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AOFIX vs WCMNX
AOFIX vs WCMNX Comparison
Open Charts AOFIX vs WCMNX
Alger Small Cap Focus I
Price$22.34
Change+$0.08 (+0.36%)
VolumeN/A
Net Assets887.42M
WCM Small Cap Growth Investor
Price$13.86
Change-$0.00 (-0.00%)
VolumeN/A
Net Assets44.65M
AOFIX vs WCMNX Comparison Chart in %
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AOFIX vs. WCMNX 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 WCMNX is a Hold.
FUNDAMENTALS
Fundamentals
AOFIX has more cash in the bank: 887M vs. WCMNX (44.7M). AOFIX (0.00) and WCMNX (0.00) have matching dividends . AOFIX was incepted earlier than WCMNX: AOFIX (18 years) vs WCMNX (6 years). WCMNX (2.04) is less costly to investors than AOFIX (1.15). WCMNX is a more actively managed with annual turnover of: 83.00 vs. AOFIX (60.23). AOFIX has a lower initial minimum investment than WCMNX: AOFIX (0) vs WCMNX (1000). AOFIX (8.08) and WCMNX (7.86) have marching annual gain over last year. WCMNX return over 5 years is better than : -5.26 vs. AOFIX (-32.99).
| AOFIX | WCMNX | AOFIX / WCMNX | |
| Total Expense Ratio | 1.15 | 1.24 | 93% |
| Annual Report Gross Expense Ratio | 1.15 | 2.04 | 56% |
| Fund Existence | 18 years | 6 years | - |
| Gain YTD | 10.321 | 9.220 | 112% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 1000 | - |
| 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 | 7.86 | 103% |
| Returns for 3 years | 38.84 | 32.00 | 121% |
| Returns for 5 years | -32.99 | -5.26 | 627% |
| Returns for 10 years | 99.84 | N/A | - |
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