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AOFIX vs WCMNX
AOFIX vs WCMNX Comparison
Open Charts AOFIX vs WCMNX
Alger Small Cap Focus I
Price$15.84
Change-$0.68 (-4.12%)
VolumeN/A
Net Assets873.64M
WCM Small Cap Growth Investor
Price$10.93
Change+$1.05 (+10.63%)
VolumeN/A
Net Assets39.93M
AOFIX vs WCMNX Comparison Chart
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AOFIX vs. WCMNX commentary
Apr 11, 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 StrongBuy.
FUNDAMENTALS
Fundamentals
AOFIX has more cash in the bank: 874M vs. WCMNX (39.9M). AOFIX (0.00) and WCMNX (0.00) have matching dividends . AOFIX was incepted earlier than WCMNX: AOFIX (17 years) vs WCMNX (5 years). WCMNX (2.11) is less costly to investors than AOFIX (1.37). AOFIX is a more actively managed with annual turnover of: 60.23 vs. WCMNX (48.00). AOFIX has a lower initial minimum investment than WCMNX: AOFIX (0) vs WCMNX (1000). AOFIX (-22.49) and WCMNX (-23.23) have marching annual gain over last year. WCMNX return over 5 years is better than : 15.96 vs. AOFIX (-23.09).
| AOFIX | WCMNX | AOFIX / WCMNX | |
| Total Expense Ratio | 1.37 | 1.24 | 110% |
| Annual Report Gross Expense Ratio | 1.37 | 2.11 | 65% |
| Fund Existence | 17 years | 5 years | - |
| Gain YTD | -26.321 | -22.143 | 119% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 1000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 874M | 39.9M | 2,190% |
| Annual Yield % from dividends | 0.00 | 0.00 | - |
| Returns for 1 year | -22.49 | -23.23 | 97% |
| Returns for 3 years | -27.15 | -15.70 | 173% |
| Returns for 5 years | -23.09 | 15.96 | -145% |
| Returns for 10 years | 26.40 | N/A | - |
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