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AOFYX vs WCMNX
AOFYX vs WCMNX Comparison
Open Charts AOFYX vs WCMNX
Alger Small Cap Focus Y
Price$23.49
Change+$0.88 (+3.89%)
VolumeN/A
Net Assets872.45M
WCM Small Cap Growth Investor
Price$14.42
Change+$0.82 (+6.03%)
VolumeN/A
Net Assets47.08M
AOFYX vs WCMNX Comparison Chart in %
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AOFYX 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 AOFYX is a Hold and WCMNX is a Hold.
FUNDAMENTALS
Fundamentals
AOFYX has more cash in the bank: 872M vs. WCMNX (47.1M). AOFYX (0.00) and WCMNX (0.00) have matching dividends . AOFYX was incepted earlier than WCMNX: AOFYX (9 years) vs WCMNX (6 years). WCMNX (2.04) is less costly to investors than AOFYX (0.89). AOFYX is a more actively managed with annual turnover of: 88.45 vs. WCMNX (83.00). WCMNX has a lower initial minimum investment than AOFYX: WCMNX (1000) vs AOFYX (500000). AOFYX annual gain was more profitable for investors over the last year : 11.75 vs. WCMNX (8.34). WCMNX return over 5 years is better than : -6.49 vs. AOFYX (-35.75).
| AOFYX | WCMNX | AOFYX / WCMNX | |
| Total Expense Ratio | 0.86 | 1.24 | 69% |
| Annual Report Gross Expense Ratio | 0.89 | 2.04 | 44% |
| Fund Existence | 9 years | 6 years | - |
| Gain YTD | 4.586 | 6.421 | 71% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 500000 | 1000 | 50,000% |
| 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 | 11.75 | 8.34 | 141% |
| Returns for 3 years | 28.85 | 18.68 | 154% |
| Returns for 5 years | -35.75 | -6.49 | 551% |
| Returns for 10 years | N/A | N/A | - |
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