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AOFIX vs WCMNX
AOFIX vs WCMNX Comparison
Open Charts AOFIX vs WCMNX
Alger Small Cap Focus I
Price$19.05
Change+$0.04 (+0.21%)
VolumeN/A
Net Assets866.75M
WCM Small Cap Growth Investor
Price$12.92
Change+$0.15 (+1.17%)
VolumeN/A
Net Assets44.18M
AOFIX vs WCMNX Comparison Chart in %
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AOFIX vs. WCMNX commentary
Jul 27, 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 WCMNX is a StrongBuy.
FUNDAMENTALS
Fundamentals
AOFIX has more cash in the bank: 867M vs. WCMNX (44.2M). AOFIX (0.00) and WCMNX (0.00) have matching dividends . AOFIX was incepted earlier than WCMNX: AOFIX (17 years) vs WCMNX (6 years). WCMNX (2.04) is less costly to investors than AOFIX (1.15). WCMNX is a more actively managed with annual turnover of: 83.00 vs. AOFIX (60.23). AOFIX has a lower initial minimum investment than WCMNX: AOFIX (0) vs WCMNX (1000). AOFIX annual gain was more profitable for investors over the last year : 4.73 vs. WCMNX (1.17). WCMNX return over 5 years is better than : 22.93 vs. AOFIX (-27.12).
| AOFIX | WCMNX | AOFIX / WCMNX | |
| Total Expense Ratio | 1.15 | 1.24 | 93% |
| Annual Report Gross Expense Ratio | 1.15 | 2.04 | 56% |
| Fund Existence | 17 years | 6 years | - |
| Gain YTD | -5.926 | 1.812 | -327% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 1000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 867M | 44.2M | 1,962% |
| Annual Yield % from dividends | 0.00 | 0.00 | - |
| Returns for 1 year | 4.73 | 1.17 | 402% |
| Returns for 3 years | 12.26 | 22.58 | 54% |
| Returns for 5 years | -27.12 | 22.93 | -118% |
| Returns for 10 years | 61.39 | N/A | - |
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