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OASGX vs WCMNX
OASGX vs WCMNX Comparison
Open Charts OASGX vs WCMNX
Optimum Small-Mid Cap Growth A
Price$12.35
Change-$0.04 (-0.32%)
VolumeN/A
Net Assets729.49M
WCM Small Cap Growth Investor
Price$13.59
Change-$0.03 (-0.22%)
VolumeN/A
Net Assets43.09M
OASGX vs WCMNX Comparison Chart in %
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OASGX vs. WCMNX commentary
Oct 18, 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 OASGX is a Hold and WCMNX is a Hold.
FUNDAMENTALS
Fundamentals
OASGX has more cash in the bank: 729M vs. WCMNX (43.1M). OASGX (0.00) and WCMNX (0.00) have matching dividends . OASGX was incepted earlier than WCMNX: OASGX (22 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. OASGX annual gain was more profitable for investors over the last year : 4.31 vs. WCMNX (1.42). WCMNX return over 5 years is better than : 11.12 vs. OASGX (-27.65).
| OASGX | WCMNX | OASGX / WCMNX | |
| Total Expense Ratio | 1.44 | 1.24 | 116% |
| Annual Report Gross Expense Ratio | 1.54 | 2.04 | 75% |
| Fund Existence | 22 years | 6 years | - |
| Gain YTD | 5.106 | 7.092 | 72% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 1000 | 1000 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 729M | 43.1M | 1,691% |
| Annual Yield % from dividends | 0.00 | 0.00 | - |
| Returns for 1 year | 4.31 | 1.42 | 304% |
| Returns for 3 years | 21.08 | 32.97 | 64% |
| Returns for 5 years | -27.65 | 11.12 | -249% |
| Returns for 10 years | -12.29 | N/A | - |
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