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AOFIX vs WCMLX
AOFIX vs WCMLX Comparison
Open Charts AOFIX vs WCMLX
Alger Small Cap Focus I
Price$15.84
Change-$0.68 (-4.12%)
VolumeN/A
Net Assets873.64M
WCM Small Cap Growth Institutional
Price$11.08
Change+$1.06 (+10.58%)
VolumeN/A
Net Assets39.93M
AOFIX vs WCMLX Comparison Chart
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AOFIX vs. WCMLX commentary
Apr 11, 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 Buy and WCMLX is a StrongBuy.
FUNDAMENTALS
Fundamentals
AOFIX has more cash in the bank: 874M vs. WCMLX (39.9M). AOFIX (0.00) and WCMLX (0.00) have matching dividends . AOFIX was incepted earlier than WCMLX: AOFIX (17 years) vs WCMLX (5 years). WCMLX (1.86) is less costly to investors than AOFIX (1.37). AOFIX is a more actively managed with annual turnover of: 60.23 vs. WCMLX (48.00). AOFIX has a lower initial minimum investment than WCMLX: AOFIX (0) vs WCMLX (100000). AOFIX (-22.49) and WCMLX (-23.04) have marching annual gain over last year. WCMLX return over 5 years is better than : 17.47 vs. AOFIX (-23.09).
| AOFIX | WCMLX | AOFIX / WCMLX | |
| Total Expense Ratio | 1.37 | 0.99 | 138% |
| Annual Report Gross Expense Ratio | 1.37 | 1.86 | 74% |
| Fund Existence | 17 years | 5 years | - |
| Gain YTD | -26.321 | -22.084 | 119% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 100000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 874M | 39.9M | 2,190% |
| Annual Yield % from dividends | 0.00 | 0.00 | - |
| Returns for 1 year | -22.49 | -23.04 | 98% |
| Returns for 3 years | -27.15 | -15.01 | 181% |
| Returns for 5 years | -23.09 | 17.47 | -132% |
| Returns for 10 years | 26.40 | N/A | - |
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