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AOFYX vs WCMNX
AOFYX vs WCMNX Comparison
Open Charts AOFYX vs WCMNX
Alger Small Cap Focus Y
Price$22.06
Change-$0.31 (-1.39%)
VolumeN/A
Net Assets884.61M
WCM Small Cap Growth Investor
Price$13.59
Change-$0.03 (-0.22%)
VolumeN/A
Net Assets42.97M
AOFYX vs WCMNX Comparison Chart in %
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AOFYX vs. WCMNX commentary
Oct 19, 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: 885M vs. WCMNX (43M). 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 : 10.80 vs. WCMNX (1.42). WCMNX return over 5 years is better than : 11.12 vs. AOFYX (-25.40).
| 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 | 5.500 | 7.092 | 78% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 500000 | 1000 | 50,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 885M | 43M | 2,058% |
| Annual Yield % from dividends | 0.00 | 0.00 | - |
| Returns for 1 year | 10.80 | 1.42 | 762% |
| Returns for 3 years | 30.61 | 32.97 | 93% |
| Returns for 5 years | -25.40 | 11.12 | -228% |
| Returns for 10 years | N/A | N/A | - |
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