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AOFIX vs WCMNX
AOFIX vs WCMNX Comparison
Open Charts AOFIX vs WCMNX
Alger Small Cap Focus I
Price$22.64
Change+$0.81 (+3.71%)
VolumeN/A
Net Assets872.45M
WCM Small Cap Growth Investor
Price$14.42
Change+$0.82 (+6.03%)
VolumeN/A
Net Assets47.08M
AOFIX vs WCMNX Comparison Chart in %
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AOFIX vs. WCMNX commentary
Feb 04, 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 WCMNX is a Hold.
FUNDAMENTALS
Fundamentals
AOFIX has more cash in the bank: 872M vs. WCMNX (47.1M). 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). AOFIX is a more actively managed with annual turnover of: 88.45 vs. WCMNX (83.00). AOFIX has a lower initial minimum investment than WCMNX: AOFIX (0) vs WCMNX (1000). AOFIX annual gain was more profitable for investors over the last year : 11.31 vs. WCMNX (8.34). WCMNX return over 5 years is better than : -6.49 vs. AOFIX (-36.92).
| 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 | 4.524 | 6.421 | 70% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 1000 | - |
| 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 | 8.34 | 136% |
| Returns for 3 years | 27.48 | 18.68 | 147% |
| Returns for 5 years | -36.92 | -6.49 | 569% |
| Returns for 10 years | 150.21 | N/A | - |
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