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AOFYX vs WCMNX
AOFYX vs WCMNX Comparison
Open Charts AOFYX vs WCMNX
Alger Small Cap Focus Y
Price$16.51
Change-$1.14 (-6.46%)
VolumeN/A
Net Assets920.51M
WCM Small Cap Growth Investor
Price$10.66
Change-$0.85 (-7.38%)
VolumeN/A
Net Assets41.58M
AOFYX vs WCMNX Comparison Chart
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AOFYX vs. WCMNX commentary
Apr 05, 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: 921M vs. WCMNX (41.6M). AOFYX (0.00) and WCMNX (0.00) have matching dividends . AOFYX was incepted earlier than WCMNX: AOFYX (8 years) vs WCMNX (5 years). WCMNX (2.11) is less costly to investors than AOFYX (0.90). AOFYX is a more actively managed with annual turnover of: 60.23 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 : -8.79 vs. WCMNX (-10.22). WCMNX return over 5 years is better than : 60.98 vs. AOFYX (-0.73).
| AOFYX | WCMNX | AOFYX / WCMNX | |
| Total Expense Ratio | 0.86 | 1.24 | 69% |
| Annual Report Gross Expense Ratio | 0.90 | 2.11 | 43% |
| Fund Existence | 8 years | 5 years | - |
| Gain YTD | -15.591 | -9.299 | 168% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 500000 | 1000 | 50,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 921M | 41.6M | 2,214% |
| Annual Yield % from dividends | 0.00 | 0.00 | - |
| Returns for 1 year | -8.79 | -10.22 | 86% |
| Returns for 3 years | -20.99 | -7.10 | 296% |
| Returns for 5 years | -0.73 | 60.98 | -1% |
| Returns for 10 years | N/A | N/A | - |
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