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AOFIX vs WCMLX
AOFIX vs WCMLX Comparison
Open Charts AOFIX vs WCMLX
Alger Small Cap Focus I
Price$20.39
Change-$0.51 (-2.44%)
VolumeN/A
CapitalizationN/A
WCM Small Cap Growth Institutional
Price$13.68
Change-$0.31 (-2.22%)
VolumeN/A
CapitalizationN/A
AOFIX vs WCMLX Comparison Chart
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AOFIX vs. WCMLX commentary
Nov 15, 2024
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: 1.34B vs. WCMLX (42.8M). 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 : 32.61 vs. WCMLX (23.02). WCMLX return over 5 years is better than : 33.72 vs. AOFIX (-0.67).
| 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 | 17.416 | 10.949 | 159% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 100000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.34B | 42.8M | 3,119% |
| Annual Yield % from dividends | 0.00 | 0.00 | - |
| Returns for 1 year | 32.61 | 23.02 | 142% |
| Returns for 3 years | -34.40 | -14.50 | 237% |
| Returns for 5 years | -0.67 | 33.72 | -2% |
| Returns for 10 years | 80.71 | N/A | - |
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