Interact to see
Advertisement
Advertisement
OCSGX vs WCMNX
OCSGX vs WCMNX Comparison
Open Charts OCSGX vs WCMNX
Optimum Small-Mid Cap Growth C
Price$7.22
Change-$0.03 (-0.41%)
VolumeN/A
Net Assets729.49M
WCM Small Cap Growth Investor
Price$13.59
Change-$0.03 (-0.22%)
VolumeN/A
Net Assets43.09M
OCSGX vs WCMNX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
OCSGX 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 OCSGX is a Hold and WCMNX is a Hold.
FUNDAMENTALS
Fundamentals
OCSGX has more cash in the bank: 729M vs. WCMNX (43.1M). OCSGX (0.00) and WCMNX (0.00) have matching dividends . OCSGX was incepted earlier than WCMNX: OCSGX (22 years) vs WCMNX (6 years). OCSGX (2.29) is less costly to investors than WCMNX (2.04). OCSGX is a more actively managed with annual turnover of: 131.00 vs. WCMNX (83.00). OCSGX (1000) and WCMNX (1000) have matching initial minimum investment requirements. OCSGX annual gain was more profitable for investors over the last year : 3.44 vs. WCMNX (1.42). WCMNX return over 5 years is better than : 11.12 vs. OCSGX (-46.16).
| OCSGX | WCMNX | OCSGX / WCMNX | |
| Total Expense Ratio | 2.19 | 1.24 | 177% |
| Annual Report Gross Expense Ratio | 2.29 | 2.04 | 112% |
| Fund Existence | 22 years | 6 years | - |
| Gain YTD | 4.335 | 7.092 | 61% |
| Front Load | N/A | 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 | 3.44 | 1.42 | 242% |
| Returns for 3 years | 11.25 | 32.97 | 34% |
| Returns for 5 years | -46.16 | 11.12 | -415% |
| Returns for 10 years | -42.88 | N/A | - |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement