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AOFCX vs WCMNX
AOFCX vs WCMNX Comparison
Open Charts AOFCX vs WCMNX
Alger Small Cap Focus C
Price$14.25
Change+$0.35 (+2.52%)
VolumeN/A
Net Assets854.86M
WCM Small Cap Growth Investor
Price$11.64
Change+$0.13 (+1.13%)
VolumeN/A
Net Assets42.14M
AOFCX vs WCMNX Comparison Chart
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AOFCX vs. WCMNX 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 WCMNX is a StrongBuy.
FUNDAMENTALS
Fundamentals
AOFCX has more cash in the bank: 855M vs. WCMNX (42.1M). AOFCX (0.00) and WCMNX (0.00) have matching dividends . AOFCX was incepted earlier than WCMNX: AOFCX (17 years) vs WCMNX (6 years). WCMNX (2.11) is less costly to investors than AOFCX (1.94). WCMNX is a more actively managed with annual turnover of: 83.00 vs. AOFCX (60.23). AOFCX (1000) and WCMNX (1000) have matching initial minimum investment requirements. WCMNX annual gain was more profitable for investors over the last year : -7.10 vs. AOFCX (-8.13). WCMNX return over 5 years is better than : 19.77 vs. AOFCX (-31.76).
| AOFCX | WCMNX | AOFCX / WCMNX | |
| Total Expense Ratio | 1.94 | 1.24 | 156% |
| Annual Report Gross Expense Ratio | 1.94 | 2.11 | 92% |
| Fund Existence | 17 years | 6 years | - |
| Gain YTD | -17.458 | -9.299 | 188% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 1000 | 100% |
| 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 | -7.10 | 114% |
| Returns for 3 years | 3.04 | 14.99 | 20% |
| Returns for 5 years | -31.76 | 19.77 | -161% |
| Returns for 10 years | 34.64 | N/A | - |
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