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OTIIX vs WCMNX
OTIIX vs WCMNX Comparison
Open Charts OTIIX vs WCMNX
T. Rowe Price Small-Cap Stock I
Price$59.52
Change+$0.09 (+0.15%)
VolumeN/A
Net Assets8.17B
WCM Small Cap Growth Investor
Price$13.59
Change-$0.03 (-0.22%)
VolumeN/A
Net Assets42.97M
OTIIX vs WCMNX Comparison Chart in %
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OTIIX vs. WCMNX commentary
Oct 19, 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: 8.17B vs. WCMNX (43M). OTIIX pays higher dividends than WCMNX: OTIIX (0.56) 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 : 1.42 vs. OTIIX (-7.78). WCMNX return over 5 years is better than : 11.12 vs. OTIIX (6.79).
| 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 | 5.851 | 7.092 | 82% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 500000 | 1000 | 50,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 8.17B | 43M | 19,002% |
| Annual Yield % from dividends | 0.56 | 0.00 | - |
| Returns for 1 year | -7.78 | 1.42 | -548% |
| Returns for 3 years | 12.04 | 32.97 | 37% |
| Returns for 5 years | 6.79 | 11.12 | 61% |
| Returns for 10 years | 39.63 | N/A | - |
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