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AOFIX vs WCMLX
AOFIX vs WCMLX Comparison
Open Charts AOFIX vs WCMLX
Alger Small Cap Focus I
Price$19.81
Change-$0.10 (-0.50%)
VolumeN/A
Net Assets878.19M
WCM Small Cap Growth Institutional
Price$13.18
Change-$0.08 (-0.60%)
VolumeN/A
Net Assets44.09M
AOFIX vs WCMLX Comparison Chart in %
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AOFIX vs. WCMLX commentary
Aug 17, 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: 878M vs. WCMLX (44.1M). 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). AOFIX annual gain was more profitable for investors over the last year : 9.39 vs. WCMLX (3.13). WCMLX return over 5 years is better than : 17.47 vs. AOFIX (-24.96).
| 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 | -2.173 | 2.488 | -87% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 100000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 878M | 44.1M | 1,991% |
| Annual Yield % from dividends | 0.00 | 0.00 | - |
| Returns for 1 year | 9.39 | 3.13 | 300% |
| Returns for 3 years | 3.72 | 9.38 | 40% |
| Returns for 5 years | -24.96 | 17.47 | -143% |
| Returns for 10 years | 68.82 | N/A | - |
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