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AOFAX vs WCMLX
AOFAX vs WCMLX Comparison
Open Charts AOFAX vs WCMLX
Alger Small Cap Focus A
Price$19.60
Change-$1.01 (-4.90%)
VolumeN/A
Net Assets871.51M
WCM Small Cap Growth Institutional
Price$13.25
Change-$0.44 (-3.21%)
VolumeN/A
Net Assets41.88M
AOFAX vs WCMLX Comparison Chart in %
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AOFAX 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 AOFAX is a Hold and WCMLX is a Hold.
FUNDAMENTALS
Fundamentals
AOFAX has more cash in the bank: 872M vs. WCMLX (41.9M). AOFAX (0.00) and WCMLX (0.00) have matching dividends . AOFAX was incepted earlier than WCMLX: AOFAX (18 years) vs WCMLX (6 years). WCMLX (1.79) is less costly to investors than AOFAX (1.22). WCMLX is a more actively managed with annual turnover of: 83.00 vs. AOFAX (60.23). AOFAX has a lower initial minimum investment than WCMLX: AOFAX (1000) vs WCMLX (100000). WCMLX (-2.98) and AOFAX (-3.02) have marching annual gain over last year. WCMLX return over 5 years is better than : 4.74 vs. AOFAX (-30.32).
| AOFAX | WCMLX | AOFAX / WCMLX | |
| Total Expense Ratio | 1.22 | 0.99 | 123% |
| Annual Report Gross Expense Ratio | 1.22 | 1.79 | 68% |
| Fund Existence | 18 years | 6 years | - |
| Gain YTD | 0.153 | 6.454 | 2% |
| Front Load | 5% | N/A | - |
| Min. Initial Investment | 1000 | 100000 | 1% |
| 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 | -3.02 | -2.98 | 101% |
| Returns for 3 years | 18.64 | 22.89 | 81% |
| Returns for 5 years | -30.32 | 4.74 | -639% |
| Returns for 10 years | 83.33 | N/A | - |
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