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AOFIX vs WCMLX
AOFIX vs WCMLX Comparison
Open Charts AOFIX vs WCMLX
Alger Small Cap Focus I
Price$17.52
Change-$0.52 (-2.88%)
VolumeN/A
Net Assets902.16M
WCM Small Cap Growth Institutional
Price$11.92
Change-$0.37 (-3.01%)
VolumeN/A
Net Assets43.65M
AOFIX vs WCMLX Comparison Chart
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AOFIX vs. WCMLX commentary
May 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: 902M vs. WCMLX (43.7M). 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). WCMLX annual gain was more profitable for investors over the last year : -2.92 vs. AOFIX (-3.53). WCMLX return over 5 years is better than : 22.29 vs. AOFIX (-25.08).
| 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 | -10.914 | -4.432 | 246% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 100000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 902M | 43.7M | 2,064% |
| Annual Yield % from dividends | 0.00 | 0.00 | - |
| Returns for 1 year | -3.53 | -2.92 | 121% |
| Returns for 3 years | 8.35 | 19.44 | 43% |
| Returns for 5 years | -25.08 | 22.29 | -113% |
| Returns for 10 years | 57.60 | N/A | - |
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