Interact to see
Advertisement
Advertisement
OISGX vs WCMLX
OISGX vs WCMLX Comparison
Open Charts OISGX vs WCMLX
Optimum Small-Mid Cap Growth Instl
Price$15.62
Change+$0.50 (+3.31%)
VolumeN/A
Net Assets850.09M
WCM Small Cap Growth Institutional
Price$14.64
Change+$0.83 (+6.01%)
VolumeN/A
Net Assets47.08M
OISGX vs WCMLX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
OISGX vs. WCMLX commentary
Feb 04, 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 OISGX is a Hold and WCMLX is a Hold.
FUNDAMENTALS
Fundamentals
OISGX has more cash in the bank: 850M vs. WCMLX (47.1M). OISGX (0.00) and WCMLX (0.00) have matching dividends . OISGX was incepted earlier than WCMLX: OISGX (23 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). WCMLX annual gain was more profitable for investors over the last year : 8.52 vs. OISGX (6.26). WCMLX return over 5 years is better than : -5.30 vs. OISGX (-26.22).
| OISGX | WCMLX | OISGX / WCMLX | |
| Total Expense Ratio | 1.19 | 0.99 | 120% |
| Annual Report Gross Expense Ratio | 1.29 | 1.79 | 72% |
| Fund Existence | 23 years | 6 years | - |
| Gain YTD | 2.966 | 6.395 | 46% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 100000 | - |
| 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 | 6.26 | 8.52 | 73% |
| Returns for 3 years | 28.03 | 19.51 | 144% |
| Returns for 5 years | -26.22 | -5.30 | 494% |
| Returns for 10 years | 47.78 | N/A | - |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement