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AOFYX vs WCMLX
AOFYX vs WCMLX Comparison
Open Charts AOFYX vs WCMLX
Alger Small Cap Focus Y
Price$21.02
Change+$0.21 (+1.01%)
VolumeN/A
Net Assets818.1M
WCM Small Cap Growth Institutional
Price$13.09
Change+$0.05 (+0.38%)
VolumeN/A
Net Assets41.13M
AOFYX vs WCMLX Comparison Chart in %
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AOFYX vs. WCMLX commentary
Nov 20, 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 Hold.
FUNDAMENTALS
Fundamentals
AOFYX has more cash in the bank: 818M vs. WCMLX (41.1M). AOFYX (0.00) and WCMLX (0.00) have matching dividends . AOFYX was incepted earlier than WCMLX: AOFYX (9 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 : 0.43 vs. WCMLX (-2.18). WCMLX return over 5 years is better than : -0.99 vs. AOFYX (-29.67).
| AOFYX | WCMLX | AOFYX / WCMLX | |
| Total Expense Ratio | 0.86 | 0.99 | 87% |
| Annual Report Gross Expense Ratio | 0.89 | 1.79 | 50% |
| Fund Existence | 9 years | 6 years | - |
| Gain YTD | -0.478 | 1.400 | -34% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 500000 | 100000 | 500% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 818M | 41.1M | 1,990% |
| Annual Yield % from dividends | 0.00 | 0.00 | - |
| Returns for 1 year | 0.43 | -2.18 | -20% |
| Returns for 3 years | 22.41 | 20.96 | 107% |
| Returns for 5 years | -29.67 | -0.99 | 3,006% |
| Returns for 10 years | N/A | N/A | - |
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