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AOFYX vs WCMLX
AOFYX vs WCMLX Comparison
Open Charts AOFYX vs WCMLX
Alger Small Cap Focus Y
Price$21.05
Change-$0.07 (-0.33%)
VolumeN/A
Net Assets1.22B
WCM Small Cap Growth Institutional
Price$13.46
Change+$0.08 (+0.60%)
VolumeN/A
Net Assets41.83M
AOFYX vs WCMLX Comparison Chart
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AOFYX vs. WCMLX commentary
Jan 19, 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 Hold and WCMLX is a StrongBuy.
FUNDAMENTALS
Fundamentals
AOFYX has more cash in the bank: 1.22B vs. WCMLX (41.8M). AOFYX (0.00) and WCMLX (0.00) have matching dividends . AOFYX was incepted earlier than WCMLX: AOFYX (8 years) vs WCMLX (5 years). AOFYX is a more actively managed with annual turnover of: 68.04 vs. WCMLX (48.00). 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 : 17.53 vs. WCMLX (11.89). WCMLX return over 5 years is better than : 23.03 vs. AOFYX (-6.71).
| AOFYX | WCMLX | AOFYX / WCMLX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 8 years | 5 years | - |
| Gain YTD | 1.004 | 4.666 | 22% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 500000 | 100000 | 500% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.22B | 41.8M | 2,926% |
| Annual Yield % from dividends | 0.00 | 0.00 | - |
| Returns for 1 year | 17.53 | 11.89 | 147% |
| Returns for 3 years | -5.55 | 7.77 | -71% |
| Returns for 5 years | -6.71 | 23.03 | -29% |
| Returns for 10 years | N/A | N/A | - |
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