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AGOZX vs WCMLX
AGOZX vs WCMLX Comparison
Open Charts AGOZX vs WCMLX
Alger Small Cap Focus Z
Price$23.46
Change+$0.87 (+3.85%)
VolumeN/A
Net Assets872.45M
WCM Small Cap Growth Institutional
Price$14.64
Change+$0.83 (+6.01%)
VolumeN/A
Net Assets47.08M
AGOZX vs WCMLX Comparison Chart in %
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AGOZX vs. WCMLX commentary
Feb 04, 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 Hold and WCMLX is a Hold.
FUNDAMENTALS
Fundamentals
AGOZX has more cash in the bank: 872M vs. WCMLX (47.1M). 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). AGOZX is a more actively managed with annual turnover of: 88.45 vs. WCMLX (83.00). 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 : 11.71 vs. WCMLX (8.52). WCMLX return over 5 years is better than : -5.30 vs. AGOZX (-35.81).
| 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 | 4.592 | 6.395 | 72% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 500000 | 100000 | 500% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 872M | 47.1M | 1,851% |
| Annual Yield % from dividends | 0.00 | 0.00 | - |
| Returns for 1 year | 11.71 | 8.52 | 137% |
| Returns for 3 years | 28.76 | 19.51 | 147% |
| Returns for 5 years | -35.81 | -5.30 | 675% |
| Returns for 10 years | 158.31 | N/A | - |
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