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ASMZX vs WCMLX
ASMZX vs WCMLX Comparison
Open Charts ASMZX vs WCMLX
Alger Weatherbie Specialized Growth Z
Price$12.73
Change+$1.13 (+9.74%)
VolumeN/A
Net Assets316.7M
WCM Small Cap Growth Institutional
Price$11.08
Change+$1.06 (+10.58%)
VolumeN/A
Net Assets36.21M
ASMZX vs WCMLX Comparison Chart
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ASMZX vs. WCMLX commentary
Apr 10, 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 ASMZX is a Buy and WCMLX is a StrongBuy.
FUNDAMENTALS
Fundamentals
ASMZX has more cash in the bank: 317M vs. WCMLX (36.2M). ASMZX (0.00) and WCMLX (0.00) have matching dividends . ASMZX was incepted earlier than WCMLX: ASMZX (14 years) vs WCMLX (5 years). WCMLX (1.86) is less costly to investors than ASMZX (0.96). WCMLX (48.00) and ASMZX (46.68) have comparable annual turnover. WCMLX has a lower initial minimum investment than ASMZX: WCMLX (100000) vs ASMZX (500000). ASMZX annual gain was more profitable for investors over the last year : -16.85 vs. WCMLX (-23.04). WCMLX return over 5 years is better than : 17.47 vs. ASMZX (-10.77).
| ASMZX | WCMLX | ASMZX / WCMLX | |
| Total Expense Ratio | 0.96 | 0.99 | 97% |
| Annual Report Gross Expense Ratio | 0.96 | 1.86 | 52% |
| Fund Existence | 14 years | 5 years | - |
| Gain YTD | -24.479 | -22.084 | 111% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 500000 | 100000 | 500% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 317M | 36.2M | 876% |
| Annual Yield % from dividends | 0.00 | 0.00 | - |
| Returns for 1 year | -16.85 | -23.04 | 73% |
| Returns for 3 years | -26.07 | -15.01 | 174% |
| Returns for 5 years | -10.77 | 17.47 | -62% |
| Returns for 10 years | -37.73 | N/A | - |
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