Interact to see
Advertisement
Advertisement
OASVX vs WCMFX
OASVX vs WCMFX Comparison
Open Charts OASVX vs WCMFX
Optimum Small-Mid Cap Value A
Price$12.71
Change+$0.07 (+0.55%)
VolumeN/A
Net Assets565.18M
WCM SMID Quality Val Fd Institutional
Price$3.37
Change-$0.00 (-0.00%)
VolumeN/A
Net Assets5.92M
OASVX vs WCMFX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
OASVX vs. WCMFX commentary
Nov 20, 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: 565M vs. WCMFX (5.92M). 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 (1.58) 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 : -14.08 vs. WCMFX (-76.30). OASVX return over 5 years is better than : 9.12 vs. WCMFX (-65.40).
| 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 | -3.419 | -71.870 | 5% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 1000 | 100000 | 1% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 565M | 5.92M | 9,546% |
| Annual Yield % from dividends | 0.70 | 0.00 | - |
| Returns for 1 year | -14.08 | -76.30 | 18% |
| Returns for 3 years | -3.49 | -67.31 | 5% |
| Returns for 5 years | 9.12 | -65.40 | -14% |
| Returns for 10 years | 8.06 | N/A | - |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement
Interesting Tickers
1D
1W
1M
1Q
6M
1Y
5Y
| 1 Day | |||
|---|---|---|---|
| ETFs / NAME | Price $ | Chg $ | Chg % |
| FTXG | 21.38 | 0.28 | +1.32% |
| First Trust Nasdaq Food & Beverage ETF | |||
| SMCO | 25.81 | 0.01 | +0.06% |
| Hilton Small-MidCap Opportunity ETF | |||
| CHW | 7.20 | -0.02 | -0.28% |
| Calamos Global Dynamic Income Fund | |||
| QDTY | 43.55 | -0.35 | -0.80% |
| YieldMax Nasdaq 100 0DTE Cove CllStgyETF | |||
| GSIE | 40.73 | -0.49 | -1.19% |
| Goldman Sachs ActiveBeta® Intl Eq ETF | |||