Interact to see
Advertisement
Advertisement
AOFIX vs WCMLX
AOFIX vs WCMLX Comparison
Open Charts AOFIX vs WCMLX
Alger Small Cap Focus I
Price$21.28
Change-$0.22 (-1.02%)
VolumeN/A
Net Assets903.16M
WCM Small Cap Growth Institutional
Price$13.74
Change-$0.15 (-1.08%)
VolumeN/A
Net Assets44.14M
AOFIX vs WCMLX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
AOFIX vs. WCMLX commentary
Oct 08, 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 Hold.
FUNDAMENTALS
Fundamentals
AOFIX has more cash in the bank: 903M vs. WCMLX (44.1M). 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 : 15.53 vs. WCMLX (6.19). WCMLX return over 5 years is better than : 15.37 vs. AOFIX (-25.03).
| 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 | 6.173 | 8.009 | 77% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 100000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 903M | 44.1M | 2,048% |
| Annual Yield % from dividends | 0.00 | 0.00 | - |
| Returns for 1 year | 15.53 | 6.19 | 251% |
| Returns for 3 years | 30.15 | 36.44 | 83% |
| Returns for 5 years | -25.03 | 15.37 | -163% |
| Returns for 10 years | 94.92 | N/A | - |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement