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OASGX vs WCMLX
OASGX vs WCMLX Comparison
Open Charts OASGX vs WCMLX
Optimum Small-Mid Cap Growth A
Price$12.05
Change+$0.01 (+0.08%)
VolumeN/A
Net Assets704.44M
WCM Small Cap Growth Institutional
Price$13.09
Change+$0.05 (+0.38%)
VolumeN/A
Net Assets41.13M
OASGX vs WCMLX Comparison Chart in %
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OASGX vs. WCMLX commentary
Nov 20, 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 Hold and WCMLX is a Hold.
FUNDAMENTALS
Fundamentals
OASGX has more cash in the bank: 704M vs. WCMLX (41.1M). 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 (1.54). 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 : 1.26 vs. WCMLX (-2.18). WCMLX return over 5 years is better than : -0.99 vs. OASGX (-32.98).
| OASGX | WCMLX | OASGX / WCMLX | |
| Total Expense Ratio | 1.44 | 0.99 | 145% |
| Annual Report Gross Expense Ratio | 1.54 | 1.79 | 86% |
| Fund Existence | 22 years | 6 years | - |
| Gain YTD | 2.553 | 1.400 | 182% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 1000 | 100000 | 1% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 704M | 41.1M | 1,713% |
| Annual Yield % from dividends | 0.00 | 0.00 | - |
| Returns for 1 year | 1.26 | -2.18 | -58% |
| Returns for 3 years | 16.54 | 20.96 | 79% |
| Returns for 5 years | -32.98 | -0.99 | 3,341% |
| Returns for 10 years | -15.20 | N/A | - |