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OASVX vs WCMFX
OASVX vs WCMFX Comparison
Open Charts OASVX vs WCMFX
Optimum Small-Mid Cap Value A
Price$13.04
Change+$0.05 (+0.38%)
VolumeN/A
Net Assets584.33M
WCM SMID Quality Val Fd Institutional
Price$11.32
Change+$0.05 (+0.44%)
VolumeN/A
Net Assets21.71M
OASVX vs WCMFX Comparison Chart in %
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OASVX vs. WCMFX 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 OASVX is a Hold and WCMFX is a Buy.
FUNDAMENTALS
Fundamentals
OASVX has more cash in the bank: 584M vs. WCMFX (21.7M). OASVX pays higher dividends than WCMFX: OASVX (0.68) vs WCMFX (0.00). OASVX was incepted earlier than WCMFX: OASVX (22 years) vs WCMFX (6 years). OASVX (1.58) is less costly to investors than WCMFX (1.45). OASVX is a more actively managed with annual turnover of: 117.00 vs. WCMFX (15.00). OASVX has a lower initial minimum investment than WCMFX: OASVX (1000) vs WCMFX (100000). OASVX annual gain was more profitable for investors over the last year : -10.40 vs. WCMFX (-20.62). WCMFX (23.45) and OASVX (22.85) have equivalent 5 years return.
| OASVX | WCMFX | OASVX / WCMFX | |
| Total Expense Ratio | 1.49 | 0.90 | 166% |
| Annual Report Gross Expense Ratio | 1.58 | 1.45 | 109% |
| Fund Existence | 22 years | 6 years | - |
| Gain YTD | -0.912 | -5.509 | 17% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 1000 | 100000 | 1% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 584M | 21.7M | 2,691% |
| Annual Yield % from dividends | 0.68 | 0.00 | - |
| Returns for 1 year | -10.40 | -20.62 | 50% |
| Returns for 3 years | 6.80 | 16.46 | 41% |
| Returns for 5 years | 22.85 | 23.45 | 97% |
| Returns for 10 years | 11.40 | N/A | - |
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