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AOFAX vs WCMNX
AOFAX vs WCMNX Comparison
Open Charts AOFAX vs WCMNX
Alger Small Cap Focus A
Price$21.44
Change-$0.14 (-0.65%)
VolumeN/A
Net Assets881.33M
WCM Small Cap Growth Investor
Price$13.84
Change-$0.02 (-0.14%)
VolumeN/A
Net Assets44.58M
AOFAX vs WCMNX Comparison Chart in %
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AOFAX vs. WCMNX commentary
Dec 28, 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 Buy and WCMNX is a Hold.
FUNDAMENTALS
Fundamentals
AOFAX has more cash in the bank: 881M vs. WCMNX (44.6M). AOFAX (0.00) and WCMNX (0.00) have matching dividends . AOFAX was incepted earlier than WCMNX: AOFAX (18 years) vs WCMNX (6 years). WCMNX (2.04) is less costly to investors than AOFAX (1.22). WCMNX is a more actively managed with annual turnover of: 83.00 vs. AOFAX (60.23). AOFAX (1000) and WCMNX (1000) have matching initial minimum investment requirements. WCMNX annual gain was more profitable for investors over the last year : 7.04 vs. AOFAX (6.45). WCMNX return over 5 years is better than : -5.40 vs. AOFAX (-33.97).
| AOFAX | WCMNX | AOFAX / WCMNX | |
| Total Expense Ratio | 1.22 | 1.24 | 98% |
| Annual Report Gross Expense Ratio | 1.22 | 2.04 | 60% |
| Fund Existence | 18 years | 6 years | - |
| Gain YTD | 9.555 | 9.062 | 105% |
| Front Load | 5% | N/A | - |
| Min. Initial Investment | 1000 | 1000 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 881M | 44.6M | 1,975% |
| Annual Yield % from dividends | 0.00 | 0.00 | - |
| Returns for 1 year | 6.45 | 7.04 | 92% |
| Returns for 3 years | 38.95 | 32.95 | 118% |
| Returns for 5 years | -33.97 | -5.40 | 629% |
| Returns for 10 years | 94.59 | N/A | - |
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