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AOFIX vs WCMLX
AOFIX vs WCMLX Comparison
Open Charts AOFIX vs WCMLX
Alger Small Cap Focus I
Price$22.10
Change-$0.02 (-0.09%)
VolumeN/A
Net Assets896.23M
WCM Small Cap Growth Institutional
Price$13.86
Change+$0.02 (+0.14%)
VolumeN/A
Net Assets43.69M
AOFIX vs WCMLX Comparison Chart in %
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AOFIX vs. WCMLX commentary
Dec 04, 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 StrongBuy and WCMLX is a Buy.
FUNDAMENTALS
Fundamentals
AOFIX has more cash in the bank: 896M vs. WCMLX (43.7M). 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 : 2.17 vs. WCMLX (-1.14). WCMLX return over 5 years is better than : 1.99 vs. AOFIX (-26.27).
| 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 | 9.235 | 7.621 | 121% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 100000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 896M | 43.7M | 2,050% |
| Annual Yield % from dividends | 0.00 | 0.00 | - |
| Returns for 1 year | 2.17 | -1.14 | -190% |
| Returns for 3 years | 29.13 | 21.83 | 133% |
| Returns for 5 years | -26.27 | 1.99 | -1,320% |
| Returns for 10 years | 94.08 | N/A | - |
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