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AOFYX vs WCMNX
AOFYX vs WCMNX Comparison
Open Charts AOFYX vs WCMNX
Alger Small Cap Focus Y
Price$20.04
Change-$0.07 (-0.35%)
VolumeN/A
Net Assets873.28M
WCM Small Cap Growth Investor
Price$12.83
Change-$0.06 (-0.47%)
VolumeN/A
Net Assets44.19M
AOFYX vs WCMNX Comparison Chart in %
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AOFYX vs. WCMNX commentary
Aug 06, 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: 873M vs. WCMNX (44.2M). 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 : 15.24 vs. WCMNX (8.59). WCMNX return over 5 years is better than : 15.09 vs. AOFYX (-29.04).
| 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 | -3.826 | 1.576 | -243% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 500000 | 1000 | 50,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 873M | 44.2M | 1,975% |
| Annual Yield % from dividends | 0.00 | 0.00 | - |
| Returns for 1 year | 15.24 | 8.59 | 177% |
| Returns for 3 years | 6.07 | 12.48 | 49% |
| Returns for 5 years | -29.04 | 15.09 | -192% |
| Returns for 10 years | N/A | N/A | - |
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