Ad is loading...
AOFIX vs WCMLX
AOFIX vs WCMLX Comparison
Open Charts AOFIX vs WCMLX
Alger Small Cap Focus I
Price$19.38
Change-$0.93 (-4.58%)
VolumeN/A
Net Assets1.18B
WCM Small Cap Growth Institutional
Price$12.67
Change-$0.41 (-3.13%)
VolumeN/A
Net Assets41.51M
AOFIX vs WCMLX Comparison Chart
Loading...
View a ticker or compare two or three
VS
VS
AOFIX vs. WCMLX commentary
Feb 22, 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: 1.18B vs. WCMLX (41.5M). 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 : 13.20 vs. WCMLX (4.34). WCMLX return over 5 years is better than : 20.29 vs. AOFIX (-11.14).
| 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 | 1.630 | 2.799 | 58% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 100000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.18B | 41.5M | 2,846% |
| Annual Yield % from dividends | 0.00 | 0.00 | - |
| Returns for 1 year | 13.20 | 4.34 | 304% |
| Returns for 3 years | -0.82 | 10.35 | -8% |
| Returns for 5 years | -11.14 | 20.29 | -55% |
| Returns for 10 years | 79.48 | N/A | - |
View a ticker or compare two or three
VS
VS
Ad is loading...