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AOFYX vs WCMLX
AOFYX vs WCMLX Comparison
Open Charts AOFYX vs WCMLX
Alger Small Cap Focus Y
Price$19.50
Change+$0.38 (+1.99%)
VolumeN/A
Net Assets907.44M
WCM Small Cap Growth Institutional
Price$12.31
Change+$0.13 (+1.07%)
VolumeN/A
Net Assets42.98M
AOFYX vs WCMLX Comparison Chart
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AOFYX vs. WCMLX commentary
Jun 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 AOFYX is a Buy and WCMLX is a StrongBuy.
FUNDAMENTALS
Fundamentals
AOFYX has more cash in the bank: 907M vs. WCMLX (43M). AOFYX (0.00) and WCMLX (0.00) have matching dividends . AOFYX was incepted earlier than WCMLX: AOFYX (8 years) vs WCMLX (6 years). WCMLX (1.79) is less costly to investors than AOFYX (0.89). WCMLX is a more actively managed with annual turnover of: 83.00 vs. AOFYX (60.23). WCMLX has a lower initial minimum investment than AOFYX: WCMLX (100000) vs AOFYX (500000). AOFYX annual gain was more profitable for investors over the last year : 1.49 vs. WCMLX (-1.22). WCMLX return over 5 years is better than : 13.83 vs. AOFYX (-22.12).
| AOFYX | WCMLX | AOFYX / WCMLX | |
| Total Expense Ratio | 0.86 | 0.99 | 87% |
| Annual Report Gross Expense Ratio | 0.89 | 1.79 | 50% |
| Fund Existence | 8 years | 6 years | - |
| Gain YTD | -8.560 | -5.288 | 162% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 500000 | 100000 | 500% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 907M | 43M | 2,109% |
| Annual Yield % from dividends | 0.00 | 0.00 | - |
| Returns for 1 year | 1.49 | -1.22 | -122% |
| Returns for 3 years | 2.96 | 10.63 | 28% |
| Returns for 5 years | -22.12 | 13.83 | -160% |
| Returns for 10 years | N/A | N/A | - |
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