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AOFYX vs WCMLX
AOFYX vs WCMLX Comparison
Open Charts AOFYX vs WCMLX
Alger Small Cap Focus Y
Price$17.52
Change+$0.42 (+2.46%)
VolumeN/A
Net Assets860.36M
WCM Small Cap Growth Institutional
Price$11.28
Change+$0.27 (+2.45%)
VolumeN/A
Net Assets39.35M
AOFYX vs WCMLX Comparison Chart
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AOFYX vs. WCMLX commentary
Apr 25, 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: 860M vs. WCMLX (39.3M). 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 : -9.45 vs. WCMLX (-10.85). WCMLX return over 5 years is better than : 25.40 vs. AOFYX (-21.21).
| 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 | -20.230 | -14.386 | 141% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 500000 | 100000 | 500% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 860M | 39.3M | 2,188% |
| Annual Yield % from dividends | 0.00 | 0.00 | - |
| Returns for 1 year | -9.45 | -10.85 | 87% |
| Returns for 3 years | -14.20 | -5.33 | 266% |
| Returns for 5 years | -21.21 | 25.40 | -84% |
| Returns for 10 years | N/A | N/A | - |
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