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OASVX vs WCMFX
OASVX vs WCMFX Comparison
Open Charts OASVX vs WCMFX
Optimum Small-Mid Cap Value A
Price$13.07
Change-$0.10 (-0.76%)
VolumeN/A
Net Assets598.18M
WCM SMID Quality Val Fd Institutional
Price$11.71
Change-$0.06 (-0.51%)
VolumeN/A
Net Assets61.41M
OASVX vs WCMFX Comparison Chart in %
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OASVX vs. WCMFX 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 OASVX is a Hold and WCMFX is a StrongBuy.
FUNDAMENTALS
Fundamentals
OASVX has more cash in the bank: 598M vs. WCMFX (61.4M). OASVX pays higher dividends than WCMFX: OASVX (0.70) vs WCMFX (0.00). OASVX was incepted earlier than WCMFX: OASVX (22 years) vs WCMFX (6 years). OASVX (1.64) 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 : -2.77 vs. WCMFX (-15.02). WCMFX return over 5 years is better than : 27.42 vs. OASVX (25.05).
| OASVX | WCMFX | OASVX / WCMFX | |
| Total Expense Ratio | 1.50 | 0.90 | 167% |
| Annual Report Gross Expense Ratio | 1.64 | 1.45 | 113% |
| Fund Existence | 22 years | 6 years | - |
| Gain YTD | -0.684 | -2.254 | 30% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 1000 | 100000 | 1% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 598M | 61.4M | 974% |
| Annual Yield % from dividends | 0.70 | 0.00 | - |
| Returns for 1 year | -2.77 | -15.02 | 18% |
| Returns for 3 years | -6.02 | 4.46 | -135% |
| Returns for 5 years | 25.05 | 27.42 | 91% |
| Returns for 10 years | 8.36 | N/A | - |
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