Interact to see
Advertisement
Advertisement
OTIIX vs WCMNX
OTIIX vs WCMNX Comparison
Open Charts OTIIX vs WCMNX
T. Rowe Price Small-Cap Stock I
Price$58.21
Change-$0.23 (-0.39%)
VolumeN/A
Net Assets8.19B
WCM Small Cap Growth Investor
Price$13.84
Change-$0.02 (-0.14%)
VolumeN/A
Net Assets44.65M
OTIIX vs WCMNX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
OTIIX vs. WCMNX commentary
Dec 27, 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 OTIIX is a Buy and WCMNX is a Hold.
FUNDAMENTALS
Fundamentals
OTIIX has more cash in the bank: 8.19B vs. WCMNX (44.7M). OTIIX pays higher dividends than WCMNX: OTIIX (0.55) 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 : 7.04 vs. OTIIX (1.93). WCMNX return over 5 years is better than : -5.40 vs. OTIIX (-8.68).
| 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 | 3.521 | 9.062 | 39% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 500000 | 1000 | 50,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 8.19B | 44.7M | 18,320% |
| Annual Yield % from dividends | 0.55 | 0.00 | - |
| Returns for 1 year | 1.93 | 7.04 | 27% |
| Returns for 3 years | 14.84 | 32.95 | 45% |
| Returns for 5 years | -8.68 | -5.40 | 161% |
| Returns for 10 years | 49.81 | N/A | - |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement