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AOFYX vs WCMLX
AOFYX vs WCMLX Comparison
Open Charts AOFYX vs WCMLX
Alger Small Cap Focus Y
Price$20.04
Change-$0.07 (-0.35%)
VolumeN/A
Net Assets873.28M
WCM Small Cap Growth Institutional
Price$13.01
Change-$0.07 (-0.54%)
VolumeN/A
Net Assets44.19M
AOFYX vs WCMLX Comparison Chart in %
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AOFYX vs. WCMLX commentary
Aug 06, 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: 873M vs. WCMLX (44.2M). AOFYX (0.00) and WCMLX (0.00) have matching dividends . AOFYX was incepted earlier than WCMLX: AOFYX (8 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 : 15.24 vs. WCMLX (8.82). WCMLX return over 5 years is better than : 16.58 vs. AOFYX (-29.04).
| AOFYX | WCMLX | AOFYX / WCMLX | |
| Total Expense Ratio | 0.86 | 0.99 | 87% |
| Annual Report Gross Expense Ratio | 0.89 | 1.79 | 50% |
| Fund Existence | 8 years | 6 years | - |
| Gain YTD | -3.826 | 1.711 | -224% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 500000 | 100000 | 500% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 873M | 44.2M | 1,975% |
| Annual Yield % from dividends | 0.00 | 0.00 | - |
| Returns for 1 year | 15.24 | 8.82 | 173% |
| Returns for 3 years | 6.07 | 13.34 | 45% |
| Returns for 5 years | -29.04 | 16.58 | -175% |
| Returns for 10 years | N/A | N/A | - |
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