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AOFCX vs WCMLX
AOFCX vs WCMLX Comparison
Open Charts AOFCX vs WCMLX
Alger Small Cap Focus C
Price$15.87
Change-$0.01 (-0.06%)
VolumeN/A
Net Assets906.95M
WCM Small Cap Growth Institutional
Price$12.45
Change+$0.05 (+0.40%)
VolumeN/A
Net Assets42.18M
AOFCX vs WCMLX Comparison Chart in %
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AOFCX vs. WCMLX commentary
Jul 01, 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: 907M vs. WCMLX (42.2M). 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) is less costly to investors than WCMLX (1.79). 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). AOFCX annual gain was more profitable for investors over the last year : 6.87 vs. WCMLX (0.24). WCMLX return over 5 years is better than : 24.38 vs. AOFCX (-26.70).
| AOFCX | WCMLX | AOFCX / WCMLX | |
| Total Expense Ratio | 1.94 | 0.99 | 196% |
| Annual Report Gross Expense Ratio | 1.94 | 1.79 | 108% |
| Fund Existence | 17 years | 6 years | - |
| Gain YTD | -5.760 | -3.188 | 181% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 100000 | 1% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 907M | 42.2M | 2,149% |
| Annual Yield % from dividends | 0.00 | 0.00 | - |
| Returns for 1 year | 6.87 | 0.24 | 2,844% |
| Returns for 3 years | 13.85 | 22.90 | 60% |
| Returns for 5 years | -26.70 | 24.38 | -110% |
| Returns for 10 years | 49.68 | N/A | - |
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