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OASVX vs WCMJX
OASVX vs WCMJX Comparison
Open Charts OASVX vs WCMJX
Optimum Small-Mid Cap Value A
Price$12.71
Change+$0.07 (+0.55%)
VolumeN/A
Net Assets565.18M
WCM SMID Quality Val Fd Investor
Price$3.18
Change+$0.01 (+0.32%)
VolumeN/A
Net Assets5.92M
OASVX vs WCMJX Comparison Chart in %
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OASVX vs. WCMJX 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 WCMJX is a Hold.
FUNDAMENTALS
Fundamentals
OASVX has more cash in the bank: 565M vs. WCMJX (5.92M). 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) is less costly to investors than OASVX (1.58). 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 : -14.08 vs. WCMJX (-77.39). OASVX return over 5 years is better than : 9.12 vs. WCMJX (-67.35).
| OASVX | WCMJX | OASVX / WCMJX | |
| Total Expense Ratio | 1.49 | 1.15 | 130% |
| Annual Report Gross Expense Ratio | 1.58 | 1.70 | 93% |
| Fund Existence | 22 years | 6 years | - |
| Gain YTD | -3.419 | -73.090 | 5% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 1000 | 1000 | 100% |
| 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 | -77.39 | 18% |
| Returns for 3 years | -3.49 | -68.98 | 5% |
| Returns for 5 years | 9.12 | -67.35 | -14% |
| Returns for 10 years | 8.06 | N/A | - |
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