AOFIX
Price
$20.38
Change
-$0.06 (-0.29%)
Updated
Jan 17 closing price
Net Assets
1.22B
WCMNX
Price
$13.28
Change
+$0.08 (+0.61%)
Updated
Jan 17 closing price
Net Assets
41.83M
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AOFIX vs WCMNX

Header iconAOFIX vs WCMNX Comparison
Open Charts AOFIX vs WCMNXBanner chart's image
Alger Small Cap Focus I
Price$20.38
Change-$0.06 (-0.29%)
VolumeN/A
Net Assets1.22B
WCM Small Cap Growth Investor
Price$13.28
Change+$0.08 (+0.61%)
VolumeN/A
Net Assets41.83M
AOFIX vs WCMNX Comparison Chart
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AOFIX vs. WCMNX commentary
Jan 19, 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.

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FUNDAMENTALS
Fundamentals
AOFIX has more cash in the bank: 1.22B vs. WCMNX (41.8M). AOFIX (0.00) and WCMNX (0.00) have matching dividends . AOFIX was incepted earlier than WCMNX: AOFIX (17 years) vs WCMNX (5 years). AOFIX is a more actively managed with annual turnover of: 68.04 vs. WCMNX (48.00). 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 : 16.92 vs. WCMNX (11.60). WCMNX return over 5 years is better than : 21.39 vs. AOFIX (-8.65).
AOFIXWCMNXAOFIX / WCMNX
Total Expense RatioN/AN/A-
Annual Report Gross Expense RatioN/AN/A-
Fund Existence17 years5 years-
Gain YTD0.6424.64914%
Front LoadN/AN/A-
Min. Initial Investment01000-
Min. Initial Investment IRAN/AN/A-
Net Assets1.22B41.8M2,926%
Annual Yield % from dividends0.000.00-
Returns for 1 year16.9211.60146%
Returns for 3 years-6.776.92-98%
Returns for 5 years-8.6521.39-40%
Returns for 10 years91.47N/A-
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