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AOFIX vs WCMNX
AOFIX vs WCMNX Comparison
Open Charts AOFIX vs WCMNX
Alger Small Cap Focus I
Price$19.38
Change-$0.93 (-4.58%)
VolumeN/A
Net Assets1.18B
WCM Small Cap Growth Investor
Price$12.50
Change-$0.40 (-3.10%)
VolumeN/A
Net Assets41.51M
AOFIX vs WCMNX Comparison Chart
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AOFIX vs. WCMNX commentary
Feb 22, 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: 1.18B vs. WCMNX (41.5M). 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 : 13.20 vs. WCMNX (4.07). WCMNX return over 5 years is better than : 18.76 vs. AOFIX (-11.14).
| AOFIX | WCMNX | AOFIX / WCMNX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 17 years | 5 years | - |
| Gain YTD | 1.630 | 2.758 | 59% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 1000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.18B | 41.5M | 2,846% |
| Annual Yield % from dividends | 0.00 | 0.00 | - |
| Returns for 1 year | 13.20 | 4.07 | 324% |
| Returns for 3 years | -0.82 | 9.49 | -9% |
| Returns for 5 years | -11.14 | 18.76 | -59% |
| Returns for 10 years | 79.48 | N/A | - |