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OTIIX vs WCMNX
OTIIX vs WCMNX Comparison
Open Charts OTIIX vs WCMNX
T. Rowe Price Small-Cap Stock I
Price$60.43
Change+$0.37 (+0.62%)
VolumeN/A
Net Assets8.11B
WCM Small Cap Growth Investor
Price$14.42
Change+$0.82 (+6.03%)
VolumeN/A
Net Assets47.08M
OTIIX vs WCMNX Comparison Chart in %
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OTIIX vs. WCMNX commentary
Feb 05, 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 OTIIX is a StrongBuy and WCMNX is a Hold.
FUNDAMENTALS
Fundamentals
OTIIX has more cash in the bank: 8.11B vs. WCMNX (47.1M). OTIIX pays higher dividends than WCMNX: OTIIX (0.04) vs WCMNX (0.00). OTIIX was incepted earlier than WCMNX: OTIIX (10 years) vs WCMNX (6 years). WCMNX (2.04) is less costly to investors than OTIIX (0.77). WCMNX is a more actively managed with annual turnover of: 83.00 vs. OTIIX (58.70). WCMNX has a lower initial minimum investment than OTIIX: WCMNX (1000) vs OTIIX (500000). WCMNX annual gain was more profitable for investors over the last year : 8.34 vs. OTIIX (5.85). WCMNX return over 5 years is better than : -6.49 vs. OTIIX (-9.75).
| OTIIX | WCMNX | OTIIX / WCMNX | |
| Total Expense Ratio | 0.77 | 1.24 | 62% |
| Annual Report Gross Expense Ratio | 0.77 | 2.04 | 38% |
| Fund Existence | 10 years | 6 years | - |
| Gain YTD | 5.943 | 6.421 | 93% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 500000 | 1000 | 50,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 8.11B | 47.1M | 17,223% |
| Annual Yield % from dividends | 0.04 | 0.00 | - |
| Returns for 1 year | 5.85 | 8.34 | 70% |
| Returns for 3 years | 5.74 | 18.68 | 31% |
| Returns for 5 years | -9.75 | -6.49 | 150% |
| Returns for 10 years | 78.32 | N/A | - |
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