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AGOZX vs WCMLX
AGOZX vs WCMLX Comparison
Open Charts AGOZX vs WCMLX
Alger Small Cap Focus Z
Price$21.00
Change-$1.09 (-4.93%)
VolumeN/A
Net Assets871.51M
WCM Small Cap Growth Institutional
Price$13.25
Change-$0.44 (-3.21%)
VolumeN/A
Net Assets41.88M
AGOZX vs WCMLX Comparison Chart in %
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AGOZX vs. WCMLX commentary
Nov 14, 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 AGOZX is a Hold and WCMLX is a Hold.
FUNDAMENTALS
Fundamentals
AGOZX has more cash in the bank: 872M vs. WCMLX (41.9M). AGOZX (0.00) and WCMLX (0.00) have matching dividends . AGOZX was incepted earlier than WCMLX: AGOZX (15 years) vs WCMLX (6 years). WCMLX (1.79) is less costly to investors than AGOZX (0.89). WCMLX is a more actively managed with annual turnover of: 83.00 vs. AGOZX (60.23). WCMLX has a lower initial minimum investment than AGOZX: WCMLX (100000) vs AGOZX (500000). AGOZX annual gain was more profitable for investors over the last year : -2.64 vs. WCMLX (-2.98). WCMLX return over 5 years is better than : 4.74 vs. AGOZX (-28.57).
| AGOZX | WCMLX | AGOZX / WCMLX | |
| Total Expense Ratio | 0.89 | 0.99 | 90% |
| Annual Report Gross Expense Ratio | 0.89 | 1.79 | 50% |
| Fund Existence | 15 years | 6 years | - |
| Gain YTD | 0.478 | 6.454 | 7% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 500000 | 100000 | 500% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 872M | 41.9M | 2,081% |
| Annual Yield % from dividends | 0.00 | 0.00 | - |
| Returns for 1 year | -2.64 | -2.98 | 89% |
| Returns for 3 years | 20.21 | 22.89 | 88% |
| Returns for 5 years | -28.57 | 4.74 | -602% |
| Returns for 10 years | 91.26 | N/A | - |
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