Interact to see
Advertisement
Advertisement
OASVX vs WCMJX
OASVX vs WCMJX Comparison
Open Charts OASVX vs WCMJX
Optimum Small-Mid Cap Value A
Price$13.07
Change-$0.10 (-0.76%)
VolumeN/A
Net Assets598.18M
WCM SMID Quality Val Fd Investor
Price$11.50
Change-$0.05 (-0.43%)
VolumeN/A
Net Assets61.7M
OASVX vs WCMJX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
OASVX vs. WCMJX 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 WCMJX is a StrongBuy.
FUNDAMENTALS
Fundamentals
OASVX has more cash in the bank: 598M vs. WCMJX (61.7M). OASVX pays higher dividends than WCMJX: OASVX (0.70) vs WCMJX (0.00). OASVX was incepted earlier than WCMJX: OASVX (22 years) vs WCMJX (6 years). WCMJX (1.70) and OASVX (1.64) have similar cost to investors . OASVX is a more actively managed with annual turnover of: 117.00 vs. WCMJX (15.00). OASVX (1000) and WCMJX (1000) have matching initial minimum investment requirements. OASVX annual gain was more profitable for investors over the last year : -2.77 vs. WCMJX (-15.01). WCMJX (26.09) and OASVX (25.05) have equivalent 5 years return.
| OASVX | WCMJX | OASVX / WCMJX | |
| Total Expense Ratio | 1.50 | 1.15 | 130% |
| Annual Report Gross Expense Ratio | 1.64 | 1.70 | 96% |
| Fund Existence | 22 years | 6 years | - |
| Gain YTD | -0.684 | -1.952 | 35% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 1000 | 1000 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 598M | 61.7M | 969% |
| Annual Yield % from dividends | 0.70 | 0.00 | - |
| Returns for 1 year | -2.77 | -15.01 | 18% |
| Returns for 3 years | -6.02 | 3.96 | -152% |
| Returns for 5 years | 25.05 | 26.09 | 96% |
| Returns for 10 years | 8.36 | N/A | - |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement
Interesting Tickers