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AOFYX vs WCMNX
AOFYX vs WCMNX Comparison
Open Charts AOFYX vs WCMNX
Alger Small Cap Focus Y
Price$17.52
Change+$0.42 (+2.46%)
VolumeN/A
Net Assets860.36M
WCM Small Cap Growth Investor
Price$11.12
Change+$0.26 (+2.39%)
VolumeN/A
Net Assets39.35M
AOFYX vs WCMNX Comparison Chart
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AOFYX vs. WCMNX commentary
Apr 25, 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 StrongBuy.
FUNDAMENTALS
Fundamentals
AOFYX has more cash in the bank: 860M vs. WCMNX (39.3M). 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 : -9.45 vs. WCMNX (-11.06). WCMNX return over 5 years is better than : 23.83 vs. AOFYX (-21.21).
| 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 | -20.230 | -14.421 | 140% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 500000 | 1000 | 50,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 860M | 39.3M | 2,188% |
| Annual Yield % from dividends | 0.00 | 0.00 | - |
| Returns for 1 year | -9.45 | -11.06 | 85% |
| Returns for 3 years | -14.20 | -6.06 | 234% |
| Returns for 5 years | -21.21 | 23.83 | -89% |
| Returns for 10 years | N/A | N/A | - |
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