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OISGX vs WCMLX
OISGX vs WCMLX Comparison
Open Charts OISGX vs WCMLX
Optimum Small-Mid Cap Growth Instl
Price$15.22
Change+$0.26 (+1.74%)
VolumeN/A
Net Assets741.91M
WCM Small Cap Growth Institutional
Price$14.04
Change+$0.25 (+1.81%)
VolumeN/A
Net Assets42.97M
OISGX vs WCMLX Comparison Chart in %
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OISGX vs. WCMLX commentary
Oct 21, 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 OISGX is a Hold and WCMLX is a Hold.
FUNDAMENTALS
Fundamentals
OISGX has more cash in the bank: 742M vs. WCMLX (43M). OISGX (0.00) and WCMLX (0.00) have matching dividends . OISGX was incepted earlier than WCMLX: OISGX (22 years) vs WCMLX (6 years). WCMLX (1.79) is less costly to investors than OISGX (1.29). OISGX is a more actively managed with annual turnover of: 131.00 vs. WCMLX (83.00). OISGX has a lower initial minimum investment than WCMLX: OISGX (0) vs WCMLX (100000). OISGX annual gain was more profitable for investors over the last year : 6.36 vs. WCMLX (3.77). WCMLX return over 5 years is better than : 17.59 vs. OISGX (-17.06).
| OISGX | WCMLX | OISGX / WCMLX | |
| Total Expense Ratio | 1.19 | 0.99 | 120% |
| Annual Report Gross Expense Ratio | 1.29 | 1.79 | 72% |
| Fund Existence | 22 years | 6 years | - |
| Gain YTD | 7.108 | 9.176 | 77% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 100000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 742M | 43M | 1,726% |
| Annual Yield % from dividends | 0.00 | 0.00 | - |
| Returns for 1 year | 6.36 | 3.77 | 169% |
| Returns for 3 years | 27.90 | 39.70 | 70% |
| Returns for 5 years | -17.06 | 17.59 | -97% |
| Returns for 10 years | 2.63 | N/A | - |
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