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AGOZX vs WCMLX
AGOZX vs WCMLX Comparison
Open Charts AGOZX vs WCMLX
Alger Small Cap Focus Z
Price$24.11
Change+$0.06 (+0.25%)
VolumeN/A
Net Assets909.62M
WCM Small Cap Growth Institutional
Price$14.80
Change+$0.05 (+0.34%)
VolumeN/A
Net Assets47.47M
AGOZX vs WCMLX Comparison Chart in %
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AGOZX vs. WCMLX commentary
Jan 15, 2026
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 Buy and WCMLX is a Buy.
FUNDAMENTALS
Fundamentals
AGOZX has more cash in the bank: 910M vs. WCMLX (47.5M). 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 : 15.86 vs. WCMLX (13.24). WCMLX return over 5 years is better than : -2.44 vs. AGOZX (-31.58).
| 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 | 7.490 | 7.558 | 99% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 500000 | 100000 | 500% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 910M | 47.5M | 1,916% |
| Annual Yield % from dividends | 0.00 | 0.00 | - |
| Returns for 1 year | 15.86 | 13.24 | 120% |
| Returns for 3 years | 39.12 | 29.48 | 133% |
| Returns for 5 years | -31.58 | -2.44 | 1,295% |
| Returns for 10 years | 145.93 | N/A | - |
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