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OTIIX vs WCMNX
OTIIX vs WCMNX Comparison
Open Charts OTIIX vs WCMNX
T. Rowe Price Small-Cap Stock I
Price$61.43
Change+$1.13 (+1.87%)
VolumeN/A
Net Assets8.19B
WCM Small Cap Growth Investor
Price$13.85
Change+$0.20 (+1.47%)
VolumeN/A
Net Assets44.36M
OTIIX vs WCMNX Comparison Chart in %
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OTIIX vs. WCMNX commentary
Dec 04, 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 StrongBuy and WCMNX is a Buy.
FUNDAMENTALS
Fundamentals
OTIIX has more cash in the bank: 8.19B vs. WCMNX (44.4M). 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 : -1.37 vs. OTIIX (-12.70). WCMNX return over 5 years is better than : 0.74 vs. OTIIX (-1.03).
| 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 | 7.825 | 7.486 | 105% |
| 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 | 44.4M | 18,444% |
| Annual Yield % from dividends | 0.55 | 0.00 | - |
| Returns for 1 year | -12.70 | -1.37 | 924% |
| Returns for 3 years | 6.94 | 21.03 | 33% |
| Returns for 5 years | -1.03 | 0.74 | -139% |
| Returns for 10 years | 38.42 | N/A | - |
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