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OASGX vs WCMNX
OASGX vs WCMNX Comparison
Open Charts OASGX vs WCMNX
Optimum Small-Mid Cap Growth A
Price$11.95
Change-$0.02 (-0.17%)
VolumeN/A
Net Assets724.08M
WCM Small Cap Growth Investor
Price$12.99
Change-$0.08 (-0.61%)
VolumeN/A
Net Assets44.09M
OASGX vs WCMNX Comparison Chart in %
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OASGX vs. WCMNX 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 WCMNX is a StrongBuy.
FUNDAMENTALS
Fundamentals
OASGX has more cash in the bank: 724M vs. WCMNX (44.1M). 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 (1.66). 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 : 5.85 vs. WCMNX (2.93). WCMNX return over 5 years is better than : 15.98 vs. OASGX (-21.74).
| OASGX | WCMNX | OASGX / WCMNX | |
| Total Expense Ratio | 1.49 | 1.24 | 120% |
| Annual Report Gross Expense Ratio | 1.66 | 2.04 | 81% |
| Fund Existence | 22 years | 6 years | - |
| Gain YTD | 1.702 | 2.364 | 72% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 1000 | 1000 | 100% |
| 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 | 2.93 | 199% |
| Returns for 3 years | 2.93 | 8.52 | 34% |
| Returns for 5 years | -21.74 | 15.98 | -136% |
| Returns for 10 years | -21.74 | N/A | - |
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