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AOFIX vs WCMLX
AOFIX vs WCMLX Comparison
Open Charts AOFIX vs WCMLX
Alger Small Cap Focus I
Price$20.16
Change+$0.19 (+0.95%)
VolumeN/A
Net Assets879.98M
WCM Small Cap Growth Institutional
Price$13.58
Change+$0.21 (+1.57%)
VolumeN/A
Net Assets44.58M
AOFIX vs WCMLX Comparison Chart in %
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AOFIX vs. WCMLX commentary
Sep 07, 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 Buy.
FUNDAMENTALS
Fundamentals
AOFIX has more cash in the bank: 880M vs. WCMLX (44.6M). AOFIX (0.00) and WCMLX (0.00) have matching dividends . AOFIX was incepted earlier than WCMLX: AOFIX (18 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 : 14.81 vs. WCMLX (6.59). WCMLX return over 5 years is better than : 20.93 vs. AOFIX (-22.58).
| AOFIX | WCMLX | AOFIX / WCMLX | |
| Total Expense Ratio | 1.15 | 0.99 | 116% |
| Annual Report Gross Expense Ratio | 1.15 | 1.79 | 64% |
| Fund Existence | 18 years | 6 years | - |
| Gain YTD | -0.444 | 5.599 | -8% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 100000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 880M | 44.6M | 1,973% |
| Annual Yield % from dividends | 0.00 | 0.00 | - |
| Returns for 1 year | 14.81 | 6.59 | 225% |
| Returns for 3 years | 17.69 | 28.23 | 63% |
| Returns for 5 years | -22.58 | 20.93 | -108% |
| Returns for 10 years | 81.79 | N/A | - |
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