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AOFIX vs WCMLX
AOFIX vs WCMLX Comparison
Open Charts AOFIX vs WCMLX
Alger Small Cap Focus I
Price$19.05
Change+$0.04 (+0.21%)
VolumeN/A
Net Assets866.75M
WCM Small Cap Growth Institutional
Price$13.10
Change+$0.15 (+1.16%)
VolumeN/A
Net Assets44.18M
AOFIX vs WCMLX Comparison Chart in %
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AOFIX vs. WCMLX commentary
Jul 27, 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 AOFIX is a Hold and WCMLX is a StrongBuy.
FUNDAMENTALS
Fundamentals
AOFIX has more cash in the bank: 867M vs. WCMLX (44.2M). AOFIX (0.00) and WCMLX (0.00) have matching dividends . AOFIX was incepted earlier than WCMLX: AOFIX (17 years) vs WCMLX (6 years). WCMLX (1.79) is less costly to investors than AOFIX (1.15). WCMLX is a more actively managed with annual turnover of: 83.00 vs. AOFIX (60.23). AOFIX has a lower initial minimum investment than WCMLX: AOFIX (0) vs WCMLX (100000). AOFIX annual gain was more profitable for investors over the last year : 4.73 vs. WCMLX (1.39). WCMLX return over 5 years is better than : 24.41 vs. AOFIX (-27.12).
| AOFIX | WCMLX | AOFIX / WCMLX | |
| Total Expense Ratio | 1.15 | 0.99 | 116% |
| Annual Report Gross Expense Ratio | 1.15 | 1.79 | 64% |
| Fund Existence | 17 years | 6 years | - |
| Gain YTD | -5.926 | 1.866 | -318% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 100000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 867M | 44.2M | 1,962% |
| Annual Yield % from dividends | 0.00 | 0.00 | - |
| Returns for 1 year | 4.73 | 1.39 | 339% |
| Returns for 3 years | 12.26 | 23.35 | 52% |
| Returns for 5 years | -27.12 | 24.41 | -111% |
| Returns for 10 years | 61.39 | N/A | - |
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