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AOFYX vs WCMNX
AOFYX vs WCMNX Comparison
Open Charts AOFYX vs WCMNX
Alger Small Cap Focus Y
Price$19.50
Change+$0.38 (+1.99%)
VolumeN/A
Net Assets907.44M
WCM Small Cap Growth Investor
Price$12.14
Change+$0.13 (+1.08%)
VolumeN/A
Net Assets42.98M
AOFYX vs WCMNX Comparison Chart
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AOFYX vs. WCMNX commentary
Jun 07, 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 WCMNX is a StrongBuy.
FUNDAMENTALS
Fundamentals
AOFYX has more cash in the bank: 907M vs. WCMNX (43M). AOFYX (0.00) and WCMNX (0.00) have matching dividends . AOFYX was incepted earlier than WCMNX: AOFYX (8 years) vs WCMNX (6 years). WCMNX (2.04) is less costly to investors than AOFYX (0.89). WCMNX is a more actively managed with annual turnover of: 83.00 vs. AOFYX (60.23). 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 : 1.49 vs. WCMNX (-1.48). WCMNX return over 5 years is better than : 12.35 vs. AOFYX (-22.12).
| AOFYX | WCMNX | AOFYX / WCMNX | |
| Total Expense Ratio | 0.86 | 1.24 | 69% |
| Annual Report Gross Expense Ratio | 0.89 | 2.04 | 44% |
| Fund Existence | 8 years | 6 years | - |
| Gain YTD | -8.560 | -5.359 | 160% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 500000 | 1000 | 50,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 907M | 43M | 2,109% |
| Annual Yield % from dividends | 0.00 | 0.00 | - |
| Returns for 1 year | 1.49 | -1.48 | -101% |
| Returns for 3 years | 2.96 | 9.78 | 30% |
| Returns for 5 years | -22.12 | 12.35 | -179% |
| Returns for 10 years | N/A | N/A | - |
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