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OASGX vs WCMNX
OASGX vs WCMNX Comparison
Open Charts OASGX vs WCMNX
Optimum Small-Mid Cap Growth A
Price$12.37
Change-$0.02 (-0.16%)
VolumeN/A
Net Assets736.29M
WCM Small Cap Growth Investor
Price$13.61
Change-$0.02 (-0.15%)
VolumeN/A
Net Assets44.94M
OASGX vs WCMNX Comparison Chart in %
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OASGX vs. WCMNX commentary
Oct 03, 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 Hold.
FUNDAMENTALS
Fundamentals
OASGX has more cash in the bank: 736M vs. WCMNX (44.9M). 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 : 7.93 vs. WCMNX (5.17). WCMNX return over 5 years is better than : 19.67 vs. OASGX (-21.98).
| 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 | 5.447 | 7.407 | 74% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 1000 | 1000 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 736M | 44.9M | 1,639% |
| Annual Yield % from dividends | 0.00 | 0.00 | - |
| Returns for 1 year | 7.93 | 5.17 | 153% |
| Returns for 3 years | 24.77 | 38.80 | 64% |
| Returns for 5 years | -21.98 | 19.67 | -112% |
| Returns for 10 years | -10.15 | N/A | - |
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