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AOFYX vs WCMNX
AOFYX vs WCMNX Comparison
Open Charts AOFYX vs WCMNX
Alger Small Cap Focus Y
Price$21.05
Change-$0.07 (-0.33%)
VolumeN/A
Net Assets1.22B
WCM Small Cap Growth Investor
Price$13.28
Change+$0.08 (+0.61%)
VolumeN/A
Net Assets41.83M
AOFYX vs WCMNX Comparison Chart
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AOFYX vs. WCMNX commentary
Jan 19, 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 WCMNX is a StrongBuy.
FUNDAMENTALS
Fundamentals
AOFYX has more cash in the bank: 1.22B vs. WCMNX (41.8M). AOFYX (0.00) and WCMNX (0.00) have matching dividends . AOFYX was incepted earlier than WCMNX: AOFYX (8 years) vs WCMNX (5 years). AOFYX is a more actively managed with annual turnover of: 68.04 vs. WCMNX (48.00). WCMNX has a lower initial minimum investment than AOFYX: WCMNX (1000) vs AOFYX (500000). AOFYX annual gain was more profitable for investors over the last year : 17.53 vs. WCMNX (11.60). WCMNX return over 5 years is better than : 21.39 vs. AOFYX (-6.71).
| AOFYX | WCMNX | AOFYX / WCMNX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 8 years | 5 years | - |
| Gain YTD | 1.004 | 4.649 | 22% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 500000 | 1000 | 50,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.22B | 41.8M | 2,926% |
| Annual Yield % from dividends | 0.00 | 0.00 | - |
| Returns for 1 year | 17.53 | 11.60 | 151% |
| Returns for 3 years | -5.55 | 6.92 | -80% |
| Returns for 5 years | -6.71 | 21.39 | -31% |
| Returns for 10 years | N/A | N/A | - |
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