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AOFYX vs WCMLX
AOFYX vs WCMLX Comparison
Open Charts AOFYX vs WCMLX
Alger Small Cap Focus Y
Price$21.03
Change-$1.08 (-4.88%)
VolumeN/A
Net Assets871.51M
WCM Small Cap Growth Institutional
Price$13.25
Change-$0.44 (-3.21%)
VolumeN/A
Net Assets41.88M
AOFYX vs WCMLX Comparison Chart in %
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AOFYX vs. WCMLX commentary
Nov 14, 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 AOFYX is a Buy and WCMLX is a Hold.
FUNDAMENTALS
Fundamentals
AOFYX has more cash in the bank: 872M vs. WCMLX (41.9M). AOFYX (0.00) and WCMLX (0.00) have matching dividends . AOFYX was incepted earlier than WCMLX: AOFYX (9 years) vs WCMLX (6 years). WCMLX (1.79) is less costly to investors than AOFYX (0.89). WCMLX is a more actively managed with annual turnover of: 83.00 vs. AOFYX (60.23). WCMLX has a lower initial minimum investment than AOFYX: WCMLX (100000) vs AOFYX (500000). AOFYX annual gain was more profitable for investors over the last year : -2.55 vs. WCMLX (-2.98). WCMLX return over 5 years is better than : 4.74 vs. AOFYX (-28.47).
| AOFYX | WCMLX | AOFYX / WCMLX | |
| Total Expense Ratio | 0.86 | 0.99 | 87% |
| Annual Report Gross Expense Ratio | 0.89 | 1.79 | 50% |
| Fund Existence | 9 years | 6 years | - |
| Gain YTD | 0.574 | 6.454 | 9% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 500000 | 100000 | 500% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 872M | 41.9M | 2,081% |
| Annual Yield % from dividends | 0.00 | 0.00 | - |
| Returns for 1 year | -2.55 | -2.98 | 86% |
| Returns for 3 years | 20.38 | 22.89 | 89% |
| Returns for 5 years | -28.47 | 4.74 | -600% |
| Returns for 10 years | N/A | N/A | - |
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