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AOFYX vs WCMNX
AOFYX vs WCMNX Comparison
Open Charts AOFYX vs WCMNX
Alger Small Cap Focus Y
Price$21.03
Change-$1.08 (-4.88%)
VolumeN/A
Net Assets871.51M
WCM Small Cap Growth Investor
Price$13.05
Change-$0.44 (-3.26%)
VolumeN/A
Net Assets41.88M
AOFYX vs WCMNX Comparison Chart in %
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AOFYX vs. WCMNX 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 Hold and WCMNX is a Hold.
FUNDAMENTALS
Fundamentals
AOFYX has more cash in the bank: 872M vs. WCMNX (41.9M). 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). WCMNX is a more actively managed with annual turnover of: 83.00 vs. AOFYX (60.23). 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 : -2.55 vs. WCMNX (-3.16). WCMNX return over 5 years is better than : 3.45 vs. AOFYX (-28.47).
| 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 | 0.574 | 6.304 | 9% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 500000 | 1000 | 50,000% |
| 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 | -3.16 | 81% |
| Returns for 3 years | 20.38 | 22.08 | 92% |
| Returns for 5 years | -28.47 | 3.45 | -825% |
| Returns for 10 years | N/A | N/A | - |
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