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OASVX vs WCMFX
OASVX vs WCMFX Comparison
Open Charts OASVX vs WCMFX
Optimum Small-Mid Cap Value A
Price$12.99
Change-$0.21 (-1.59%)
VolumeN/A
Net Assets591.52M
WCM SMID Quality Val Fd Institutional
Price$11.27
Change-$0.07 (-0.62%)
VolumeN/A
Net Assets21.83M
OASVX vs WCMFX Comparison Chart in %
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OASVX vs. WCMFX commentary
Oct 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 OASVX is a Hold and WCMFX is a Hold.
FUNDAMENTALS
Fundamentals
OASVX has more cash in the bank: 592M vs. WCMFX (21.8M). OASVX pays higher dividends than WCMFX: OASVX (0.68) vs WCMFX (0.00). OASVX was incepted earlier than WCMFX: OASVX (22 years) vs WCMFX (6 years). OASVX (1.58) is less costly to investors than WCMFX (1.45). OASVX is a more actively managed with annual turnover of: 117.00 vs. WCMFX (15.00). OASVX has a lower initial minimum investment than WCMFX: OASVX (1000) vs WCMFX (100000). OASVX annual gain was more profitable for investors over the last year : -8.99 vs. WCMFX (-20.25). OASVX (24.36) and WCMFX (23.66) have equivalent 5 years return.
| OASVX | WCMFX | OASVX / WCMFX | |
| Total Expense Ratio | 1.49 | 0.90 | 166% |
| Annual Report Gross Expense Ratio | 1.58 | 1.45 | 109% |
| Fund Existence | 22 years | 6 years | - |
| Gain YTD | 0.304 | -5.342 | -6% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 1000 | 100000 | 1% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 592M | 21.8M | 2,716% |
| Annual Yield % from dividends | 0.68 | 0.00 | - |
| Returns for 1 year | -8.99 | -20.25 | 44% |
| Returns for 3 years | 9.68 | 18.12 | 53% |
| Returns for 5 years | 24.36 | 23.66 | 103% |
| Returns for 10 years | 13.13 | N/A | - |