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AOFIX vs WCMLX
AOFIX vs WCMLX Comparison
Open Charts AOFIX vs WCMLX
Alger Small Cap Focus I
Price$20.29
Change-$1.05 (-4.92%)
VolumeN/A
Net Assets871.51M
WCM Small Cap Growth Institutional
Price$13.25
Change-$0.44 (-3.21%)
VolumeN/A
Net Assets41.88M
AOFIX vs WCMLX Comparison Chart in %
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AOFIX 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 AOFIX is a Buy and WCMLX is a Hold.
FUNDAMENTALS
Fundamentals
AOFIX has more cash in the bank: 872M vs. WCMLX (41.9M). AOFIX (0.00) and WCMLX (0.00) have matching dividends . AOFIX was incepted earlier than WCMLX: AOFIX (18 years) vs WCMLX (6 years). WCMLX (1.79) is less costly to investors than AOFIX (1.15). WCMLX is a more actively managed with annual turnover of: 83.00 vs. AOFIX (60.23). AOFIX has a lower initial minimum investment than WCMLX: AOFIX (0) vs WCMLX (100000). AOFIX annual gain was more profitable for investors over the last year : -2.92 vs. WCMLX (-5.29). WCMLX return over 5 years is better than : 1.38 vs. AOFIX (-29.77).
| AOFIX | WCMLX | AOFIX / WCMLX | |
| Total Expense Ratio | 1.15 | 0.99 | 116% |
| Annual Report Gross Expense Ratio | 1.15 | 1.79 | 64% |
| Fund Existence | 18 years | 6 years | - |
| Gain YTD | 0.198 | 3.033 | 7% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 100000 | - |
| 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 | -2.92 | -5.29 | 55% |
| Returns for 3 years | 19.14 | 20.89 | 92% |
| Returns for 5 years | -29.77 | 1.38 | -2,161% |
| Returns for 10 years | 85.11 | N/A | - |
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