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OASGX vs WCMLX
OASGX vs WCMLX Comparison
Open Charts OASGX vs WCMLX
Optimum Small-Mid Cap Growth A
Price$11.95
Change-$0.02 (-0.17%)
VolumeN/A
Net Assets724.08M
WCM Small Cap Growth Institutional
Price$13.18
Change-$0.08 (-0.60%)
VolumeN/A
Net Assets44.09M
OASGX vs WCMLX Comparison Chart in %
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OASGX vs. WCMLX commentary
Aug 17, 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 OASGX is a Buy and WCMLX is a StrongBuy.
FUNDAMENTALS
Fundamentals
OASGX has more cash in the bank: 724M vs. WCMLX (44.1M). OASGX (0.00) and WCMLX (0.00) have matching dividends . OASGX was incepted earlier than WCMLX: OASGX (22 years) vs WCMLX (6 years). WCMLX (1.79) is less costly to investors than OASGX (1.66). OASGX is a more actively managed with annual turnover of: 131.00 vs. WCMLX (83.00). OASGX has a lower initial minimum investment than WCMLX: OASGX (1000) vs WCMLX (100000). OASGX annual gain was more profitable for investors over the last year : 5.85 vs. WCMLX (3.13). WCMLX return over 5 years is better than : 17.47 vs. OASGX (-21.74).
| OASGX | WCMLX | OASGX / WCMLX | |
| Total Expense Ratio | 1.49 | 0.99 | 151% |
| Annual Report Gross Expense Ratio | 1.66 | 1.79 | 93% |
| Fund Existence | 22 years | 6 years | - |
| Gain YTD | 1.702 | 2.488 | 68% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 1000 | 100000 | 1% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 724M | 44.1M | 1,642% |
| Annual Yield % from dividends | 0.00 | 0.00 | - |
| Returns for 1 year | 5.85 | 3.13 | 187% |
| Returns for 3 years | 2.93 | 9.38 | 31% |
| Returns for 5 years | -21.74 | 17.47 | -124% |
| Returns for 10 years | -21.74 | N/A | - |
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