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OASVX vs WCMFX
OASVX vs WCMFX Comparison
Open Charts OASVX vs WCMFX
Optimum Small-Mid Cap Value A
Price$13.18
Change-$0.14 (-1.05%)
VolumeN/A
Net Assets599.35M
WCM SMID Quality Val Fd Institutional
Price$11.37
Change-$0.19 (-1.64%)
VolumeN/A
Net Assets59.32M
OASVX vs WCMFX Comparison Chart in %
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OASVX vs. WCMFX commentary
Sep 26, 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: 599M vs. WCMFX (59.3M). 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 : -5.11 vs. WCMFX (-17.25). WCMFX return over 5 years is better than : 39.11 vs. OASVX (36.69).
| 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 | 1.216 | -3.506 | -35% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 1000 | 100000 | 1% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 599M | 59.3M | 1,010% |
| Annual Yield % from dividends | 0.68 | 0.00 | - |
| Returns for 1 year | -5.11 | -17.25 | 30% |
| Returns for 3 years | 16.79 | 23.37 | 72% |
| Returns for 5 years | 36.69 | 39.11 | 94% |
| Returns for 10 years | 21.36 | N/A | - |
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