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AGOZX vs WCMLX
AGOZX vs WCMLX Comparison
Open Charts AGOZX vs WCMLX
Alger Small Cap Focus Z
Price$23.14
Change+$0.09 (+0.39%)
VolumeN/A
Net Assets884.48M
WCM Small Cap Growth Institutional
Price$14.08
Change+$0.01 (+0.07%)
VolumeN/A
Net Assets44.65M
AGOZX vs WCMLX Comparison Chart in %
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AGOZX vs. WCMLX commentary
Dec 25, 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 Buy and WCMLX is a Hold.
FUNDAMENTALS
Fundamentals
AGOZX has more cash in the bank: 884M vs. WCMLX (44.7M). 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 (8.49) and WCMLX (8.14) have marching annual gain over last year. WCMLX return over 5 years is better than : -4.02 vs. AGOZX (-31.82).
| 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 | 10.718 | 9.487 | 113% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 500000 | 100000 | 500% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 884M | 44.7M | 1,978% |
| Annual Yield % from dividends | 0.00 | 0.00 | - |
| Returns for 1 year | 8.49 | 8.14 | 104% |
| Returns for 3 years | 40.24 | 33.08 | 122% |
| Returns for 5 years | -31.82 | -4.02 | 791% |
| Returns for 10 years | 106.48 | N/A | - |
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