Interact to see
Advertisement
Advertisement
AASOX vs WCMLX
AASOX vs WCMLX Comparison
Open Charts AASOX vs WCMLX
Alger Small Cap Growth I-2
Price$18.47
Change-$0.16 (-0.86%)
VolumeN/A
Net Assets147.11M
WCM Small Cap Growth Institutional
Price$13.79
Change-$0.04 (-0.29%)
VolumeN/A
Net Assets43.09M
AASOX vs WCMLX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
AASOX vs. WCMLX commentary
Oct 19, 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 AASOX is a Hold and WCMLX is a Hold.
FUNDAMENTALS
Fundamentals
AASOX has more cash in the bank: 147M vs. WCMLX (43.1M). AASOX pays higher dividends than WCMLX: AASOX (0.37) vs WCMLX (0.00). AASOX was incepted earlier than WCMLX: AASOX (37 years) vs WCMLX (6 years). WCMLX (1.79) is less costly to investors than AASOX (1.00). WCMLX is a more actively managed with annual turnover of: 83.00 vs. AASOX (51.26). WCMLX has a lower initial minimum investment than AASOX: WCMLX (100000) vs AASOX (500000). WCMLX annual gain was more profitable for investors over the last year : 1.70 vs. AASOX (1.18). WCMLX return over 5 years is better than : 12.48 vs. AASOX (-56.59).
| AASOX | WCMLX | AASOX / WCMLX | |
| Total Expense Ratio | 1.00 | 0.99 | 101% |
| Annual Report Gross Expense Ratio | 1.00 | 1.79 | 56% |
| Fund Existence | 37 years | 6 years | - |
| Gain YTD | 3.706 | 7.232 | 51% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 500000 | 100000 | 500% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 147M | 43.1M | 341% |
| Annual Yield % from dividends | 0.37 | 0.00 | - |
| Returns for 1 year | 1.18 | 1.70 | 69% |
| Returns for 3 years | 4.48 | 33.88 | 13% |
| Returns for 5 years | -56.59 | 12.48 | -453% |
| Returns for 10 years | -35.51 | N/A | - |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement
Interesting Tickers
1D
1W
1M
1Q
6M
1Y
5Y
| 1 Day | |||
|---|---|---|---|
| MFs / NAME | Price $ | Chg $ | Chg % |
| ETLAX | 15.75 | 0.10 | +0.64% |
| Eventide Large Cap Focus A | |||
| OANBX | 37.77 | 0.13 | +0.35% |
| Oakmark Equity and Income Institutional | |||
| BRZAX | 13.62 | 0.01 | +0.07% |
| BlackRock Sust Aware Adg Intl Eq Inv A | |||
| EKBYX | 15.63 | -0.01 | -0.06% |
| Allspring Diversified Cap Bldr Inst | |||
| QTERX | 13.13 | -0.06 | -0.45% |
| AQR Emerging Multi-Style II R6 | |||