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OASGX vs WCMNX
OASGX vs WCMNX Comparison
Open Charts OASGX vs WCMNX
Optimum Small-Mid Cap Growth A
Price$11.47
Change-$0.37 (-3.12%)
VolumeN/A
Net Assets722.04M
WCM Small Cap Growth Investor
Price$12.50
Change-$0.40 (-3.10%)
VolumeN/A
Net Assets40.21M
OASGX vs WCMNX Comparison Chart
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OASGX vs. WCMNX commentary
Feb 23, 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 WCMNX is a StrongBuy.
FUNDAMENTALS
Fundamentals
OASGX has more cash in the bank: 722M vs. WCMNX (40.2M). OASGX (0.00) and WCMNX (0.00) have matching dividends . OASGX was incepted earlier than WCMNX: OASGX (22 years) vs WCMNX (5 years). OASGX is a more actively managed with annual turnover of: 114.00 vs. WCMNX (48.00). OASGX (1000) and WCMNX (1000) have matching initial minimum investment requirements. OASGX annual gain was more profitable for investors over the last year : 6.01 vs. WCMNX (1.49). WCMNX return over 5 years is better than : 17.49 vs. OASGX (-16.82).
| OASGX | WCMNX | OASGX / WCMNX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 22 years | 5 years | - |
| Gain YTD | -2.383 | 1.655 | -144% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 1000 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 722M | 40.2M | 1,796% |
| Annual Yield % from dividends | 0.00 | 0.00 | - |
| Returns for 1 year | 6.01 | 1.49 | 402% |
| Returns for 3 years | -2.05 | 9.79 | -21% |
| Returns for 5 years | -16.82 | 17.49 | -96% |
| Returns for 10 years | -24.98 | N/A | - |
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