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AOFYX vs WCMLX
AOFYX vs WCMLX Comparison
Open Charts AOFYX vs WCMLX
Alger Small Cap Focus Y
Price$21.00
Change-$0.24 (-1.13%)
VolumeN/A
Net Assets875.82M
WCM Small Cap Growth Institutional
Price$13.52
Change-$0.17 (-1.24%)
VolumeN/A
Net Assets44.77M
AOFYX vs WCMLX Comparison Chart in %
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AOFYX vs. WCMLX commentary
Sep 01, 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 Hold.
FUNDAMENTALS
Fundamentals
AOFYX has more cash in the bank: 876M vs. WCMLX (44.8M). 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 : 10.29 vs. WCMLX (3.36). WCMLX return over 5 years is better than : 16.35 vs. AOFYX (-24.79).
| 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 | 0.430 | 5.132 | 8% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 500000 | 100000 | 500% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 876M | 44.8M | 1,955% |
| Annual Yield % from dividends | 0.00 | 0.00 | - |
| Returns for 1 year | 10.29 | 3.36 | 306% |
| Returns for 3 years | 15.96 | 23.47 | 68% |
| Returns for 5 years | -24.79 | 16.35 | -152% |
| Returns for 10 years | N/A | N/A | - |
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