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AOFIX vs WCMLX
AOFIX vs WCMLX Comparison
Open Charts AOFIX vs WCMLX
Alger Small Cap Focus I
Price$22.34
Change+$0.08 (+0.36%)
VolumeN/A
Net Assets887.42M
WCM Small Cap Growth Institutional
Price$14.08
Change+$0.01 (+0.07%)
VolumeN/A
Net Assets44.65M
AOFIX vs WCMLX Comparison Chart in %
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AOFIX vs. WCMLX commentary
Dec 26, 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: 887M vs. WCMLX (44.7M). 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). WCMLX (8.14) and AOFIX (8.08) have marching annual gain over last year. WCMLX return over 5 years is better than : -4.02 vs. AOFIX (-32.99).
| 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 | 10.321 | 9.487 | 109% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 100000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 887M | 44.7M | 1,984% |
| Annual Yield % from dividends | 0.00 | 0.00 | - |
| Returns for 1 year | 8.08 | 8.14 | 99% |
| Returns for 3 years | 38.84 | 33.08 | 117% |
| Returns for 5 years | -32.99 | -4.02 | 820% |
| Returns for 10 years | 99.84 | N/A | - |