Interact to see
Advertisement
Advertisement
AOFYX vs WCMNX
AOFYX vs WCMNX Comparison
Open Charts AOFYX vs WCMNX
Alger Small Cap Focus Y
Price$22.05
Change-$0.22 (-0.99%)
VolumeN/A
Net Assets903.16M
WCM Small Cap Growth Investor
Price$13.54
Change-$0.15 (-1.10%)
VolumeN/A
Net Assets44.14M
AOFYX vs WCMNX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
AOFYX vs. WCMNX commentary
Oct 09, 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 Hold.
FUNDAMENTALS
Fundamentals
AOFYX has more cash in the bank: 903M vs. WCMNX (44.1M). 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 : 15.63 vs. WCMNX (5.96). WCMNX return over 5 years is better than : 13.89 vs. AOFYX (-23.68).
| 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 | 6.504 | 7.880 | 83% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 500000 | 1000 | 50,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 903M | 44.1M | 2,048% |
| Annual Yield % from dividends | 0.00 | 0.00 | - |
| Returns for 1 year | 15.63 | 5.96 | 262% |
| Returns for 3 years | 31.39 | 35.54 | 88% |
| Returns for 5 years | -23.68 | 13.89 | -170% |
| Returns for 10 years | N/A | N/A | - |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement