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AOFAX vs WCMNX
AOFAX vs WCMNX Comparison
Open Charts AOFAX vs WCMNX
Alger Small Cap Focus A
Price$20.57
Change-$0.28 (-1.34%)
VolumeN/A
Net Assets884.61M
WCM Small Cap Growth Investor
Price$13.59
Change-$0.03 (-0.22%)
VolumeN/A
Net Assets42.97M
AOFAX vs WCMNX Comparison Chart in %
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AOFAX vs. WCMNX commentary
Oct 19, 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 WCMNX is a Hold.
FUNDAMENTALS
Fundamentals
AOFAX has more cash in the bank: 885M vs. WCMNX (43M). 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. AOFAX annual gain was more profitable for investors over the last year : 10.77 vs. WCMNX (1.42). WCMNX return over 5 years is better than : 11.12 vs. AOFAX (-27.29).
| 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 | 5.110 | 7.092 | 72% |
| Front Load | 5% | N/A | - |
| Min. Initial Investment | 1000 | 1000 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 885M | 43M | 2,058% |
| Annual Yield % from dividends | 0.00 | 0.00 | - |
| Returns for 1 year | 10.77 | 1.42 | 760% |
| Returns for 3 years | 28.80 | 32.97 | 87% |
| Returns for 5 years | -27.29 | 11.12 | -245% |
| Returns for 10 years | 92.76 | N/A | - |
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