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OASVX vs WCMJX
OASVX vs WCMJX Comparison
Open Charts OASVX vs WCMJX
Optimum Small-Mid Cap Value A
Price$13.18
Change-$0.14 (-1.05%)
VolumeN/A
Net Assets599.35M
WCM SMID Quality Val Fd Investor
Price$11.16
Change-$0.18 (-1.59%)
VolumeN/A
Net Assets59.32M
OASVX vs WCMJX Comparison Chart in %
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OASVX vs. WCMJX 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 WCMJX is a Hold.
FUNDAMENTALS
Fundamentals
OASVX has more cash in the bank: 599M vs. WCMJX (59.3M). OASVX pays higher dividends than WCMJX: OASVX (0.68) 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 : -5.11 vs. WCMJX (-17.65). WCMJX (36.96) and OASVX (36.69) have equivalent 5 years return.
| 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 | 1.216 | -3.735 | -33% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 1000 | 1000 | 100% |
| 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 | -17.65 | 29% |
| Returns for 3 years | 16.79 | 22.20 | 76% |
| Returns for 5 years | 36.69 | 36.96 | 99% |
| Returns for 10 years | 21.36 | N/A | - |
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