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AOFYX vs WCMNX
AOFYX vs WCMNX Comparison
Open Charts AOFYX vs WCMNX
Alger Small Cap Focus Y
Price$21.00
Change-$0.24 (-1.13%)
VolumeN/A
Net Assets875.82M
WCM Small Cap Growth Investor
Price$13.33
Change-$0.16 (-1.19%)
VolumeN/A
Net Assets44.77M
AOFYX vs WCMNX Comparison Chart in %
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AOFYX vs. WCMNX 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 WCMNX is a Hold.
FUNDAMENTALS
Fundamentals
AOFYX has more cash in the bank: 876M vs. WCMNX (44.8M). AOFYX (0.00) and WCMNX (0.00) have matching dividends . AOFYX was incepted earlier than WCMNX: AOFYX (9 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 : 10.29 vs. WCMNX (3.09). WCMNX return over 5 years is better than : 14.91 vs. AOFYX (-24.79).
| AOFYX | WCMNX | AOFYX / WCMNX | |
| Total Expense Ratio | 0.86 | 1.24 | 69% |
| Annual Report Gross Expense Ratio | 0.89 | 2.04 | 44% |
| Fund Existence | 9 years | 6 years | - |
| Gain YTD | 0.430 | 5.043 | 9% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 500000 | 1000 | 50,000% |
| 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 | 3.09 | 333% |
| Returns for 3 years | 15.96 | 22.63 | 71% |
| Returns for 5 years | -24.79 | 14.91 | -166% |
| Returns for 10 years | N/A | N/A | - |
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