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AOFIX vs WCMLX
AOFIX vs WCMLX Comparison
Open Charts AOFIX vs WCMLX
Alger Small Cap Focus I
Price$20.38
Change-$0.06 (-0.29%)
VolumeN/A
Net Assets1.22B
WCM Small Cap Growth Institutional
Price$13.46
Change+$0.08 (+0.60%)
VolumeN/A
Net Assets41.83M
AOFIX vs WCMLX Comparison Chart
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AOFIX vs. WCMLX commentary
Jan 19, 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: 1.22B vs. WCMLX (41.8M). AOFIX (0.00) and WCMLX (0.00) have matching dividends . AOFIX was incepted earlier than WCMLX: AOFIX (17 years) vs WCMLX (5 years). AOFIX is a more actively managed with annual turnover of: 68.04 vs. WCMLX (48.00). 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 : 16.92 vs. WCMLX (11.89). WCMLX return over 5 years is better than : 23.03 vs. AOFIX (-8.65).
| AOFIX | WCMLX | AOFIX / WCMLX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 17 years | 5 years | - |
| Gain YTD | 0.642 | 4.666 | 14% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 100000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.22B | 41.8M | 2,926% |
| Annual Yield % from dividends | 0.00 | 0.00 | - |
| Returns for 1 year | 16.92 | 11.89 | 142% |
| Returns for 3 years | -6.77 | 7.77 | -87% |
| Returns for 5 years | -8.65 | 23.03 | -38% |
| Returns for 10 years | 91.47 | N/A | - |
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