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AOFIX vs WCMNX
AOFIX vs WCMNX Comparison
Open Charts AOFIX vs WCMNX
Alger Small Cap Focus I
Price$20.16
Change+$0.19 (+0.95%)
VolumeN/A
Net Assets894.09M
WCM Small Cap Growth Investor
Price$13.51
Change+$0.12 (+0.90%)
VolumeN/A
Net Assets44.98M
AOFIX vs WCMNX Comparison Chart in %
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AOFIX vs. WCMNX commentary
Sep 07, 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 Buy and WCMNX is a Buy.
FUNDAMENTALS
Fundamentals
AOFIX has more cash in the bank: 894M vs. WCMNX (45M). AOFIX (0.00) and WCMNX (0.00) have matching dividends . AOFIX was incepted earlier than WCMNX: AOFIX (18 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 : 14.81 vs. WCMNX (7.31). WCMNX return over 5 years is better than : 20.52 vs. AOFIX (-22.58).
| AOFIX | WCMNX | AOFIX / WCMNX | |
| Total Expense Ratio | 1.15 | 1.24 | 93% |
| Annual Report Gross Expense Ratio | 1.15 | 2.04 | 56% |
| Fund Existence | 18 years | 6 years | - |
| Gain YTD | -0.444 | 6.462 | -7% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 1000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 894M | 45M | 1,987% |
| Annual Yield % from dividends | 0.00 | 0.00 | - |
| Returns for 1 year | 14.81 | 7.31 | 203% |
| Returns for 3 years | 17.69 | 28.54 | 62% |
| Returns for 5 years | -22.58 | 20.52 | -110% |
| Returns for 10 years | 81.79 | N/A | - |
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