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AGOZX vs WCMNX
AGOZX vs WCMNX Comparison
Open Charts AGOZX vs WCMNX
Alger Small Cap Focus Z
Price$23.46
Change+$0.87 (+3.85%)
VolumeN/A
Net Assets872.45M
WCM Small Cap Growth Investor
Price$14.42
Change+$0.82 (+6.03%)
VolumeN/A
Net Assets47.08M
AGOZX vs WCMNX Comparison Chart in %
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AGOZX vs. WCMNX 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 WCMNX is a Hold.
FUNDAMENTALS
Fundamentals
AGOZX has more cash in the bank: 872M vs. WCMNX (47.1M). AGOZX (0.00) and WCMNX (0.00) have matching dividends . AGOZX was incepted earlier than WCMNX: AGOZX (15 years) vs WCMNX (6 years). WCMNX (2.04) is less costly to investors than AGOZX (0.89). AGOZX is a more actively managed with annual turnover of: 88.45 vs. WCMNX (83.00). WCMNX has a lower initial minimum investment than AGOZX: WCMNX (1000) vs AGOZX (500000). AGOZX annual gain was more profitable for investors over the last year : 11.71 vs. WCMNX (8.34). WCMNX return over 5 years is better than : -6.49 vs. AGOZX (-35.81).
| AGOZX | WCMNX | AGOZX / WCMNX | |
| Total Expense Ratio | 0.89 | 1.24 | 72% |
| Annual Report Gross Expense Ratio | 0.89 | 2.04 | 44% |
| Fund Existence | 15 years | 6 years | - |
| Gain YTD | 4.592 | 6.421 | 72% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 500000 | 1000 | 50,000% |
| 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 | 8.34 | 140% |
| Returns for 3 years | 28.76 | 18.68 | 154% |
| Returns for 5 years | -35.81 | -6.49 | 552% |
| Returns for 10 years | 158.31 | N/A | - |
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