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AOFIX vs WCMLX
AOFIX vs WCMLX Comparison
Open Charts AOFIX vs WCMLX
Alger Small Cap Focus I
Price$18.26
Change-$0.32 (-1.72%)
VolumeN/A
Net Assets874.74M
WCM Small Cap Growth Institutional
Price$11.97
Change-$0.22 (-1.80%)
VolumeN/A
Net Assets40.71M
AOFIX vs WCMLX Comparison Chart
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AOFIX vs. WCMLX commentary
Jun 15, 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: 875M vs. WCMLX (40.7M). 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 : 1.56 vs. WCMLX (-3.31). WCMLX return over 5 years is better than : 20.79 vs. AOFIX (-21.46).
| 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 | -9.827 | -6.921 | 142% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 100000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 875M | 40.7M | 2,150% |
| Annual Yield % from dividends | 0.00 | 0.00 | - |
| Returns for 1 year | 1.56 | -3.31 | -47% |
| Returns for 3 years | 14.77 | 24.69 | 60% |
| Returns for 5 years | -21.46 | 20.79 | -103% |
| Returns for 10 years | 56.14 | N/A | - |
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