Ad is loading...
AOFYX vs WCMNX
AOFYX vs WCMNX Comparison
Open Charts AOFYX vs WCMNX
Alger Small Cap Focus Y
Price$20.02
Change-$0.97 (-4.62%)
VolumeN/A
Net Assets1.18B
WCM Small Cap Growth Investor
Price$12.50
Change-$0.40 (-3.10%)
VolumeN/A
Net Assets41.51M
AOFYX vs WCMNX Comparison Chart
Loading...
View a ticker or compare two or three
VS
VS
AOFYX vs. WCMNX commentary
Feb 22, 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: 1.18B vs. WCMNX (41.5M). 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 : 13.38 vs. WCMNX (4.07). WCMNX return over 5 years is better than : 18.76 vs. AOFYX (-9.53).
| 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 | 1.722 | 2.758 | 62% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 500000 | 1000 | 50,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.18B | 41.5M | 2,846% |
| Annual Yield % from dividends | 0.00 | 0.00 | - |
| Returns for 1 year | 13.38 | 4.07 | 329% |
| Returns for 3 years | 0.19 | 9.49 | 2% |
| Returns for 5 years | -9.53 | 18.76 | -51% |
| Returns for 10 years | N/A | N/A | - |
View a ticker or compare two or three
VS
VS
Ad is loading...