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ASMZX vs WCMLX
ASMZX vs WCMLX Comparison
Open Charts ASMZX vs WCMLX
Alger Weatherbie Specialized Growth Z
Price$14.01
Change-$0.36 (-2.51%)
VolumeN/A
Net Assets375.11M
WCM Small Cap Growth Institutional
Price$11.92
Change-$0.37 (-3.01%)
VolumeN/A
Net Assets43.65M
ASMZX vs WCMLX Comparison Chart
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ASMZX vs. WCMLX commentary
May 23, 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: 375M vs. WCMLX (43.7M). ASMZX (0.00) and WCMLX (0.00) have matching dividends . ASMZX was incepted earlier than WCMLX: ASMZX (14 years) vs WCMLX (6 years). WCMLX (1.79) is less costly to investors than ASMZX (0.96). WCMLX is a more actively managed with annual turnover of: 83.00 vs. ASMZX (46.68). 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 : 3.90 vs. WCMLX (-2.92). WCMLX return over 5 years is better than : 22.29 vs. ASMZX (-11.24).
| ASMZX | WCMLX | ASMZX / WCMLX | |
| Total Expense Ratio | 0.96 | 0.99 | 97% |
| Annual Report Gross Expense Ratio | 0.96 | 1.79 | 54% |
| Fund Existence | 14 years | 6 years | - |
| Gain YTD | -6.445 | -4.432 | 145% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 500000 | 100000 | 500% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 375M | 43.7M | 858% |
| Annual Yield % from dividends | 0.00 | 0.00 | - |
| Returns for 1 year | 3.90 | -2.92 | -134% |
| Returns for 3 years | 16.45 | 19.44 | 85% |
| Returns for 5 years | -11.24 | 22.29 | -50% |
| Returns for 10 years | -23.24 | N/A | - |
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