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AOFAX vs WCMNX
AOFAX vs WCMNX Comparison
Open Charts AOFAX vs WCMNX
Alger Small Cap Focus A
Price$21.01
Change-$0.86 (-3.93%)
VolumeN/A
Net Assets872.81M
WCM Small Cap Growth Investor
Price$14.24
Change-$0.18 (-1.25%)
VolumeN/A
Net Assets47.36M
AOFAX vs WCMNX Comparison Chart in %
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AOFAX vs. WCMNX commentary
Feb 05, 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 AOFAX is a Hold and WCMNX is a Hold.
FUNDAMENTALS
Fundamentals
AOFAX has more cash in the bank: 873M vs. WCMNX (47.4M). 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). AOFAX is a more actively managed with annual turnover of: 88.45 vs. WCMNX (83.00). AOFAX (1000) and WCMNX (1000) have matching initial minimum investment requirements. AOFAX (5.95) and WCMNX (5.72) have marching annual gain over last year. WCMNX return over 5 years is better than : -9.07 vs. AOFAX (-40.75).
| 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 | 0.430 | 5.092 | 8% |
| Front Load | 5% | N/A | - |
| Min. Initial Investment | 1000 | 1000 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 873M | 47.4M | 1,842% |
| Annual Yield % from dividends | 0.00 | 0.00 | - |
| Returns for 1 year | 5.95 | 5.72 | 104% |
| Returns for 3 years | 22.08 | 17.20 | 128% |
| Returns for 5 years | -40.75 | -9.07 | 449% |
| Returns for 10 years | 137.99 | N/A | - |
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