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OISGX vs WCMNX
OISGX vs WCMNX Comparison
Open Charts OISGX vs WCMNX
Optimum Small-Mid Cap Growth Instl
Price$15.48
Change-$0.03 (-0.19%)
VolumeN/A
Net Assets757.49M
WCM Small Cap Growth Investor
Price$13.84
Change-$0.02 (-0.14%)
VolumeN/A
Net Assets44.58M
OISGX vs WCMNX Comparison Chart in %
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OISGX vs. WCMNX commentary
Dec 28, 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 WCMNX is a Hold.
FUNDAMENTALS
Fundamentals
OISGX has more cash in the bank: 757M vs. WCMNX (44.6M). OISGX (0.00) and WCMNX (0.00) have matching dividends . OISGX was incepted earlier than WCMNX: OISGX (22 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 : 7.04 vs. OISGX (6.46). WCMNX return over 5 years is better than : -5.40 vs. OISGX (-21.14).
| OISGX | WCMNX | OISGX / WCMNX | |
| Total Expense Ratio | 1.19 | 1.24 | 96% |
| Annual Report Gross Expense Ratio | 1.29 | 2.04 | 63% |
| Fund Existence | 22 years | 6 years | - |
| Gain YTD | 8.937 | 9.062 | 99% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 1000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 757M | 44.6M | 1,697% |
| Annual Yield % from dividends | 0.00 | 0.00 | - |
| Returns for 1 year | 6.46 | 7.04 | 92% |
| Returns for 3 years | 42.80 | 32.95 | 130% |
| Returns for 5 years | -21.14 | -5.40 | 392% |
| Returns for 10 years | 20.19 | N/A | - |
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