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AOFYX vs WCMLX
AOFYX vs WCMLX Comparison
Open Charts AOFYX vs WCMLX
Alger Small Cap Focus Y
Price$17.65
Change+$0.32 (+1.85%)
VolumeN/A
Net Assets905.1M
WCM Small Cap Growth Institutional
Price$11.43
Change+$0.08 (+0.70%)
VolumeN/A
Net Assets40.69M
AOFYX vs WCMLX Comparison Chart
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AOFYX vs. WCMLX commentary
Apr 03, 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: 905M vs. WCMLX (40.7M). AOFYX (0.00) and WCMLX (0.00) have matching dividends . AOFYX was incepted earlier than WCMLX: AOFYX (8 years) vs WCMLX (5 years). WCMLX (1.86) is less costly to investors than AOFYX (0.90). AOFYX is a more actively managed with annual turnover of: 60.23 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 : -12.47 vs. WCMLX (-13.62). WCMLX return over 5 years is better than : 55.69 vs. AOFYX (-5.06).
| AOFYX | WCMLX | AOFYX / WCMLX | |
| Total Expense Ratio | 0.86 | 0.99 | 87% |
| Annual Report Gross Expense Ratio | 0.90 | 1.86 | 48% |
| Fund Existence | 8 years | 5 years | - |
| Gain YTD | -17.456 | -11.742 | 149% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 500000 | 100000 | 500% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 905M | 40.7M | 2,224% |
| Annual Yield % from dividends | 0.00 | 0.00 | - |
| Returns for 1 year | -12.47 | -13.62 | 92% |
| Returns for 3 years | -22.36 | -8.47 | 264% |
| Returns for 5 years | -5.06 | 55.69 | -9% |
| Returns for 10 years | N/A | N/A | - |
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