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AOFIX vs WCMNX
AOFIX vs WCMNX Comparison
Open Charts AOFIX vs WCMNX
Alger Small Cap Focus I
Price$17.52
Change-$0.52 (-2.88%)
VolumeN/A
Net Assets902.16M
WCM Small Cap Growth Investor
Price$11.76
Change-$0.36 (-2.97%)
VolumeN/A
Net Assets43.65M
AOFIX vs WCMNX Comparison Chart
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AOFIX vs. WCMNX commentary
May 23, 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: 902M vs. WCMNX (43.7M). 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). WCMNX annual gain was more profitable for investors over the last year : -3.19 vs. AOFIX (-3.53). WCMNX return over 5 years is better than : 20.72 vs. AOFIX (-25.08).
| 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 | -10.914 | -4.492 | 243% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 1000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 902M | 43.7M | 2,064% |
| Annual Yield % from dividends | 0.00 | 0.00 | - |
| Returns for 1 year | -3.53 | -3.19 | 110% |
| Returns for 3 years | 8.35 | 18.59 | 45% |
| Returns for 5 years | -25.08 | 20.72 | -121% |
| Returns for 10 years | 57.60 | N/A | - |
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