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OASGX vs WCMNX
OASGX vs WCMNX Comparison
Open Charts OASGX vs WCMNX
Optimum Small-Mid Cap Growth A
Price$12.81
Change+$0.33 (+2.64%)
VolumeN/A
Net Assets850.09M
WCM Small Cap Growth Investor
Price$14.42
Change+$0.82 (+6.03%)
VolumeN/A
Net Assets47.08M
OASGX vs WCMNX Comparison Chart in %
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OASGX vs. WCMNX commentary
Feb 05, 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 OASGX is a Hold and WCMNX is a Hold.
FUNDAMENTALS
Fundamentals
OASGX has more cash in the bank: 850M vs. WCMNX (47.1M). OASGX (0.00) and WCMNX (0.00) have matching dividends . OASGX was incepted earlier than WCMNX: OASGX (23 years) vs WCMNX (6 years). WCMNX (2.04) is less costly to investors than OASGX (1.54). OASGX is a more actively managed with annual turnover of: 131.00 vs. WCMNX (83.00). OASGX (1000) and WCMNX (1000) have matching initial minimum investment requirements. WCMNX annual gain was more profitable for investors over the last year : 8.34 vs. OASGX (5.35). WCMNX return over 5 years is better than : -6.49 vs. OASGX (-31.72).
| OASGX | WCMNX | OASGX / WCMNX | |
| Total Expense Ratio | 1.44 | 1.24 | 116% |
| Annual Report Gross Expense Ratio | 1.54 | 2.04 | 75% |
| Fund Existence | 23 years | 6 years | - |
| Gain YTD | 2.974 | 6.421 | 46% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 1000 | 1000 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 850M | 47.1M | 1,805% |
| Annual Yield % from dividends | 0.00 | 0.00 | - |
| Returns for 1 year | 5.35 | 8.34 | 64% |
| Returns for 3 years | 26.33 | 18.68 | 141% |
| Returns for 5 years | -31.72 | -6.49 | 489% |
| Returns for 10 years | 28.74 | N/A | - |
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