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AOFIX vs WCMLX
AOFIX vs WCMLX Comparison
Open Charts AOFIX vs WCMLX
Alger Small Cap Focus I
Price$22.64
Change+$0.81 (+3.71%)
VolumeN/A
Net Assets872.45M
WCM Small Cap Growth Institutional
Price$14.64
Change+$0.83 (+6.01%)
VolumeN/A
Net Assets47.08M
AOFIX vs WCMLX Comparison Chart in %
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AOFIX vs. WCMLX 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 AOFIX is a Hold and WCMLX is a Hold.
FUNDAMENTALS
Fundamentals
AOFIX has more cash in the bank: 872M vs. WCMLX (47.1M). 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). AOFIX is a more actively managed with annual turnover of: 88.45 vs. WCMLX (83.00). 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 : 11.31 vs. WCMLX (8.52). WCMLX return over 5 years is better than : -5.30 vs. AOFIX (-36.92).
| 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 | 4.524 | 6.395 | 71% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 100000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 872M | 47.1M | 1,851% |
| Annual Yield % from dividends | 0.00 | 0.00 | - |
| Returns for 1 year | 11.31 | 8.52 | 133% |
| Returns for 3 years | 27.48 | 19.51 | 141% |
| Returns for 5 years | -36.92 | -5.30 | 696% |
| Returns for 10 years | 150.21 | N/A | - |
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