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AOFIX vs WCMNX
AOFIX vs WCMNX Comparison
Open Charts AOFIX vs WCMNX
Alger Small Cap Focus I
Price$18.26
Change-$0.32 (-1.72%)
VolumeN/A
Net Assets874.74M
WCM Small Cap Growth Investor
Price$11.80
Change-$0.22 (-1.83%)
VolumeN/A
Net Assets40.71M
AOFIX vs WCMNX Comparison Chart
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AOFIX vs. WCMNX commentary
Jun 15, 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: 875M vs. WCMNX (40.7M). 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). AOFIX annual gain was more profitable for investors over the last year : 1.56 vs. WCMNX (-3.59). WCMNX return over 5 years is better than : 19.31 vs. AOFIX (-21.46).
| 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 | -9.827 | -7.013 | 140% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 1000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 875M | 40.7M | 2,150% |
| Annual Yield % from dividends | 0.00 | 0.00 | - |
| Returns for 1 year | 1.56 | -3.59 | -43% |
| Returns for 3 years | 14.77 | 23.69 | 62% |
| Returns for 5 years | -21.46 | 19.31 | -111% |
| Returns for 10 years | 56.14 | N/A | - |
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