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OASGX vs WCMNX
OASGX vs WCMNX Comparison
Open Charts OASGX vs WCMNX
Optimum Small-Mid Cap Growth A
Price$12.35
Change+$0.04 (+0.32%)
VolumeN/A
Net Assets740.88M
WCM Small Cap Growth Investor
Price$13.51
Change+$0.12 (+0.90%)
VolumeN/A
Net Assets44.98M
OASGX vs WCMNX Comparison Chart in %
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OASGX vs. WCMNX commentary
Sep 09, 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 WCMNX is a Buy.
FUNDAMENTALS
Fundamentals
OASGX has more cash in the bank: 741M vs. WCMNX (45M). OASGX (0.00) and WCMNX (0.00) have matching dividends . OASGX was incepted earlier than WCMNX: OASGX (22 years) vs WCMNX (6 years). WCMNX (2.04) is less costly to investors than OASGX (1.54). OASGX is a more actively managed with annual turnover of: 131.00 vs. WCMNX (83.00). OASGX (1000) and WCMNX (1000) have matching initial minimum investment requirements. OASGX annual gain was more profitable for investors over the last year : 10.86 vs. WCMNX (7.31). WCMNX return over 5 years is better than : 20.52 vs. OASGX (-18.80).
| OASGX | WCMNX | OASGX / WCMNX | |
| Total Expense Ratio | 1.44 | 1.24 | 116% |
| Annual Report Gross Expense Ratio | 1.54 | 2.04 | 75% |
| Fund Existence | 22 years | 6 years | - |
| Gain YTD | 5.106 | 6.462 | 79% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 1000 | 1000 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 741M | 45M | 1,647% |
| Annual Yield % from dividends | 0.00 | 0.00 | - |
| Returns for 1 year | 10.86 | 7.31 | 149% |
| Returns for 3 years | 16.84 | 28.54 | 59% |
| Returns for 5 years | -18.80 | 20.52 | -92% |
| Returns for 10 years | -15.29 | N/A | - |
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