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AOFIX vs WCMLX
AOFIX vs WCMLX Comparison
Open Charts AOFIX vs WCMLX
Alger Small Cap Focus I
Price$23.28
Change+$0.06 (+0.26%)
VolumeN/A
Net Assets908.41M
WCM Small Cap Growth Institutional
Price$14.80
Change+$0.05 (+0.34%)
VolumeN/A
Net Assets47.47M
AOFIX vs WCMLX Comparison Chart in %
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AOFIX vs. WCMLX commentary
Jan 15, 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 Buy and WCMLX is a Buy.
FUNDAMENTALS
Fundamentals
AOFIX has more cash in the bank: 908M vs. WCMLX (47.5M). 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 : 15.48 vs. WCMLX (13.24). WCMLX return over 5 years is better than : -2.44 vs. AOFIX (-32.74).
| 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 | 7.479 | 7.558 | 99% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 100000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 908M | 47.5M | 1,912% |
| Annual Yield % from dividends | 0.00 | 0.00 | - |
| Returns for 1 year | 15.48 | 13.24 | 117% |
| Returns for 3 years | 37.83 | 29.48 | 128% |
| Returns for 5 years | -32.74 | -2.44 | 1,342% |
| Returns for 10 years | 138.24 | N/A | - |
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