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OISGX vs WCMNX
OISGX vs WCMNX Comparison
Open Charts OISGX vs WCMNX
Optimum Small-Mid Cap Growth Instl
Price$15.62
Change+$0.50 (+3.31%)
VolumeN/A
Net Assets850.09M
WCM Small Cap Growth Investor
Price$14.42
Change+$0.82 (+6.03%)
VolumeN/A
Net Assets47.08M
OISGX vs WCMNX Comparison Chart in %
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OISGX vs. WCMNX 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 WCMNX is a Hold.
FUNDAMENTALS
Fundamentals
OISGX has more cash in the bank: 850M vs. WCMNX (47.1M). OISGX (0.00) and WCMNX (0.00) have matching dividends . OISGX was incepted earlier than WCMNX: OISGX (23 years) vs WCMNX (6 years). WCMNX (2.04) is less costly to investors than OISGX (1.29). OISGX is a more actively managed with annual turnover of: 131.00 vs. WCMNX (83.00). OISGX has a lower initial minimum investment than WCMNX: OISGX (0) vs WCMNX (1000). WCMNX annual gain was more profitable for investors over the last year : 8.34 vs. OISGX (6.26). WCMNX return over 5 years is better than : -6.49 vs. OISGX (-26.22).
| OISGX | WCMNX | OISGX / WCMNX | |
| Total Expense Ratio | 1.19 | 1.24 | 96% |
| Annual Report Gross Expense Ratio | 1.29 | 2.04 | 63% |
| Fund Existence | 23 years | 6 years | - |
| Gain YTD | 2.966 | 6.421 | 46% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 1000 | - |
| 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 | 8.34 | 75% |
| Returns for 3 years | 28.03 | 18.68 | 150% |
| Returns for 5 years | -26.22 | -6.49 | 404% |
| Returns for 10 years | 47.78 | N/A | - |
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