison Chart
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AOFCX vs. WCMLX commentary
May 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 AOFCX is a Buy and WCMLX is a StrongBuy.
FUNDAMENTALS
Fundamentals
AOFCX has more cash in the bank: 855M vs. WCMLX (42.1M). AOFCX (0.00) and WCMLX (0.00) have matching dividends . AOFCX was incepted earlier than WCMLX: AOFCX (17 years) vs WCMLX (6 years). AOFCX (1.94) and WCMLX (1.86) have similar cost to investors . WCMLX is a more actively managed with annual turnover of: 83.00 vs. AOFCX (60.23). AOFCX has a lower initial minimum investment than WCMLX: AOFCX (1000) vs WCMLX (100000). WCMLX annual gain was more profitable for investors over the last year : -6.86 vs. AOFCX (-8.13). WCMLX return over 5 years is better than : 21.31 vs. AOFCX (-31.76).
| 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 | 6 years | - |
| Gain YTD | -17.458 | -9.253 | 189% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 100000 | 1% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 855M | 42.1M | 2,031% |
| Annual Yield % from dividends | 0.00 | 0.00 | - |
| Returns for 1 year | -8.13 | -6.86 | 118% |
| Returns for 3 years | 3.04 | 15.89 | 19% |
| Returns for 5 years | -31.76 | 21.31 | -149% |
| Returns for 10 years | 34.64 | N/A | - |
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